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Invesco
IVZ

Overview Fund Activity

427 hedge funds and large institutions have $14.6B invested in Invesco in 2013 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 167 increasing their positions, 144 reducing their positions, and 41 closing their positions.

Holders
427
Holders Change
+9
Holders Change %
+2.15%
% of All Funds
13.85%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
52
Increased
167
Reduced
144
Closed
41
Calls
$30.3M
Puts
$26.6M
Net Calls
+$3.72M
Net Calls Change
+$3.7M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$634M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$865M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$94.6M
4
SFM
4
Soros Fund Management
New York
$42.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$314M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$916M
2
TCIM
2
TIAA CREF Investment Management
New York
$50.3M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$0
4
RIM
4
Rainier Investment Management
Washington
$38M
5
AIM
5
abrdn Investment Management
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WF
426
WealthTrust Fairport
Ohio
$1K 31 +31 New
PFS
427
Penseco Financial Services
Pennsylvania
$1K 41 +41 New
CPS
428
Counsel Portfolio Services
Ontario, Canada
$335 10,500 +2,600 +33%
AAMU
429
Amundi Asset Management US
Massachusetts
– – -2,176,212 Closed
AIM
430
abrdn Investment Management
United Kingdom
– – -1,047,776 Closed
LPLP
431
Lansdowne Partners Limited Partnership
United Kingdom
– – -926,909 Closed
Barclays
432
Barclays
United Kingdom
– – -822,485 Closed
PRCM
433
Pine River Capital Management
Minnesota
– – -468,000 Closed
AC
434
Ascend Capital
California
– – -268,013 Closed
JCM
435
Jag Capital Management
Missouri
– – -234,177 Closed
QI
436
QS Investors
New York
– – -172,243 Closed
PCM
437
Parameter Capital Management
Connecticut
– – -120,000 Closed
TI
438
Turner Investments
Pennsylvania
– – -117,320 Closed
LMF
439
LMR Master Fund
Cayman Islands
– – -111,961 Closed
MSU
440
Maple Securities USA
New Jersey
– – -76,475 Closed
GCP
441
GSA Capital Partners
United Kingdom
– – -74,854 Closed
NMERB
442
New Mexico Educational Retirement Board
New Mexico
– – -70,114 Closed
ROTUOC
443
Regents of the University of California
California
– – -64,120 Closed
PP
444
Paloma Partners
Connecticut
– – -61,020 Closed
AL
445
Airain Ltd
Guernsey
– – -47,193 Closed
SAM
446
Symphony Asset Management
California
– – -47,020 Closed
RJA
447
Raymond James & Associates
Florida
– – -43,514 Closed
DCM
448
Dupont Capital Management
Delaware
– – -41,800 Closed
CCIA
449
Campbell & Co Investment Adviser
Maryland
– – -39,448 Closed
NCCM
450
Nine Chapters Capital Management
New Jersey
– – -34,900 Closed
15 16 17
18
19