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Invesco
IVZ

Overview Fund Activity

564 hedge funds and large institutions have $7.63B invested in Invesco in 2018 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 222 increasing their positions, 198 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
+2
Holders Change %
+0.36%
% of All Funds
12.92%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
79
Increased
222
Reduced
198
Closed
72
Calls
$63.7M
Puts
$57.1M
Net Calls
+$6.65M
Net Calls Change
-$6.67M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$74.4M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$62M
3
Citigroup
Citigroup
New York
+$33.2M
4
KP
Kiltearn Partners
United Kingdom
+$31.9M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$31.7M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$162M
2
TG
TCW Group
California
-$37.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$35.5M
4
UBS Group
UBS Group
Switzerland
-$32.5M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$30.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
W
326
Wealthfront
California
$687K +$687K +30,033 New
SAM
327
Shell Asset Management
Netherlands
$680K -$24.4K -1,067 -3%
Franklin Resources
328
Franklin Resources
California
$676K -$201K -8,778 -23%
ERSOT
329
Employees Retirement System of Texas
Texas
$664K -$45.8K -2,000 -6%
GCM
330
Gator Capital Management
Florida
$664K +$137K +6,000 +26%
Cambridge Investment Research Advisors
331
Cambridge Investment Research Advisors
Iowa
$660K +$142K +6,224 +28%
CT
332
Coastline Trust
Rhode Island
$659K – – –
SMDAM
333
Sumitomo Mitsui DS Asset Management
Japan
$659K – – –
HA
334
Harbor Advisors
Florida
$657K – – –
LP
335
LMR Partners
United Kingdom
$643K +$643K +28,113 New
JPMPWA
336
J.P. Morgan Private Wealth Advisors
California
$638K -$288K -12,576 -31%
PG
337
Pendal Group
Australia
$631K +$20.8K +907 +3%
SIP
338
Stoneridge Investment Partners
Pennsylvania
$615K +$68.6K +3,000 +13%
SIM
339
Sentry Investment Management
Wisconsin
$609K – – –
PAM
340
Panagora Asset Management
Massachusetts
$608K -$151K -6,574 -20%
WAM
341
World Asset Management
Michigan
$595K +$9.35K +409 +2%
Millennium Management
342
Millennium Management
New York
$583K -$1.58M -69,243 -73%
JIM
343
Jupiter Investment Management
United Kingdom
$576K +$576K +25,200 New
FB
344
Fulton Bank
Pennsylvania
$570K +$275K +12,017 +93%
LSERS
345
Louisiana State Employees Retirement System
Louisiana
$549K -$4.58K -200 -0.8%
Nordea Investment Management
346
Nordea Investment Management
Sweden
$545K – – –
LIA
347
LS Investment Advisors
Michigan
$544K +$34.2K +1,498 +7%
MIS
348
Morningstar Investment Services
Illinois
$541K -$32.3K -1,413 -6%
RIM
349
Redpoint Investment Management
Australia
$539K – – –
LMAM
350
Legg Mason Asset Management
Japan
$538K -$307K -13,400 -36%
12 13
14
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