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Invesco
IVZ

Overview Fund Activity

530 hedge funds and large institutions have $13.2B invested in Invesco in 2015 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 199 increasing their positions, 201 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
-7
Holders Change %
-1.3%
% of All Funds
13.92%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
64
Increased
199
Reduced
201
Closed
66
Calls
$52.7M
Puts
$17.5M
Net Calls
+$35.2M
Net Calls Change
+$18.2M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$599M
2
Ameriprise
2
Ameriprise
Minnesota
$243M
3
BA
3
BlackRock Advisors
Delaware
$72.8M
4
SCM
4
Sterling Capital Management
North Carolina
$61.6M
5
Deutsche Bank
5
Deutsche Bank
Germany
$190M

Top Sellers

1
LTI
1
Laffer Tengler Investments
Tennessee
$1.37B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$560M
3
Citadel Advisors
3
Citadel Advisors
Florida
$117M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$562M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$312M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
426
Mizuho Asset Management
Japan
$178K +$24.1K +721 +16%
FMLI
427
Fukoku Mutual Life Insurance
Japan
$157K – – –
CTC
428
Central Trust Company
Missouri
$153K +$11.6K +346 +8%
LNB
429
Ledyard National Bank
$151K -$2.06M -61,450 -93%
SC
430
SRB Corp
Massachusetts
$151K – – –
DADC
431
D.A. Davidson & Co
Montana
$143K +$142K +4,255 +9,895%
CCM
432
Cutler Capital Management
Massachusetts
$134K +$134K +4,000 New
FA
433
Friess Associates
Delaware
$114K – – –
SF
434
Synovus Financial
Georgia
$114K +$61.1K +1,800 +116%
Bessemer Group
435
Bessemer Group
New Jersey
$111K -$98.4K -2,938 -47%
WA
436
WFG Advisors
Texas
$102K +$1.94K +58 +2%
MFBTD
437
MB Financial Bank - Trust Department
Illinois
$100K -$4.4K -132 -4%
ICOM
438
Investment Counselors of Maryland
Maryland
$100K +$100K +2,987 New
EP
439
Edinburgh Partners
United Kingdom
$97K +$28.3K +847 +41%
PAM
440
PartnerRe Asset Management
Connecticut
$96K -$163K -4,886 -63%
CG
441
Cutler Group
California
$94K +$94K +2,814 New
PAIA
442
Park Avenue Institutional Advisers
New York
$92K -$3.55K -106 -4%
WAM
443
Wealthspire Advisors (Maryland)
Maryland
$89K +$89K +2,657 New
FIB
444
First Interstate Bank
Montana
$87K +$83.4K +2,500 +2,336%
FHA
445
First Horizon Advisors
Tennessee
$79K +$28.3K +858 +56%
FNBT
446
FineMark National Bank & Trust
Florida
$70K -$51.2K -1,528 -42%
WT
447
Whittier Trust
California
$70K -$12.6K -374 -15%
FCT
448
Family Capital Trust
Massachusetts
$70K -$11.7K -350 -14%
Northwestern Mutual Wealth Management
449
Northwestern Mutual Wealth Management
Wisconsin
$69K +$15.5K +464 +29%
GLI
450
Guardian Life Insurance
New York
$67K -$16.5K -495 -20%
16 17
18
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