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Invesco
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Overview Fund Activity

512 hedge funds and large institutions have $14.4B invested in Invesco in 2014 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 204 increasing their positions, 178 reducing their positions, and 27 closing their positions.

Holders
512
Holders Change
+25
Holders Change %
+5.13%
% of All Funds
14.87%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.44%
New
59
Increased
204
Reduced
178
Closed
27
Calls
$44.8M
Puts
$13.5M
Net Calls
+$31.3M
Net Calls Change
-$5.34M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$978M
2
U
2
UBS
Switzerland
$344M
3
Ameriprise
3
Ameriprise
Minnesota
$216M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$132M
5
TCIM
5
TIAA CREF Investment Management
New York
$141M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.15B
2
Citadel Advisors
2
Citadel Advisors
Florida
$115M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$148M
4
EVM
4
Eaton Vance Management
Massachusetts
$88.7M
5
Norges Bank
5
Norges Bank
Norway
$53.4M
Name Market Value Shares Shares
Change 		Shares
Change %
RNS
451
Robert N. Shapiro
$160K 4,050 +1,000 +33%
LWM
452
LBA Wealth Management
Florida
$145K 3,685 – –
JWM
453
Jacobus Wealth Management
Wisconsin
$142K 3,600 +475 +15%
ST
454
Smithfield Trust
Pennsylvania
$142K 3,590 +3,230 +897%
FA
455
Friess Associates
Delaware
$135K 3,410 – –
LBG
456
Lloyds Banking Group
United Kingdom
$134K 3,402 -28 -0.8%
GIS
457
Guardian Investor Services
New York
$121K 3,068 -154 -5%
MIC
458
MU Investments Company
Japan
$119K 3,000 -520 -15%
Parallax Volatility Advisers
459
Parallax Volatility Advisers
California
$110K 2,788 +2,788 New
Northwestern Mutual Wealth Management
460
Northwestern Mutual Wealth Management
Wisconsin
$99K 2,501 +102 +4%
GLI
461
Guardian Life Insurance
New York
$97K 2,458 – –
AAM
462
Advisors Asset Management
Colorado
$91K 2,300 -100 -4%
WT
463
Whittier Trust
California
$85K 2,161 – –
EP
464
Edinburgh Partners
United Kingdom
$80K 2,060 – –
PHK
465
Point72 Hong Kong
Hong Kong
$72K 1,833 +1,833 New
HIM
466
Hillsdale Investment Management
Ontario, Canada
$71K 1,800 – –
SAMC
467
Shinko Asset Management Company
Japan
$69K 1,737 -200 -10%
Manulife (Manufacturers Life Insurance)
468
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$64.9K 1,643,755 -14,636 -0.9%
MAM
469
Mizuho Asset Management
Japan
$56K 1,417 +516 +57%
WTC
470
WhitTier Trust Company
Nevada
$54K 1,370 – –
FHA
471
First Horizon Advisors
Tennessee
$48K 1,241 +136 +12%
MA
472
MUFG Americas
New York
$44K 1,120 -180 -14%
HPBT
473
High Point Bank & Trust
North Carolina
$43K 1,100 – –
EFSCE
474
Enterprise Financial Services Corp (EFSC)
Missouri
$42K 1,070 -38 -3%
IMS
475
Index Management Solutions
Pennsylvania
$40K 1,010 +114 +13%
17 18
19
20 21