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Invesco
IVZ

Overview Fund Activity

564 hedge funds and large institutions have $7.63B invested in Invesco in 2018 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 222 increasing their positions, 198 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
+2
Holders Change %
+0.36%
% of All Funds
12.92%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
79
Increased
222
Reduced
198
Closed
72
Calls
$63.7M
Puts
$57.1M
Net Calls
+$6.65M
Net Calls Change
-$6.67M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$74.4M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$62M
3
Citigroup
Citigroup
New York
+$33.2M
4
KP
Kiltearn Partners
United Kingdom
+$31.9M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$31.7M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$162M
2
TG
TCW Group
California
-$37.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$35.5M
4
UBS Group
UBS Group
Switzerland
-$32.5M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$30.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
376
Fifth Third Bancorp
Ohio
$369K -$249K -10,877 -40%
SW
377
SVB Wealth
Massachusetts
$367K -$103K -4,510 -22%
HCM
378
Hollencrest Capital Management
California
$363K +$363K +18,800 New
BC
379
Banced Corp
Illinois
$348K +$30.1K +1,314 +9%
FAB
380
First American Bank
Illinois
$346K +$346K +15,111 New
Northwestern Mutual Wealth Management
381
Northwestern Mutual Wealth Management
Wisconsin
$339K +$21.8K +951 +7%
Daiwa Securities Group
382
Daiwa Securities Group
Japan
$336K +$8.71K +380 +3%
IA
383
IFG Advisory
Georgia
$333K +$65.2K +2,860 +24%
CA
384
Commerzbank Aktiengesellschaft
Germany
$333K +$333K +14,569 New
SF
385
Synovus Financial
Georgia
$332K -$97.2K -4,236 -23%
WI
386
WrapManager Inc
California
$327K +$327K +14,280 New
VFA
387
Voya Financial Advisors
Connecticut
$324K +$115K +5,006 +55%
ZCM
388
Zebra Capital Management
Connecticut
$320K +$320K +13,973 New
HPC
389
Hobart Private Capital
North Carolina
$309K +$309K +13,521 New
Fayez Sarofim & Co
390
Fayez Sarofim & Co
Texas
$306K – – –
AIM
391
Assured Investment Management
New York
$302K +$302K +13,203 New
GIA
392
Gargoyle Investment Advisor
New Jersey
$299K – – –
AT
393
Arden Trust
Delaware
$298K -$182K -7,971 -38%
CI
394
Conning Inc
Connecticut
$298K -$14.6K -640 -5%
QSS
395
Quantitative Systematic Strategies
Florida
$295K -$501K -21,929 -63%
ANRIA
396
American National Registered Investment Advisor
Texas
$294K -$106K -4,615 -26%
RIL
397
Rothschild Investment LLC
Illinois
$292K -$13.7K -600 -4%
RC
398
RegentAtlantic Capital
New Jersey
$284K -$46 -2 -0%
Bank of Nova Scotia
399
Bank of Nova Scotia
Ontario, Canada
$279K +$4.05K +177 +1%
Los Angeles Capital Management
400
Los Angeles Capital Management
California
$278K -$4.5M -196,952 -94%
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