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Invesco
IVZ

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 %
CGT
401
Capital Guardian Trust
California
$363K 9,185 -12,415 -57%
PTC
402
Private Trust Company
Ohio
$359K 9,102 -2,006 -18%
Bessemer Group
403
Bessemer Group
New Jersey
$357K 9,030 +2,440 +37%
T
404
TradeWorx
New Jersey
$354K 8,971 +8,971 New
HIM
405
Hermes Investment Management
United Kingdom
$351K 8,900 – –
CI
406
Constellation Investments
Ohio
$332K 8,400 +100 +1%
HCM
407
Hollencrest Capital Management
California
$327K 8,277 +2,600 +46%
FBFS
408
First Business Financial Services
Wisconsin
$325K 8,224 +8,224 New
CCM
409
Copeland Capital Management
Pennsylvania
$316K 8,000 +8,000 New
BNP Paribas Asset Management
410
BNP Paribas Asset Management
France
$315K 7,985 -1,456 -15%
AIP
411
Ameritas Investment Partners
Nebraska
$315K 7,982 -577 -7%
PAM
412
PartnerRe Asset Management
Connecticut
$313K 7,919 -1,281 -14%
RCM
413
Reynolds Capital Management
Nevada
$312K 7,900 -2,200 -22%
SAS
414
Spectrum Advisory Services
Georgia
$311K 7,876 -500 -6%
Robeco Institutional Asset Management
415
Robeco Institutional Asset Management
Netherlands
$310K 7,848 – –
PAG
416
Private Advisor Group
New Jersey
$301K 7,635 +7,635 New
BSWMG
417
Barrington Strategic Wealth Management Group
Illinois
$296K 7,495 +55 +0.7%
Creative Planning
418
Creative Planning
Kansas
$294K 7,451 +1,571 +27%
WA
419
Waverly Advisors
Alabama
$292K 7,391 – –
Bank of Nova Scotia
420
Bank of Nova Scotia
Ontario, Canada
$290K 7,340 +757 +11%
WIC
421
Willis Investment Counsel
Georgia
$284K 7,187 – –
SYBT
422
Stock Yards Bank & Trust
Kentucky
$282K 7,150 -3,150 -31%
GCA
423
Greenwood Capital Associates
South Carolina
$282K 7,148 -2,500 -26%
Truist Financial
424
Truist Financial
North Carolina
$273K 6,914 -1,065 -13%
BFG
425
Beacon Financial Group
Texas
$273K 6,908 +6,908 New
15 16
17
18 19