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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 %
Jane Street
426
Jane Street
New York
$268K 6,798 -2,227 -25%
FNBT
427
FineMark National Bank & Trust
Florida
$260K 6,570 +491 +8%
AIM
428
Acuity Investment Management
Ontario, Canada
$257K 6,500 – –
FMLI
429
Fukoku Mutual Life Insurance
Japan
$253K 6,400 – –
Walleye Trading
430
Walleye Trading
New York
$251K 6,367 +6,367 New
LNWWM
431
Laird Norton Wetherby Wealth Management
California
$250K 6,336 +21 +0.3%
OMCS
432
Old Mutual Customised Solutions
South Africa
$245K 6,200 -1,500 -19%
MIS
433
Morningstar Investment Services
Illinois
$239K 6,054 +165 +3%
FCT
434
Family Capital Trust
Massachusetts
$235K 5,965 -102,994 -95%
WIL
435
Winifred I. Li
$233K 5,896 – –
SEC
436
Seven Eight Capital
New York
$227K 5,739 +5,739 New
GMIM
437
General Motors Investment Management
New York
$221K 5,601 +5,601 New
TU
438
TDAM USA
Ontario, Canada
$220K 5,583 +5,583 New
TNB
439
Thomasville National Bank
Georgia
$215K 5,456 -3,437 -39%
DSC
440
Duncker Streett & Co
Missouri
$213K 5,400 – –
MCM
441
MAI Capital Management
Ohio
$209K 5,294 -565 -10%
SCM
442
Suffolk Capital Management
New York
$209K 5,300 – –
BUB
443
BBVA USA Bancshares
Texas
$204K 5,169 +5,169 New
TFA
444
Transamerica Financial Advisors
Florida
$203K 5,130 -811 -14%
CCMG
445
Clark Capital Management Group
Pennsylvania
$202K 5,127 +5,127 New
I
446
IberiaBank
Louisiana
$201K 5,094 -1,300 -20%
CTC
447
Central Trust Company
Missouri
$168K 4,250 – –
WA
448
WealthTrust-Arizona
Arizona
$165K 4,179 -141 -3%
W
449
Wealthfront
California
$164K 4,153 +887 +27%
DVM
450
Dreman Value Management
Florida
$160K 4,061 +130 +3%
16 17
18
19 20