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Invesco
IVZ

Overview Fund Activity

513 hedge funds and large institutions have $10.4B invested in Invesco in 2016 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 182 increasing their positions, 212 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
513
Holders Change
-19
Holders Change %
-3.57%
% of All Funds
13.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
47
Increased
182
Reduced
212
Closed
63
Calls
$78.5M
Puts
$22M
Net Calls
+$56.6M
Net Calls Change
+$14.6M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.19B
2
AAMU
2
Amundi Asset Management US
Massachusetts
$66.3M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$46.2M
4
Capital International Investors
4
Capital International Investors
California
$390M
5
Morgan Stanley
5
Morgan Stanley
New York
$120M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$187M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$8.01M
3
WHG
3
Westwood Holdings Group
Texas
$0
4
Victory Capital Management
4
Victory Capital Management
Texas
$70.6M
5
Prudential Financial
5
Prudential Financial
New Jersey
$26.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMLI
426
Fukoku Mutual Life Insurance
Japan
$147K – – –
AIM
427
Anchor Investment Management
South Carolina
$126K -$20.1K -643 -14%
GXMC
428
Global X Management Company
New York
$113K +$59.5K +1,898 +111%
MAM
429
Mizuho Asset Management
Japan
$111K -$63.3K -2,019 -36%
IA
430
IFP Advisors
Florida
$109K +$26.2K +839 +32%
VIA
431
Virtus Investment Advisers
Connecticut
$107K +$107K +3,409 New
WA
432
WFG Advisors
Texas
$99K -$2.23K -71 -2%
MFBTD
433
MB Financial Bank - Trust Department
Illinois
$94K – – –
Parallax Volatility Advisers
434
Parallax Volatility Advisers
California
$94K +$94K +2,994 New
PI
435
PineBridge Investments
New York
$93K -$310K -9,936 -77%
NIPH
436
NN Investment Partners Holdings
Netherlands
$91K – – –
EP
437
Edinburgh Partners
United Kingdom
$91K – – –
DSC
438
Duncker Streett & Co
Missouri
$89K +$65.5K +2,107 +279%
Bessemer Group
439
Bessemer Group
New Jersey
$80K – – –
LNB
440
Ledyard National Bank
$75K – – –
CLOS
441
Compagnie Lombard Odier SCmA
Switzerland
$75K +$27K +869 +56%
FIB
442
First Interstate Bank
Montana
$74K +$2.43K +78 +3%
FNBT
443
FineMark National Bank & Trust
Florida
$71K – – –
PCP
444
Proficio Capital Partners
Massachusetts
$70K -$1.19K -38 -2%
VFA
445
Virtus Fund Advisers
Connecticut
$68K +$41.7K +1,342 +159%
WT
446
Whittier Trust
California
$65K – – –
CII
447
Capital International Inc
California
$63K – – –
FMA
448
FNY Managed Accounts
New York
$62.5K +$62.5K +2,000 New
MCM
449
Manchester Capital Management
Vermont
$54K – – –
FHA
450
First Horizon Advisors
Tennessee
$53K -$32.6K -1,092 -38%
16 17
18
19 20