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Invesco
IVZ

Overview Fund Activity

613 hedge funds and large institutions have $12.3B invested in Invesco in 2017 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 236 increasing their positions, 202 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
+68
Holders Change %
+12.48%
% of All Funds
13.92%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
106
Increased
236
Reduced
202
Closed
35
Calls
$47.3M
Puts
$27.5M
Net Calls
+$19.8M
Net Calls Change
-$7.65M

Top Buyers

1
AAMU
1
Amundi Asset Management US
Massachusetts
$271M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$244M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$107M
4
Deutsche Bank
4
Deutsche Bank
Germany
$95M
5
Prudential Financial
5
Prudential Financial
New Jersey
$102M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$34.9M
2
SSM
2
Sound Shore Management
Connecticut
$0
3
HCM
3
Highfields Capital Management
Massachusetts
$210M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$6.31M
5
Ameriprise
5
Ameriprise
Minnesota
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
BO
326
Bank OZK
Arkansas
$1.01M +$28.3K +774 +3%
JG
327
Jefferies Group
New York
$1.01M +$1.01M +27,550 New
Commonwealth Equity Services
328
Commonwealth Equity Services
Massachusetts
$990K +$217K +5,949 +28%
RIM
329
Redpoint Investment Management
Australia
$983K +$983K +26,912 New
QSS
330
Quantitative Systematic Strategies
Florida
$968K +$537K +14,700 +125%
FM
331
Forward Management
California
$967K -$49.8K -1,362 -5%
SAM
332
Shell Asset Management
Netherlands
$961K +$342K +9,345 +55%
CIBC World Market
333
CIBC World Market
Ontario, Canada
$949K -$210K -5,748 -18%
Brown Advisory
334
Brown Advisory
Maryland
$940K +$75.3K +2,060 +9%
WIP
335
Wellesley Investment Partners
Massachusetts
$938K +$69.2K +1,897 +8%
SBWM
336
Sunflower Bank Wealth Management
Arizona
$936K +$936K +25,614 New
O
337
OppenheimerFunds
New York
$927K +$31.5K +863 +4%
KRS
338
Kentucky Retirement Systems
Kentucky
$917K +$4.42K +121 +0.5%
LSERS
339
Louisiana State Employees Retirement System
Louisiana
$899K -$29.2K -800 -3%
CPO
340
Cerity Partners OCIO
New York
$881K -$936K -25,607 -52%
CS
341
Comerica Securities
Michigan
$876K +$48.2K +1,320 +6%
RJFSA
342
Raymond James Financial Services Advisors
Florida
$873K +$282K +7,717 +48%
Nordea Investment Management
343
Nordea Investment Management
Sweden
$871K -$116K -3,183 -12%
BC
344
Brinker Capital
Pennsylvania
$860K +$860K +23,533 New
MML Investors Services
345
MML Investors Services
Massachusetts
$857K +$81.9K +2,240 +11%
Holocene Advisors
346
Holocene Advisors
New York
$846K +$846K +23,162 New
YMRC
347
Yorktown Management & Research Company
Virginia
$833K +$548K +15,000 +192%
EP
348
Elkfork Partners
Oregon
$829K +$33.6K +918 +4%
CAM
349
Carret Asset Management
New York
$826K +$826K +22,593 New
CI
350
Conning Inc
Connecticut
$818K +$312K +8,529 +62%
12 13
14
15 16