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Invesco
IVZ

Overview Fund Activity

499 hedge funds and large institutions have $2.81B invested in Invesco in 2020 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 195 increasing their positions, 170 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
-18
Holders Change %
-3.48%
% of All Funds
11.02%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
72
Increased
195
Reduced
170
Closed
87
Calls
$33.8M
Puts
$22.6M
Net Calls
+$11.3M
Net Calls Change
-$34.2M

Top Buyers

1
PP
Prudential plc
United Kingdom
+$43.9M
2
CIM
Contrarius Investment Management
Jersey
+$27.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$27.7M
4
CAG
Csenge Advisory Group
Florida
+$24.3M
5
Bank of America
Bank of America
North Carolina
+$11.5M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$35.3M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$33M
3
RP
Reinhart Partners
Wisconsin
-$28.8M
4
Citadel Advisors
Citadel Advisors
Florida
-$19.5M
5
KP
Kiltearn Partners
United Kingdom
-$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPWA
426
TRUE Private Wealth Advisors
Oregon
$12K – – –
JWA
427
JFS Wealth Advisors
Pennsylvania
$12K +$12K +1,300 New
CIR
428
Clear Investment Research
Georgia
$11K -$2.75K -300 -20%
First Manhattan
429
First Manhattan
New York
$11K +$11K +1,257 New
APA
430
American Portfolios Advisors
New York
$10.9K -$463 -51 -4%
SWM
431
Sugarloaf Wealth Management
Georgia
$10K +$27 +3 +0.3%
AT
432
Arden Trust
Delaware
$10K +$10K +1,059 New
CG
433
Cutler Group
California
$9K -$73.5K -8,989 -89%
LWM
434
Liberty Wealth Management
California
$9K -$4.12K -455 -31%
CFGS
435
Concourse Financial Group Securities
Alabama
$9K -$168 -18 -2%
OC
436
Oakworth Capital
Alabama
$9K – – –
GCM
437
Gables Capital Management
Florida
$9K – – –
SIA
438
SeaBridge Investment Advisors
New Jersey
$9K +$4.5K +500 +100%
LC
439
Lindbrook Capital
California
$9K +$9K +957 New
PFBT
440
Parkside Financial Bank & Trust
Missouri
$8K +$2.96K +322 +59%
MRCM
441
M&R Capital Management
New Jersey
$8K +$2.93K +350 +58%
PFO
442
Pathstone Family Office
New Jersey
$8K +$8K +857 New
RCA
443
Ranch Capital Advisors
Florida
$7K – – –
PG
444
Proffitt & Goodson
Tennessee
$7K – – –
SIS
445
Sound Income Strategies
Florida
$7K +$52 +6 +0.8%
KFI
446
Key Financial Inc
Pennsylvania
$7K +$7K +700 New
OAM
447
Oppenheimer Asset Management
New York
$6K -$798K -92,052 -99%
VCP
448
Verus Capital Partners
Arizona
$6K -$1.39K -155 -19%
GI
449
Gradient Investments
Minnesota
$6K -$588 -66 -9%
MCM
450
McMillion Capital Management
North Carolina
$6K – – –
16 17
18
19 20