IVZ icon

Invesco
IVZ

Overview Fund Activity

487 hedge funds and large institutions have $14.2B invested in Invesco in 2014 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 174 increasing their positions, 186 reducing their positions, and 34 closing their positions.

Holders
487
Holders Change
+14
Holders Change %
+2.96%
% of All Funds
14.01%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.29%
New
52
Increased
174
Reduced
186
Closed
34
Calls
$47M
Puts
$10.4M
Net Calls
+$36.6M
Net Calls Change
+$12.3M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$202M
2
WHG
2
Westwood Holdings Group
Texas
$115M
3
VFA
3
Virtus Fund Advisers
Connecticut
$85.9M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.37B
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$73.7M

Top Sellers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$53.6M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$855M
3
SB
3
Suntrust Banks
Georgia
$26.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$866M
5
SFM
5
Systematic Financial Management
New Jersey
$109M
Name Market Value Shares Shares
Change 		Shares
Change %
Bessemer Group
401
Bessemer Group
New Jersey
$249K 6,590 +3,360 +104%
AIM
402
Acuity Investment Management
Ontario, Canada
$245K 6,500 -15,700 -71%
FMLI
403
Fukoku Mutual Life Insurance
Japan
$242K 6,400 – –
I
404
IberiaBank
Louisiana
$241K 6,394 +6,394 New
LNWWM
405
Laird Norton Wetherby Wealth Management
California
$239K 6,315 -419 -6%
HHGA
406
Halbert Hargrove Global Advisors
California
$237K 6,265 +200 +3%
QI
407
QS Investors
New York
$233K 6,174 +6,174 New
FNBT
408
FineMark National Bank & Trust
Florida
$230K 6,079 +65 +1%
TFA
409
Transamerica Financial Advisors
Florida
$225K 5,941 +5,521 +1,315%
WIL
410
Winifred I. Li
$223K 5,896 – –
Creative Planning
411
Creative Planning
Kansas
$222K 5,880 -27,805 -83%
MIS
412
Morningstar Investment Services
Illinois
$222K 5,889 +5,889 New
MCM
413
MAI Capital Management
Ohio
$221K 5,859 +5,859 New
HCM
414
Hollencrest Capital Management
California
$214K 5,677 +5,677 New
LTFS
415
Ladenburg Thalmann Financial Services
Florida
$213K 5,649 +4,221 +296%
WFM
416
Wilmington Funds Management
Delaware
$210K 5,570 -3,800 -41%
WTNA
417
Wilmington Trust National Association
Delaware
$208K 5,486 +5,486 New
DSC
418
Duncker Streett & Co
Missouri
$204K 5,400 – –
SCM
419
Suffolk Capital Management
New York
$200K 5,300 +5,300 New
WA
420
WealthTrust-Arizona
Arizona
$163K 4,320 +1,018 +31%
CTC
421
Central Trust Company
Missouri
$160K 4,250 – –
DVM
422
Dreman Value Management
Florida
$148K 3,931 +278 +8%
LWM
423
LBA Wealth Management
Florida
$139K 3,685 +300 +9%
MIC
424
MU Investments Company
Japan
$133K 3,520 -400 -10%
LBG
425
Lloyds Banking Group
United Kingdom
$129K 3,430 -109,333 -97%
15 16
17
18 19