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Invesco
IVZ

Overview Fund Activity

562 hedge funds and large institutions have $8.73B invested in Invesco in 2018 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 217 increasing their positions, 199 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
-25
Holders Change %
-4.26%
% of All Funds
12.88%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
79
Increased
217
Reduced
199
Closed
96
Calls
$46.4M
Puts
$33M
Net Calls
+$13.3M
Net Calls Change
-$8.73M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$128M
2
Renaissance Technologies
Renaissance Technologies
New York
+$46.7M
3
BGIM
Brandywine Global Investment Management
Pennsylvania
+$41.9M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$40.7M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$37.8M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$196M
2
HCM
Highfields Capital Management
Massachusetts
-$116M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$48.8M
4
Citadel Advisors
Citadel Advisors
Florida
-$36.5M
5
GC
Guggenheim Capital
Illinois
-$33.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
326
Norinchukin Bank
Japan
$768K -$99.1K -3,731 -11%
CT
327
Coastline Trust
Rhode Island
$765K – – –
SMDAM
328
Sumitomo Mitsui DS Asset Management
Japan
$765K +$5.49K +207 +0.7%
HA
329
Harbor Advisors
Florida
$763K – – –
DA
330
Denali Advisors
California
$760K -$197K -7,400 -21%
AG
331
Advisor Group
Arizona
$743K -$93.2K -3,507 -11%
Commonwealth Equity Services
332
Commonwealth Equity Services
Massachusetts
$740K +$19K +716 +3%
VCM
333
Virtue Capital Management
Tennessee
$735K +$148K +5,577 +25%
SBWM
334
Sunflower Bank Wealth Management
Arizona
$734K +$72.5K +2,730 +11%
Fifth Third Bancorp
335
Fifth Third Bancorp
Ohio
$717K +$196K +7,386 +38%
Grantham, Mayo, Van Otterloo & Co (GMO)
336
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$715K -$3.94M -148,500 -85%
MPWT
337
MassMutual Private Wealth & Trust
Connecticut
$710K +$605K +22,765 +576%
PG
338
Pendal Group
Australia
$708K -$3.8M -142,968 -84%
SIM
339
Sentry Investment Management
Wisconsin
$706K +$706K +26,597 New
D.E. Shaw & Co
340
D.E. Shaw & Co
New York
$698K +$698K +26,287 New
WAM
341
World Asset Management
Michigan
$680K +$1.25K +47 +0.2%
MIS
342
Morningstar Investment Services
Illinois
$665K +$40.8K +1,536 +7%
BC
343
Brinker Capital
Pennsylvania
$663K -$67K -2,522 -9%
ECM
344
Element Capital Management
New York
$652K +$284K +10,719 +77%
O
345
OppenheimerFunds
New York
$649K +$87.8K +3,308 +16%
LSERS
346
Louisiana State Employees Retirement System
Louisiana
$643K -$18.6K -700 -3%
ZCA
347
Zeke Capital Advisors
Pennsylvania
$640K +$216K +8,112 +51%
SIP
348
Stoneridge Investment Partners
Pennsylvania
$634K – – –
Nordea Investment Management
349
Nordea Investment Management
Sweden
$633K – – –
LTFS
350
Ladenburg Thalmann Financial Services
Florida
$628K – – –
12 13
14
15 16