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Invesco
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Overview Fund Activity

544 hedge funds and large institutions have $14.3B invested in Invesco in 2015 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 215 increasing their positions, 222 reducing their positions, and 52 closing their positions.

Holders
544
Holders Change
-16
Holders Change %
-2.86%
% of All Funds
14.51%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.27%
New
42
Increased
215
Reduced
222
Closed
52
Calls
$69.4M
Puts
$10M
Net Calls
+$59.4M
Net Calls Change
+$38.4M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$322M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.07B
3
EVM
3
Eaton Vance Management
Massachusetts
$112M
4
Citadel Advisors
4
Citadel Advisors
Florida
$302M
5
UBS Group
5
UBS Group
Switzerland
$460M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$140M
2
American Century Companies
2
American Century Companies
Missouri
$50.6M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$637M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$523M
5
Ameriprise
5
Ameriprise
Minnesota
$225M
Name Market Value Shares Shares
Change 		Shares
Change %
ONB
451
Old National Bancorp
Indiana
$243K 6,113 +6,113 New
CONA
452
Capital One National Association
New York
$236K 5,928 -4,358 -42%
MSU
453
Maple Securities USA
New Jersey
$233K 5,861 -11,237 -66%
AP
454
Advisor Partners
California
$228K 5,742 +5,742 New
FCT
455
Family Capital Trust
Massachusetts
$224K 5,640 -325 -5%
GCA
456
Greenwood Capital Associates
South Carolina
$222K 5,603 -475 -8%
TU
457
TDAM USA
Ontario, Canada
$221K 5,570 +87 +2%
SCM
458
Suffolk Capital Management
New York
$210K 5,300 – –
ATC
459
Argent Trust Co
Tennessee
$206K 5,181 -288 -5%
Jane Street
460
Jane Street
New York
$204K 5,133 +5,133 New
PAG
461
Private Advisor Group
New Jersey
$201K 5,063 -2,090 -29%
SIG
462
Schooner Investment Group
Pennsylvania
$199K 5,000 -4,500 -47%
DVM
463
Dreman Value Management
Florida
$193K 4,875 +431 +10%
LS
464
Lupo Securities
Illinois
$189K 4,763 -1,442 -23%
FMLI
465
Fukoku Mutual Life Insurance
Japan
$187K 4,700 -1,000 -18%
CTC
466
Central Trust Company
Missouri
$168K 4,225 – –
AIM
467
Assured Investment Management
New York
$164K 4,131 +4,131 New
IPC
468
Independent Portfolio Consultants
Florida
$144K 3,639 -4,179 -53%
JWM
469
Jacobus Wealth Management
Wisconsin
$143K 3,600 – –
FNBT
470
FineMark National Bank & Trust
Florida
$142K 3,560 -2,918 -45%
FA
471
Friess Associates
Delaware
$135K 3,410 – –
MAM
472
Mizuho Asset Management
Japan
$125K 3,151 +1,238 +65%
LWM
473
LBA Wealth Management
Florida
$122K 3,085 -600 -16%
TNB
474
Thomasville National Bank
Georgia
$120K 3,012 +3,012 New
GIS
475
Guardian Investor Services
New York
$118K 2,965 -22 -0.7%
17 18
19
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