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Invesco
IVZ

Overview Fund Activity

473 hedge funds and large institutions have $14.1B invested in Invesco in 2014 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 172 increasing their positions, 184 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
-1
Holders Change %
-0.21%
% of All Funds
13.67%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
51
Increased
172
Reduced
184
Closed
46
Calls
$33.3M
Puts
$9.03M
Net Calls
+$24.3M
Net Calls Change
+$15.1M

Top Buyers

1
U
UBS
Switzerland
+$198M
2
TCM
TimesSquare Capital Management
New York
+$85.4M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$71.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$42M
5
EVM
Eaton Vance Management
Massachusetts
+$36.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$183M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$121M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$101M
4
Ameriprise
Ameriprise
Minnesota
-$88M
5
PIM
Perkins Investment Management
Illinois
-$56.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIU
351
Man Investments (UK)
United Kingdom
$486K -$992K -26,816 -67%
LIA
352
LS Investment Advisors
Michigan
$476K +$130K +3,517 +38%
SYBT
353
Stock Yards Bank & Trust
Kentucky
$475K -$92.6K -2,506 -16%
DILH
354
Dai-ichi Life Holdings
Japan
$464K -$29.7K -801 -6%
Envestnet Asset Management
355
Envestnet Asset Management
Illinois
$463K +$10.1K +272 +2%
OA
356
OFI Advisors
Pennsylvania
$461K +$44.1K +1,190 +11%
MYLI
357
Meiji Yasuda Life Insurance
Japan
$459K +$252K +6,824 +122%
MCM
358
Moore Capital Management
New York
$453K +$453K +12,252 New
Daiwa Securities Group
359
Daiwa Securities Group
Japan
$446K -$18.5K -500 -4%
BC
360
Banced Corp
Illinois
$420K +$420K +11,359 New
ACM
361
Argentus Capital Management
Texas
$415K +$415K +11,210 New
ZIC
362
ZWJ Investment Counsel
Georgia
$411K – – –
TNB
363
Thomasville National Bank
Georgia
$407K -$50.9K -1,375 -11%
MGIA
364
Moneta Group Investment Advisors
Missouri
$407K – – –
Brown Advisory
365
Brown Advisory
Maryland
$403K -$3.21M -86,713 -89%
CNB
366
City National Bank
California
$401K -$62K -1,674 -13%
AB
367
Amalgamated Bank
New York
$399K -$8.24K -223 -2%
FM
368
Forward Management
California
$395K -$5.7K -154 -1%
PAM
369
PartnerRe Asset Management
Connecticut
$387K -$7.51K -203 -2%
Cambridge Investment Research Advisors
370
Cambridge Investment Research Advisors
Iowa
$375K +$375K +10,137 New
BAM
371
Barrett Asset Management
New York
$372K +$48.1K +1,300 +15%
RC
372
RegentAtlantic Capital
New Jersey
$350K -$13K -350 -4%
GCA
373
Greenwood Capital Associates
South Carolina
$349K +$124K +3,360 +55%
WFM
374
Wilmington Funds Management
Delaware
$347K – – –
DIA
375
Denver Investment Advisors
Colorado
$341K – – –
13 14
15
16 17