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Invesco
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Overview Fund Activity

487 hedge funds and large institutions have $14.2B invested in Invesco in 2014 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 174 increasing their positions, 186 reducing their positions, and 34 closing their positions.

Holders
487
Holders Change
+14
Holders Change %
+2.96%
% of All Funds
14.01%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.29%
New
52
Increased
174
Reduced
186
Closed
34
Calls
$47M
Puts
$10.4M
Net Calls
+$36.6M
Net Calls Change
+$12.3M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$202M
2
WHG
2
Westwood Holdings Group
Texas
$115M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.37B
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$73.7M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$70.2M

Top Sellers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$53.6M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$855M
3
SB
3
Suntrust Banks
Georgia
$26.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$866M
5
SFM
5
Systematic Financial Management
New Jersey
$109M
Name Market Value Shares Shares
Change 		Shares
Change %
Fayez Sarofim & Co
351
Fayez Sarofim & Co
Texas
$509K 13,491 – –
CC
352
ClearArc Capital
Ohio
$499K 13,212 -13,277 -50%
OA
353
OFI Advisors
Pennsylvania
$485K 12,847 +396 +3%
CI
354
Conning Inc
Connecticut
$477K 12,645 -880 -7%
PA
355
Profund Advisors
Maryland
$477K 12,647 -644 -5%
LIA
356
LS Investment Advisors
Michigan
$475K 12,589 -264 -2%
DILH
357
Dai-ichi Life Holdings
Japan
$473K 12,532 – –
ACM
358
Argentus Capital Management
Texas
$470K 12,451 +1,241 +11%
MCM
359
Moore Capital Management
New York
$462K 12,252 – –
MYLI
360
Meiji Yasuda Life Insurance
Japan
$461K 12,211 -200 -2%
ST
361
Spot Trading
Illinois
$458K 12,140 +11,906 +5,088%
AB
362
Amalgamated Bank
New York
$452K 11,980 +1,185 +11%
BAM
363
Barrett Asset Management
New York
$442K 11,700 +1,650 +16%
Cambridge Investment Research Advisors
364
Cambridge Investment Research Advisors
Iowa
$438K 11,611 +1,474 +15%
SAM
365
Symphony Asset Management
California
$438K 11,612 +5,396 +87%
BC
366
Banced Corp
Illinois
$434K 11,501 +142 +1%
PTC
367
Private Trust Company
Ohio
$419K 11,108 +2,566 +30%
MGIA
368
Moneta Group Investment Advisors
Missouri
$415K 11,000 – –
FM
369
Forward Management
California
$408K 10,803 +135 +1%
SYBT
370
Stock Yards Bank & Trust
Kentucky
$389K 10,300 -2,550 -20%
1GA
371
1st Global Advisors
Texas
$389K 10,309 +2,140 +26%
WT
372
Wilmington Trust
Delaware
$388K 10,249 +4,670 +84%
RCM
373
Reynolds Capital Management
Nevada
$381K 10,100 +1,400 +16%
Brown Advisory
374
Brown Advisory
Maryland
$376K 9,960 -942 -9%
RC
375
RegentAtlantic Capital
New Jersey
$366K 9,687 +235 +2%
13 14
15
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