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Invesco
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Overview Fund Activity

512 hedge funds and large institutions have $14.4B invested in Invesco in 2014 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 204 increasing their positions, 178 reducing their positions, and 27 closing their positions.

Holders
512
Holders Change
+25
Holders Change %
+5.13%
% of All Funds
14.87%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.44%
New
59
Increased
204
Reduced
178
Closed
27
Calls
$44.8M
Puts
$13.5M
Net Calls
+$31.3M
Net Calls Change
-$5.34M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$978M
2
U
2
UBS
Switzerland
$344M
3
Ameriprise
3
Ameriprise
Minnesota
$216M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$132M
5
TCIM
5
TIAA CREF Investment Management
New York
$141M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.15B
2
Citadel Advisors
2
Citadel Advisors
Florida
$115M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$148M
4
EVM
4
Eaton Vance Management
Massachusetts
$88.7M
5
Norges Bank
5
Norges Bank
Norway
$53.4M
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
376
Argentus Capital Management
Texas
$538K 13,635 +1,184 +10%
Fayez Sarofim & Co
377
Fayez Sarofim & Co
Texas
$533K 13,491 – –
BC
378
Banced Corp
Illinois
$533K 13,503 +2,002 +17%
Tudor Investment Corp
379
Tudor Investment Corp
Connecticut
$513K 13,000 +13,000 New
CEP
380
Chicago Equity Partners
Illinois
$505K 12,795 +12,795 New
FAAS
381
First Allied Advisory Services
California
$500K 12,468 +12,468 New
DILH
382
Dai-ichi Life Holdings
Japan
$495K 12,532 – –
BCM
383
Brookstone Capital Management
Illinois
$491K 12,430 +12,430 New
LIA
384
LS Investment Advisors
Michigan
$490K 12,403 -186 -1%
OA
385
OFI Advisors
Pennsylvania
$487K 12,340 -507 -4%
CI
386
Conning Inc
Connecticut
$484K 12,265 -380 -3%
AB
387
Amalgamated Bank
New York
$480K 12,169 +189 +2%
BAM
388
Barrett Asset Management
New York
$462K 11,700 – –
Cambridge Investment Research Advisors
389
Cambridge Investment Research Advisors
Iowa
$459K 11,614 +3 +0%
MGIA
390
Moneta Group Investment Advisors
Missouri
$434K 11,000 – –
Mackenzie Financial
391
Mackenzie Financial
Ontario, Canada
$432K 10,935 -23,184 -68%
Commonwealth Equity Services
392
Commonwealth Equity Services
Massachusetts
$426K 10,801 +1,522 +16%
BOH
393
Bank of Hawaii
Hawaii
$426K 10,780 +10,780 New
PP
394
Paloma Partners
Connecticut
$408K 10,334 +10,334 New
FM
395
Forward Management
California
$404K 10,239 -564 -5%
RC
396
RegentAtlantic Capital
New Jersey
$398K 10,074 +387 +4%
FBNAT
397
FirstMerit Bank N.A. Trustee
Ohio
$398K 10,074 +10,074 New
BA
398
Bridgewater Associates
Connecticut
$379K 9,600 +9,600 New
TRCT
399
Tower Research Capital (TRC)
New York
$375K 9,494 +8,440 +801%
ZIC
400
ZWJ Investment Counsel
Georgia
$374K 9,466 -5 -0.1%
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16
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