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Invesco
IVZ

Overview Fund Activity

474 hedge funds and large institutions have $14.1B invested in Invesco in 2013 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 175 increasing their positions, 168 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
+47
Holders Change %
+11.01%
% of All Funds
13.77%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.23%
New
78
Increased
175
Reduced
168
Closed
27
Calls
$36.4M
Puts
$27.2M
Net Calls
+$9.2M
Net Calls Change
+$5.48M

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$237M
2
DCP
2
DSM Capital Partners
Florida
$121M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.09B
4
O
4
OppenheimerFunds
New York
$223M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$204M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.39B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$865M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$594M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$241M
5
HCM
5
Highbridge Capital Management
New York
$38.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCMA
351
Daiwa Capital Markets America
New York
$457K +$457K +12,550 New
CNB
352
City National Bank
California
$455K – – –
TNB
353
Thomasville National Bank
Georgia
$450K -$16.4K -450 -4%
HNB
354
Huntington National Bank
Ohio
$448K +$618 +17 +0.1%
Envestnet Asset Management
355
Envestnet Asset Management
Illinois
$445K +$102K +2,800 +30%
OA
356
OFI Advisors
Pennsylvania
$410K +$3.75K +103 +0.9%
SI
357
Standard Investments
New York
$407K +$407K +11,171 New
ZIC
358
ZWJ Investment Counsel
Georgia
$405K – – –
TU
359
TDAM USA
Ontario, Canada
$405K +$405K +11,122 New
AB
360
Amalgamated Bank
New York
$401K -$4K -110 -1%
MGIA
361
Moneta Group Investment Advisors
Missouri
$400K – – –
FM
362
Forward Management
California
$394K -$73 -2 -0%
DDC
363
DF Dent & Co
Maryland
$389K +$389K +10,700 New
PAM
364
PartnerRe Asset Management
Connecticut
$388K -$22.4K -615 -5%
Tudor Investment Corp
365
Tudor Investment Corp
Connecticut
$379K -$40.1K -1,100 -10%
JG
366
Jefferies Group
New York
$364K -$755K -20,745 -67%
RC
367
RegentAtlantic Capital
New Jersey
$357K – – –
Truist Financial
368
Truist Financial
North Carolina
$355K -$71.6K -1,968 -17%
TRCT
369
Tower Research Capital (TRC)
New York
$349K +$349K +9,593 New
AIP
370
Ameritas Investment Partners
Nebraska
$344K – – –
WTIM
371
Wilmington Trust Investment Management
Delaware
$342K – – –
WFM
372
Wilmington Funds Management
Delaware
$341K -$124K -3,400 -27%
LIA
373
LS Investment Advisors
Michigan
$340K +$187K +5,142 +123%
HIM
374
Hermes Investment Management
United Kingdom
$324K – – –
Rafferty Asset Management
375
Rafferty Asset Management
New York
$319K -$157K -4,311 -33%
13 14
15
16 17