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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 %
SI
376
Stephens Inc
Arkansas
$690K +$122K +3,333 +21%
TC
377
Telemus Capital
Michigan
$687K +$687K +18,790 New
GHCM
378
Glen Harbor Capital Management
California
$682K +$27.6K +756 +4%
IA
379
IFP Advisors
Florida
$680K -$64.6K -1,769 -9%
IH
380
IFC Holdings
Florida
$669K +$214K +5,878 +47%
FPA
381
First Pacific Advisors
California
$661K +$661K +18,100 New
AT
382
Argent Trust
Texas
$658K -$30.3K -830 -4%
DDC
383
DF Dent & Co
Maryland
$658K +$658K +18,012 New
ANRIA
384
American National Registered Investment Advisor
Texas
$648K – – –
SF
385
Synovus Financial
Georgia
$639K +$75K +2,061 +13%
WA
386
Winfield Associates
Ohio
$635K +$9.14K +250 +1%
TC
387
Trilogy Capital
California
$635K +$635K +17,380 New
PCM
388
Poehling Capital Management
Wisconsin
$630K +$630K +17,245 New
CA
389
Cynosure Advisors
Utah
$609K +$609K +16,662 New
LMGAM
390
Liberty Mutual Group Asset Management
Massachusetts
$593K -$9.51K -260 -2%
SJIM
391
St. Johns Investment Management
Florida
$587K -$79.1K -2,167 -12%
Cambridge Investment Research Advisors
392
Cambridge Investment Research Advisors
Iowa
$582K +$58.7K +1,604 +11%
GBT
393
Grove Bank & Trust
Florida
$577K +$2.19K +60 +0.4%
MNBTD
394
Moody National Bank Trust Division
Texas
$568K – – –
ZCA
395
Zeke Capital Advisors
Pennsylvania
$568K +$58.8K +1,609 +12%
KOCAA
396
Knights of Columbus Asset Advisors
Connecticut
$566K -$117K -3,200 -17%
ARMT
397
Amica Retiree Medical Trust
Rhode Island
$560K – – –
GWM
398
Geneos Wealth Management
Colorado
$552K -$20.1K -550 -4%
CI
399
Cigna Investments
Connecticut
$547K -$14.6K -400 -3%
PFS
400
Prospera Financial Services
Texas
$545K -$12.3K -335 -2%
14 15
16
17 18