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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 %
BAM
376
Barrett Asset Management
New York
$319K +$319K +8,750 New
HCC
377
Hirtle Callaghan & Co
Pennsylvania
$317K – – –
SAS
378
Spectrum Advisory Services
Georgia
$316K -$106K -2,900 -25%
1GA
379
1st Global Advisors
Texas
$303K +$66.4K +1,826 +28%
CI
380
Constellation Investments
Ohio
$295K +$21.9K +600 +8%
FA
381
FDx Advisors
Illinois
$295K +$295K +8,122 New
SAM
382
Symphony Asset Management
California
$286K +$286K +7,866 New
QBFM
383
QS Batterymarch Financial Management
New York
$284K -$10.9K -300 -4%
Commonwealth Equity Services
384
Commonwealth Equity Services
Massachusetts
$281K -$251K -6,890 -47%
OMCS
385
Old Mutual Customised Solutions
South Africa
$280K – – –
Janney Montgomery Scott
386
Janney Montgomery Scott
Pennsylvania
$270K +$270K +7,405 New
JPMPWA
387
J.P. Morgan Private Wealth Advisors
California
$264K -$29.6K -812 -10%
WA
388
Waverly Advisors
Alabama
$262K +$262K +7,186 New
BSWMG
389
Barrington Strategic Wealth Management Group
Illinois
$260K +$24.2K +665 +10%
GMIM
390
General Motors Investment Management
New York
$256K – – –
QSS
391
Quantitative Systematic Strategies
Florida
$256K +$256K +7,054 New
LNWWM
392
Laird Norton Wetherby Wealth Management
California
$255K +$255K +7,007 New
FAM
393
Forty4 Asset Management
Illinois
$244K +$244K +6,700 New
RCM
394
Reynolds Capital Management
Nevada
$240K +$240K +6,600 New
FMLI
395
Fukoku Mutual Life Insurance
Japan
$233K -$83.7K -2,300 -26%
HHGA
396
Halbert Hargrove Global Advisors
California
$230K +$230K +6,305 New
GCA
397
Greenwood Capital Associates
South Carolina
$221K +$221K +6,063 New
WIL
398
Winifred I. Li
$215K – – –
BNP Paribas Asset Management
399
BNP Paribas Asset Management
France
$215K +$215K +5,907 New
Bank of Nova Scotia
400
Bank of Nova Scotia
Ontario, Canada
$210K +$210K +5,776 New
14 15
16
17 18