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Invesco
IVZ

Overview Fund Activity

427 hedge funds and large institutions have $14.6B invested in Invesco in 2013 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 167 increasing their positions, 144 reducing their positions, and 41 closing their positions.

Holders
427
Holders Change
+9
Holders Change %
+2.15%
% of All Funds
13.85%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
52
Increased
167
Reduced
144
Closed
41
Calls
$30.3M
Puts
$26.6M
Net Calls
+$3.72M
Net Calls Change
+$3.7M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$634M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$865M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$94.6M
4
SFM
4
Soros Fund Management
New York
$42.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$314M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$916M
2
TCIM
2
TIAA CREF Investment Management
New York
$50.3M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$0
4
RIM
4
Rainier Investment Management
Washington
$38M
5
AIM
5
abrdn Investment Management
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
376
Creative Planning
Kansas
$162K 5,081 +1,270 +33%
ECM
377
Endex Capital Management
Kansas
$141K 4,417 – –
LIA
378
LS Investment Advisors
Michigan
$134K 4,194 +1,105 +36%
CTC
379
Central Trust Company
Missouri
$129K 4,050 +3,000 +286%
GIS
380
Guardian Investor Services
New York
$114K 3,563 -19 -0.5%
Walleye Trading
381
Walleye Trading
New York
$108K 3,401 -20,864 -86%
FA
382
Friess Associates
Delaware
$102K 3,200 – –
DVM
383
Dreman Value Management
Florida
$92K 2,896 +2,896 New
Bessemer Group
384
Bessemer Group
New Jersey
$91K 2,830 +110 +4%
Robeco Institutional Asset Management
385
Robeco Institutional Asset Management
Netherlands
$85K 2,662 – –
AAM
386
Advisors Asset Management
Colorado
$83K 2,600 – –
SAMC
387
Shinko Asset Management Company
Japan
$70K 2,180 -200 -8%
WT
388
Whittier Trust
California
$69K 2,161 – –
RNS
389
Robert N. Shapiro
$67K 2,100 -4,140 -66%
WTC
390
WhitTier Trust Company
Nevada
$54K 1,690 – –
LTFS
391
Ladenburg Thalmann Financial Services
Florida
$49K 1,543 +116 +8%
BPBT
392
Boston Private Bank & Trust
Massachusetts
$45K 1,398 -335 -19%
EP
393
Edinburgh Partners
United Kingdom
$40K 1,268 – –
HPBT
394
High Point Bank & Trust
North Carolina
$35K 1,100 +500 +83%
PTC
395
Private Trust Company
Ohio
$35K 1,088 +728 +202%
IMS
396
Index Management Solutions
Pennsylvania
$33K 1,040 +1,040 New
Manulife (Manufacturers Life Insurance)
397
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.5K 924,797 +923,815 +94,075%
MAM
398
Mizuho Asset Management
Japan
$29K 901 – –
Northwestern Mutual Wealth Management
399
Northwestern Mutual Wealth Management
Wisconsin
$25K 786 +350 +80%
WA
400
WFG Advisors
Texas
$23K 732 +22 +3%
14 15
16
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