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Invesco
IVZ

Overview Fund Activity

516 hedge funds and large institutions have $10.6B invested in Invesco in 2016 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 191 increasing their positions, 220 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
516
Holders Change
-14
Holders Change %
-2.64%
% of All Funds
13.77%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
50
Increased
191
Reduced
220
Closed
58
Calls
$63.5M
Puts
$10.7M
Net Calls
+$52.8M
Net Calls Change
+$17.6M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$401M
2
Vanguard Group
Vanguard Group
Pennsylvania
$956M
3
Capital International Investors
Capital International Investors
California
$325M
4
BA
BlackRock Advisors
Delaware
$152M
5
UBS Group
UBS Group
Switzerland
$441M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$7.81M
2
Deutsche Bank
Deutsche Bank
Germany
$75.9M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$42.8M
4
O
OppenheimerFunds
New York
$544K
5
Fidelity Investments
Fidelity Investments
Massachusetts
$461M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
326
Deere & Company
Illinois
$605K +$605K +19,670 New
SFWA
327
Summit Financial Wealth Advisors
Louisiana
$598K +$6.12K +199 +1%
RIL
328
Rothschild Investment LLC
Illinois
$586K -$4.92K -160 -0.8%
B
329
Barings
North Carolina
$586K – – –
FFC
330
First Financial Corp
Indiana
$585K -$12.3K -400 -2%
KRSITF
331
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$580K +$91.3K +2,967 +19%
FAB
332
First American Bank
Illinois
$574K -$7.7M -249,998 -93%
BSWMG
333
Barrington Strategic Wealth Management Group
Illinois
$571K -$18.3K -595 -3%
GWM
334
Geneos Wealth Management
Colorado
$570K +$570K +18,174 New
WIP
335
Wellesley Investment Partners
Massachusetts
$560K +$67.7K +2,201 +14%
BW
336
Bison Wealth
Georgia
$560K +$560K +18,192 New
SCP
337
Scoria Capital Partners
Connecticut
$560K +$560K +18,200 New
BUB
338
BBVA USA Bancshares
Texas
$553K -$1.11M -36,107 -67%
BO
339
Bank OZK
Arkansas
$551K +$14.3K +465 +3%
CS
340
Candriam SCA
Luxembourg
$546K +$49.7K +1,624 +10%
O
341
OppenheimerFunds
New York
$544K -$63.6M -2,049,471 -99%
SAM
342
Symphony Asset Management
California
$522K -$5.39K -175 -1%
1GA
343
1st Global Advisors
Texas
$521K +$70.8K +2,300 +16%
AT
344
Argent Trust
Texas
$517K +$15.4K +500 +3%
Janney Montgomery Scott
345
Janney Montgomery Scott
Pennsylvania
$514K +$72.9K +2,367 +17%
MFS
346
MSI Financial Services
Massachusetts
$505K +$279K +9,084 +124%
TMAM
347
Tokio Marine Asset Management
Japan
$486K +$3.85K +125 +0.8%
Commonwealth Equity Services
348
Commonwealth Equity Services
Massachusetts
$484K +$48.7K +1,584 +11%
GAM
349
Gotham Asset Management
New York
$482K -$3.57M -116,118 -88%
AB
350
Amalgamated Bank
New York
$478K +$124K +4,039 +35%
12 13
14
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