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Invesco
IVZ

Overview Fund Activity

418 hedge funds and large institutions have $12.2B invested in Invesco in 2013 Q2 according to their latest regulatory filings, with 418 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
418
Holders Change
+418
Holders Change %
–
% of All Funds
13.65%
Holding in Top 10
6
Holding in Top 10 Change
+6
Holding in Top 10 Change %
%
% of All Funds
0.2%
New
418
Increased
–
Reduced
–
Closed
–
Calls
$24.3M
Puts
$24.3M
Net Calls
+$21K
Net Calls Change
+$21K

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.81B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.07B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$785M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$674M
5
State Street
5
State Street
Massachusetts
$623M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
Lord, Abbett & Co
26
Lord, Abbett & Co
New Jersey
$92.7M 2,914,425 +2,914,425 New
UBS AM
27
UBS AM
Illinois
$89.8M 2,824,697 +2,824,697 New
O
28
OppenheimerFunds
New York
$89M 2,798,614 +2,798,614 New
SFM
29
Systematic Financial Management
New Jersey
$85.5M 2,687,504 +2,687,504 New
PIM
30
Perkins Investment Management
Illinois
$77.9M 2,449,325 +2,449,325 New
SB
31
Suntrust Banks
Georgia
$71.7M 2,254,684 +2,254,684 New
Wells Fargo
32
Wells Fargo
California
$69.7M 2,192,020 +2,192,020 New
AAMU
33
Amundi Asset Management US
Massachusetts
$69.2M 2,176,212 +2,176,212 New
ACA
34
Anchor Capital Advisors
Massachusetts
$68.7M 2,160,768 +2,160,768 New
William Blair & Company
35
William Blair & Company
Illinois
$63M 1,980,632 +1,980,632 New
AI
36
Axiom Investors
Connecticut
$62.5M 1,965,100 +1,965,100 New
HCM
37
Highbridge Capital Management
New York
$59.6M 1,874,978 +1,874,978 New
Millennium Management
38
Millennium Management
New York
$58.7M 1,844,967 +1,844,967 New
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$54.5M 1,712,687 +1,712,687 New
MAA
40
Managed Account Advisors
New Jersey
$53.1M 1,668,629 +1,668,629 New
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$48M 1,509,904 +1,509,904 New
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$46.8M 1,472,919 +1,472,919 New
CS
43
Credit Suisse
Switzerland
$46.3M 1,454,506 +1,454,506 New
Deutsche Bank
44
Deutsche Bank
Germany
$43.9M 1,381,043 +1,381,043 New
JHIU
45
Janus Henderson Investors US
Colorado
$42M 1,322,000 +1,322,000 New
Morgan Stanley
46
Morgan Stanley
New York
$40.2M 1,265,518 +1,265,518 New
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$38.6M 1,212,565 +1,212,565 New
Bank of America
48
Bank of America
North Carolina
$38.4M 1,207,974 +1,207,974 New
CBOA
49
Commonwealth Bank of Australia
Australia
$37.9M 1,192,049 +1,192,049 New
AII
50
AGF Investments Inc
Ontario, Canada
$36.1M 1,134,781 +1,134,781 New
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