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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 %
SCA
451
Snowden Capital Advisors
New York
$252K +$41.4K +1,293 +20%
SIM
452
SSI Investment Management
California
$251K -$4.35K -135 -2%
Mirae Asset Global Investments
453
Mirae Asset Global Investments
South Korea
$251K +$34.4K +1,074 +16%
Brown Advisory
454
Brown Advisory
Maryland
$247K -$574K -17,988 -70%
AF
455
Advisornet Financial
Minnesota
$247K -$17.2K -536 -7%
Northwestern Mutual Wealth Management
456
Northwestern Mutual Wealth Management
Wisconsin
$247K +$4.95K +154 +2%
LNB
457
Ledyard National Bank
$245K -$13.9K -435 -5%
FTC
458
Farmers Trust Company
Ohio
$244K -$16K -500 -6%
PCMC
459
Paragon Capital Management (Colorado)
Colorado
$243K -$20.3K -634 -8%
MC
460
Miles Capital
Iowa
$243K +$63K +1,966 +35%
RCA
461
Rowland Carmichael Advisors
Arizona
$241K – – –
GXMC
462
Global X Management Company
New York
$240K +$6.39K +200 +3%
CA
463
Cynosure Advisors
Utah
$238K -$295K -9,223 -55%
Verition Fund Management
464
Verition Fund Management
Connecticut
$236K -$109K -3,415 -32%
CII
465
Capital International Inc
California
$234K -$51.3K -1,600 -18%
CA
466
Calton & Associates
Florida
$233K -$23.1K -723 -9%
NHC
467
Nicholas Hoffman & Company
Georgia
$228K -$97.9K -3,063 -30%
PLFAM
468
Pineno Levin & Ford Asset Management
Virginia
$227K – – –
CFB
469
Cullen/Frost Bankers
Texas
$218K -$2.4K -75 -1%
W
470
Wealthfront
California
$214K -$48.7K -1,523 -19%
CA
471
Commerzbank Aktiengesellschaft
Germany
$210K +$210K +6,557 New
Susquehanna International Group
472
Susquehanna International Group
Pennsylvania
$208K -$4.86M -151,835 -96%
CSIC
473
Clifford Swan Investment Counsel
California
$208K – – –
HFA
474
High Falls Advisors
New York
$206K -$9.65K -302 -4%
SC
475
SRB Corp
Massachusetts
$200K +$27.5K +862 +16%
17 18
19
20 21