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Invesco
IVZ

Overview Fund Activity

532 hedge funds and large institutions have $8.69B invested in Invesco in 2016 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 229 increasing their positions, 167 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+16
Holders Change %
+3.1%
% of All Funds
14.22%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
67
Increased
229
Reduced
167
Closed
45
Calls
$62.3M
Puts
$20.2M
Net Calls
+$42M
Net Calls Change
-$10.8M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$520M
2
American Century Companies
2
American Century Companies
Missouri
$115M
3
Citadel Advisors
3
Citadel Advisors
Florida
$59.7M
4
BIM
4
BlackRock Investment Management
Delaware
$79.2M
5
Prudential Financial
5
Prudential Financial
New Jersey
$59.1M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$211M
2
Ameriprise
2
Ameriprise
Minnesota
$190M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$293M
4
EVM
4
Eaton Vance Management
Massachusetts
$38.2M
5
TCM
5
TimesSquare Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
426
Central Trust Company
Missouri
$152K -$4.48K -175 -3%
MAM
427
Mizuho Asset Management
Japan
$142K +$61.5K +2,406 +76%
SC
428
SRB Corp
Massachusetts
$122K -$10.6K -413 -8%
FMLI
429
Fukoku Mutual Life Insurance
Japan
$120K – – –
PHK
430
Point72 Hong Kong
Hong Kong
$120K +$12.8K +500 +12%
AIM
431
Anchor Investment Management
South Carolina
$119K +$153 +6 +0.1%
Fuller & Thaler Asset Management
432
Fuller & Thaler Asset Management
California
$115K +$115K +4,500 New
RWA
433
Ropes Wealth Advisors
Massachusetts
$112K +$96.1K +3,757 +606%
PCM
434
Penserra Capital Management
California
$111K -$1.69K -66 -2%
FFC
435
First Financial Corp
Indiana
$93K -$392K -15,375 -81%
CCA
436
Checchi Capital Advisers
California
$90K -$13K -511 -13%
Walleye Trading
437
Walleye Trading
New York
$84K +$84K +3,276 New
WA
438
WFG Advisors
Texas
$82K +$3.89K +153 +5%
Northwestern Mutual Wealth Management
439
Northwestern Mutual Wealth Management
Wisconsin
$80K +$1.77K +70 +2%
WTC
440
WhitTier Trust Company
Nevada
$79K +$7.44K +290 +10%
MFBTD
441
MB Financial Bank - Trust Department
Illinois
$77K – – –
NIPH
442
NN Investment Partners Holdings
Netherlands
$74K – – –
EP
443
Edinburgh Partners
United Kingdom
$74K – – –
FHA
444
First Horizon Advisors
Tennessee
$72K +$22.5K +898 +46%
EA
445
Euclid Advisors
Connecticut
$72K +$72K +2,830 New
JFGIW
446
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$69K – – –
IA
447
IFP Advisors
Florida
$68K +$44.9K +1,753 +194%
PAIA
448
Park Avenue Institutional Advisers
New York
$67K -$1.02K -40 -1%
PCP
449
Proficio Capital Partners
Massachusetts
$66K -$3.12K -107 -5%
Bessemer Group
450
Bessemer Group
New Jersey
$65K -$224K -8,817 -78%
16 17
18
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