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Invesco
IVZ

Overview Fund Activity

587 hedge funds and large institutions have $10.6B invested in Invesco in 2018 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 245 increasing their positions, 205 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
587
Holders Change
-26
Holders Change %
-4.24%
% of All Funds
13.47%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
64
Increased
245
Reduced
205
Closed
83
Calls
$49.3M
Puts
$27.3M
Net Calls
+$22.1M
Net Calls Change
+$2.24M

Top Buyers

1
BlackRock
BlackRock
New York
+$105M
2
American Century Companies
American Century Companies
Missouri
+$63.6M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$57.7M
4
Ameriprise
Ameriprise
Minnesota
+$54M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$47.6M

Top Sellers

1
AAMU
Amundi Asset Management US
Massachusetts
-$179M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$111M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$69.4M
4
HCM
Highfields Capital Management
Massachusetts
-$67M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$64.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fayez Sarofim & Co
401
Fayez Sarofim & Co
Texas
$435K – – –
NIT
402
NumerixS Investment Technologies
British Columbia, Canada
$428K +$381K +12,100 +807%
GIA
403
Gargoyle Investment Advisor
New Jersey
$418K +$418K +13,063 New
II
404
IFM Investors
Australia
$406K +$24.8K +774 +7%
RC
405
RegentAtlantic Capital
New Jersey
$403K -$44K -1,373 -10%
RCM
406
Riverhead Capital Management
Delaware
$398K +$38.9K +1,215 +11%
BC
407
Banced Corp
Illinois
$387K +$5.79K +181 +2%
BCI
408
Brinker Capital Investments
Pennsylvania
$375K -$12.2K -381 -3%
Nuveen Asset Management
409
Nuveen Asset Management
Illinois
$369K -$15.1M -470,081 -98%
GCA
410
Greenwood Capital Associates
South Carolina
$369K -$330K -10,307 -47%
II
411
Inspire Investing
Idaho
$368K +$212K +6,625 +136%
Baird Financial Group
412
Baird Financial Group
Wisconsin
$366K +$366K +11,442 New
FCM
413
Flinton Capital Management
Pennsylvania
$365K +$23.1K +720 +7%
WG
414
Winton Group
United Kingdom
$359K +$12.5K +389 +4%
VFA
415
Valeo Financial Advisors
Indiana
$359K +$181K +5,650 +101%
FAAS
416
First Allied Advisory Services
California
$356K -$34.8K -1,085 -9%
BHIA
417
Birch Hill Investment Advisors
Massachusetts
$352K +$352K +11,000 New
SM
418
Sciencast Management
New Jersey
$347K -$270K -8,688 -44%
MCM
419
Maryland Capital Management
Maryland
$347K +$347K +10,835 New
RBA
420
Richard Bernstein Advisors
New York
$347K +$347K +10,842 New
CC
421
ClearArc Capital
Ohio
$333K +$833 +26 +0.3%
NA
422
NewEdge Advisors
Louisiana
$333K +$333K +10,798 New
IA
423
IFG Advisory
Georgia
$332K +$93.6K +2,928 +39%
BFM
424
Boothbay Fund Management
New York
$328K +$130K +4,070 +66%
PA
425
Profund Advisors
Maryland
$318K -$83K -2,595 -21%
15 16
17
18 19