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Invesco
IVZ

Overview Fund Activity

587 hedge funds and large institutions have $10.6B invested in Invesco in 2018 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 245 increasing their positions, 205 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
587
Holders Change
-26
Holders Change %
-4.24%
% of All Funds
13.47%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
64
Increased
245
Reduced
205
Closed
83
Calls
$49.3M
Puts
$27.3M
Net Calls
+$22.1M
Net Calls Change
+$2.24M

Top Buyers

1
BlackRock
BlackRock
New York
+$105M
2
American Century Companies
American Century Companies
Missouri
+$63.6M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$57.7M
4
Ameriprise
Ameriprise
Minnesota
+$54M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$47.6M

Top Sellers

1
AAMU
Amundi Asset Management US
Massachusetts
-$179M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$111M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$69.4M
4
HCM
Highfields Capital Management
Massachusetts
-$67M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$64.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ICOM
426
Investment Counselors of Maryland
Maryland
$318K +$11.1K +347 +4%
SC
427
Scotia Capital
Ontario, Canada
$317K -$41.7K -1,301 -12%
ECM
428
Everence Capital Management
Indiana
$311K – – –
WCM
429
Wunderlich Capital Managemnt
Tennessee
$307K +$33K +1,030 +12%
RMAM
430
Raab & Moskowitz Asset Management
New Jersey
$299K -$76.2K -2,387 -20%
SMM
431
Stadion Money Management
Georgia
$299K -$63.6K -1,987 -18%
KRSITF
432
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$298K -$47.6K -1,490 -14%
ARMT
433
Amica Retiree Medical Trust
Rhode Island
$296K -$194K -6,056 -40%
AP
434
Advisor Partners
California
$296K -$35.7K -1,117 -11%
CIM
435
Contravisory Investment Management
Massachusetts
$296K +$22.9K +716 +8%
CA
436
Cetera Advisors
Colorado
$289K +$289K +9,100 New
SFG
437
SevenBridge Financial Group
Pennsylvania
$288K +$288K +8,985 New
AIP
438
Ameritas Investment Partners
Nebraska
$282K – – –
IRF
439
IBM Retirement Fund
New York
$282K +$91.4K +2,858 +48%
CAM
440
CenterStar Asset Management
Illinois
$276K -$6K – –
CG
441
Clinton Group
New York
$276K +$276K +8,613 New
EGA
442
E&G Advisors
Texas
$272K – – –
LNWWM
443
Laird Norton Wetherby Wealth Management
California
$270K -$6.15K -192 -2%
VF
444
Virtu Financial
New York
$269K +$24.6K +770 +10%
VAM
445
Verity Asset Management
North Carolina
$268K -$14.2K -444 -5%
PWMAG
446
Pinnacle Wealth Management Advisory Group
New Jersey
$268K -$3.13K -98 -1%
CWM
447
Cornerstone Wealth Management
Missouri
$262K +$32.1K +1,038 +14%
APA
448
American Portfolios Advisors
New York
$256K +$33.2K +1,036 +15%
ONB
449
Old National Bancorp
Indiana
$255K +$14.8K +463 +6%
HS
450
HighVista Strategies
Massachusetts
$253K +$9.61K +300 +4%
16 17
18
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