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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 %
BNP Paribas Asset Management
376
BNP Paribas Asset Management
France
$339K +$120K +3,245 +55%
PG
377
PEAK6 Group
Illinois
$337K +$337K +9,100 New
VRS
378
Virginia Retirement Systems
Virginia
$333K +$125K +3,363 +60%
HIM
379
Hermes Investment Management
United Kingdom
$329K – – –
Janney Montgomery Scott
380
Janney Montgomery Scott
Pennsylvania
$326K +$52.3K +1,414 +19%
HCC
381
Hirtle Callaghan & Co
Pennsylvania
$322K – – –
RCM
382
Reynolds Capital Management
Nevada
$322K +$77.7K +2,100 +32%
AIP
383
Ameritas Investment Partners
Nebraska
$317K -$33.3K -899 -10%
PTC
384
Private Trust Company
Ohio
$316K +$274K +7,403 +650%
SAS
385
Spectrum Advisory Services
Georgia
$310K -$11.1K -300 -3%
1GA
386
1st Global Advisors
Texas
$302K -$6.06K -164 -2%
Truist Financial
387
Truist Financial
North Carolina
$300K -$61.3K -1,655 -17%
CI
388
Constellation Investments
Ohio
$300K – – –
Commonwealth Equity Services
389
Commonwealth Equity Services
Massachusetts
$295K +$10K +271 +4%
MYAM
390
Meiji Yasuda Asset Management
Japan
$293K +$293K +7,914 New
OMCS
391
Old Mutual Customised Solutions
South Africa
$285K – – –
FBFS
392
First Business Financial Services
Wisconsin
$281K +$281K +7,594 New
BSWMG
393
Barrington Strategic Wealth Management Group
Illinois
$274K +$8.89K +240 +3%
WA
394
Waverly Advisors
Alabama
$273K +$7.57K +205 +3%
QBFM
395
QS Batterymarch Financial Management
New York
$266K -$22.2K -600 -8%
WIC
396
Willis Investment Counsel
Georgia
$266K – – –
LNWWM
397
Laird Norton Wetherby Wealth Management
California
$249K -$10.1K -273 -4%
Bank of Nova Scotia
398
Bank of Nova Scotia
Ontario, Canada
$244K +$29.9K +807 +14%
WTIM
399
Wilmington Trust Investment Management
Delaware
$241K -$108K -2,900 -31%
FMLI
400
Fukoku Mutual Life Insurance
Japan
$237K – – –
14 15
16
17 18