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Invesco
IVZ

Overview Fund Activity

499 hedge funds and large institutions have $2.81B invested in Invesco in 2020 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 195 increasing their positions, 170 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
-18
Holders Change %
-3.48%
% of All Funds
11.02%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
72
Increased
195
Reduced
170
Closed
87
Calls
$33.8M
Puts
$22.6M
Net Calls
+$11.3M
Net Calls Change
-$34.2M

Top Buyers

1
PP
Prudential plc
United Kingdom
+$43.9M
2
CIM
Contrarius Investment Management
Jersey
+$27.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$27.7M
4
CAG
Csenge Advisory Group
Florida
+$24.3M
5
Bank of America
Bank of America
North Carolina
+$11.5M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$35.3M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$33M
3
RP
Reinhart Partners
Wisconsin
-$28.8M
4
Citadel Advisors
Citadel Advisors
Florida
-$19.5M
5
KP
Kiltearn Partners
United Kingdom
-$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
326
WrapManager Inc
California
$170K -$108K -11,867 -39%
MPWT
327
MassMutual Private Wealth & Trust
Connecticut
$167K +$12.2K +1,340 +8%
Carson Wealth (CWM LLC)
328
Carson Wealth (CWM LLC)
Nebraska
$166K – – –
HS
329
Haafor (Singapore)
Singapore
$158K +$158K +17,355 New
Thrivent Financial for Lutherans
330
Thrivent Financial for Lutherans
Minnesota
$154K -$957K -105,380 -86%
LS
331
Livforsakringsbolaget Skandia
Sweden
$154K +$154K +16,959 New
DIS
332
Diversified Investment Strategies
Louisiana
$154K +$154K +16,960 New
PAMG
333
Patton Albertson Miller Group
Tennessee
$152K -$99.8K -11,000 -40%
Macquarie Group
334
Macquarie Group
Australia
$151K – – –
Daiwa Securities Group
335
Daiwa Securities Group
Japan
$150K +$9.54K +1,050 +7%
EH
336
Equitable Holdings
New York
$147K +$147K +16,158 New
FDCDDQ
337
Federation des caisses Desjardins du Quebec
Quebec, Canada
$145K +$97.5K +10,735 +204%
BCV
338
Banque Cantonale Vaudoise
Switzerland
$145K – – –
CS
339
Comerica Securities
Michigan
$144K -$1.43K -157 -1%
MWA
340
Meridian Wealth Advisors
Texas
$144K – – –
DCM
341
Dupont Capital Management
Delaware
$144K +$20.6K +2,268 +17%
LSERS
342
Louisiana State Employees Retirement System
Louisiana
$143K -$17.2K -1,900 -11%
SCM
343
Stonebridge Capital Management
California
$142K -$52K -5,750 -27%
BOH
344
Bank of Hawaii
Hawaii
$142K +$2.89K +318 +2%
EMG
345
ETF Managers Group
New Jersey
$141K +$14.4K +1,512 +11%
GT
346
Greenleaf Trust
Michigan
$139K +$139K +15,305 New
Rafferty Asset Management
347
Rafferty Asset Management
New York
$137K -$430K -47,441 -76%
MIS
348
Morningstar Investment Services
Illinois
$137K -$2.08K -218 -1%
UA
349
Unison Advisors
District of Columbia
$137K +$2.36K +260 +2%
BAM
350
Blueshift Asset Management
New Jersey
$137K +$137K +15,139 New
12 13
14
15 16