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Invesco
IVZ

Overview Fund Activity

613 hedge funds and large institutions have $12.3B invested in Invesco in 2017 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 236 increasing their positions, 202 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
+68
Holders Change %
+12.48%
% of All Funds
13.92%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
106
Increased
236
Reduced
202
Closed
35
Calls
$47.3M
Puts
$27.5M
Net Calls
+$19.8M
Net Calls Change
-$7.65M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
+$84.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$73M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$54.2M
4
Deutsche Bank
Deutsche Bank
Germany
+$45.7M
5
Prudential Financial
Prudential Financial
New Jersey
+$45.1M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$94.1M
2
SSM
Sound Shore Management
Connecticut
-$93M
3
HCM
Highfields Capital Management
Massachusetts
-$92.6M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$67.3M
5
Ameriprise
Ameriprise
Minnesota
-$64.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IUHSA
451
Itau Unibanco Holding S.A.
Brazil
$325K +$92.9K +2,546 +40%
AIP
452
Ameritas Investment Partners
Nebraska
$322K -$17.2K -471 -5%
VAM
453
Verity Asset Management
North Carolina
$321K +$1.82K +50 +0.6%
LNWWM
454
Laird Norton Wetherby Wealth Management
California
$315K +$9.4K +257 +3%
WCM
455
Wunderlich Capital Managemnt
Tennessee
$313K +$313K +8,562 New
CIM
456
Contravisory Investment Management
Massachusetts
$312K +$41.3K +1,130 +15%
EGA
457
E&G Advisors
Texas
$311K -$198K -5,400 -39%
PWMAG
458
Pinnacle Wealth Management Advisory Group
New Jersey
$310K +$11.6K +316 +4%
CA
459
Calton & Associates
Florida
$301K +$301K +8,013 New
AF
460
Advisornet Financial
Minnesota
$301K +$301K +8,238 New
W
461
Wealthfront
California
$300K +$19.5K +533 +7%
PCMC
462
Paragon Capital Management (Colorado)
Colorado
$300K +$300K +8,219 New
FTC
463
Farmers Trust Company
Ohio
$297K -$19K -520 -6%
LNB
464
Ledyard National Bank
$296K -$5.49K -150 -2%
PCM
465
Penserra Capital Management
California
$294K -$71.2K -1,954 -19%
MCM
466
Maple Capital Management
Vermont
$293K -$135K -3,706 -32%
SIM
467
SSI Investment Management
California
$292K -$442 -12 -0.2%
PP
468
Paloma Partners
Connecticut
$291K +$291K +7,961 New
VF
469
Virtu Financial
New York
$279K -$18.1K -497 -6%
HS
470
HighVista Strategies
Massachusetts
$278K -$51.2K -1,400 -16%
GCC
471
Game Creek Capital
Massachusetts
$278K +$278K +7,600 New
RCA
472
Rowland Carmichael Advisors
Arizona
$276K – – –
ONB
473
Old National Bancorp
Indiana
$275K -$3.67K -100 -1%
Northwestern Mutual Wealth Management
474
Northwestern Mutual Wealth Management
Wisconsin
$275K +$13.3K +364 +5%
CWM
475
Cornerstone Wealth Management
Missouri
$272K -$13K -355 -5%
17 18
19
20 21