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Invesco
IVZ

Overview Fund Activity

499 hedge funds and large institutions have $2.81B invested in Invesco in 2020 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 195 increasing their positions, 170 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
-18
Holders Change %
-3.48%
% of All Funds
11.02%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
72
Increased
195
Reduced
170
Closed
87
Calls
$33.8M
Puts
$22.6M
Net Calls
+$11.3M
Net Calls Change
-$34.2M

Top Buyers

1
PP
Prudential plc
United Kingdom
+$43.9M
2
CIM
Contrarius Investment Management
Jersey
+$27.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$27.7M
4
CAG
Csenge Advisory Group
Florida
+$24.3M
5
Bank of America
Bank of America
North Carolina
+$11.5M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$35.3M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$33M
3
RP
Reinhart Partners
Wisconsin
-$28.8M
4
Citadel Advisors
Citadel Advisors
Florida
-$19.5M
5
KP
Kiltearn Partners
United Kingdom
-$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
401
Flagship Harbor Advisors
Massachusetts
$40K +$7.14K +782 +22%
CWP
402
CFM Wealth Partners
Texas
$38K +$38K +4,205 New
IA
403
IFP Advisors
Florida
$37K -$37.2K -3,940 -50%
PI
404
PineBridge Investments
New York
$35K +$35K +3,814 New
CIA
405
CSat Investment Advisory
Michigan
$33K -$378 -42 -1%
DSC
406
Duncker Streett & Co
Missouri
$33K +$174 +19 +0.5%
PCG
407
Private Capital Group
Connecticut
$28K +$8.9K +973 +47%
RIM
408
Rampart Investment Management
Connecticut
$27K -$14K -1,554 -34%
BCA
409
Berman Capital Advisors
Georgia
$27K +$23.1K +2,711 +598%
SCM
410
Silvant Capital Management
Georgia
$24K – – –
AF
411
Advisornet Financial
Minnesota
$22K -$48.4K -5,275 -69%
SPIA
412
Steward Partners Investment Advisory
New York
$22K -$4.39K -494 -17%
VFA
413
Valeo Financial Advisors
Indiana
$22K +$12.2K +1,238 +124%
FHA
414
First Horizon Advisors
Tennessee
$21K -$5.61K -632 -21%
FCA
415
FinTrust Capital Advisors
South Carolina
$19K – – –
OPS
416
Orion Portfolio Solutions
Nebraska
$19K +$11.1K +1,237 +139%
AIM
417
Anchor Investment Management
South Carolina
$17.8K +$100 +11 +0.6%
ClearBridge Investments
418
ClearBridge Investments
New York
$17K -$177 -20 -1%
PCM
419
Prelude Capital Management
New York
$16K +$16K +1,714 New
OIA
420
Optimum Investment Advisors
Illinois
$15K -$21.6K -2,300 -59%
ADL
421
Asset Dedication LLC
California
$15K – – –
EFSCE
422
Enterprise Financial Services Corp (EFSC)
Missouri
$15K +$8.03K +870 +115%
Bessemer Group
423
Bessemer Group
New Jersey
$13K -$419K -45,392 -97%
WT
424
Whittier Trust
California
$13K -$49.8K -5,550 -79%
GRP
425
Global Retirement Partners
California
$12K -$3.8K -429 -24%
15 16
17
18 19