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Invesco
IVZ

Overview Fund Activity

613 hedge funds and large institutions have $12.3B invested in Invesco in 2017 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 236 increasing their positions, 202 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
+68
Holders Change %
+12.48%
% of All Funds
13.92%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
106
Increased
236
Reduced
202
Closed
35
Calls
$47.3M
Puts
$27.5M
Net Calls
+$19.8M
Net Calls Change
-$7.65M

Top Buyers

1
AAMU
1
Amundi Asset Management US
Massachusetts
$271M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$244M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$107M
4
Deutsche Bank
4
Deutsche Bank
Germany
$95M
5
Prudential Financial
5
Prudential Financial
New Jersey
$102M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$34.9M
2
SSM
2
Sound Shore Management
Connecticut
$0
3
HCM
3
Highfields Capital Management
Massachusetts
$210M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$6.31M
5
Ameriprise
5
Ameriprise
Minnesota
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
351
Middleton & Co
Massachusetts
$808K -$40.2K -1,100 -5%
Capital Fund Management (CFM)
352
Capital Fund Management (CFM)
France
$802K +$802K +21,961 New
GIA
353
Gateway Investment Advisers
Ohio
$801K -$110K -3,019 -12%
GCA
354
Greenwood Capital Associates
South Carolina
$798K +$69.2K +1,895 +9%
Capstone Investment Advisors
355
Capstone Investment Advisors
New York
$798K +$798K +21,856 New
NB
356
Norinchukin Bank
Japan
$794K +$84.1K +2,301 +12%
IG
357
ING Group
Netherlands
$793K -$19.7K -538 -2%
MIS
358
Morningstar Investment Services
Illinois
$791K +$116K +3,185 +17%
CIS
359
Capital International Sarl
California
$789K +$128K +3,500 +19%
Wolverine Trading
360
Wolverine Trading
Illinois
$789K +$789K +21,603 New
4IG
361
440 Investment Group
Kansas
$783K -$1.72K -47 -0.2%
KI
362
Koch Industries
Kansas
$780K +$780K +21,346 New
VCM
363
Virtue Capital Management
Tennessee
$779K +$779K +21,318 New
LIA
364
LS Investment Advisors
Michigan
$752K -$12.9K -354 -2%
SM
365
Sciencast Management
New Jersey
$748K +$748K +19,849 New
VIA
366
Virtus Investment Advisers
Connecticut
$746K -$37.2K -1,019 -5%
FP
367
FDO Partners
Massachusetts
$746K +$746K +20,408 New
RWA
368
Ropes Wealth Advisors
Massachusetts
$742K +$138K +3,791 +23%
ERSOT
369
Employees Retirement System of Texas
Texas
$731K -$36.6K -1,000 -5%
LS
370
Livforsakringsbolaget Skandia
Sweden
$711K -$91.3K -2,500 -11%
MA
371
MANA Advisors
New York
$711K +$711K +19,464 New
DADC
372
D.A. Davidson & Co
Montana
$702K +$39.1K +1,071 +6%
SCM
373
Stonebridge Capital Management
California
$701K -$114K -3,000 -14%
MYAM
374
Meiji Yasuda Asset Management
Japan
$701K +$701K +19,194 New
FWCM
375
Ferguson Wellman Capital Management
Oregon
$690K -$48.6K -1,330 -7%
13 14
15
16 17