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Invesco
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Overview Fund Activity

427 hedge funds and large institutions have $14.6B invested in Invesco in 2013 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 167 increasing their positions, 144 reducing their positions, and 41 closing their positions.

Holders
427
Holders Change
+9
Holders Change %
+2.15%
% of All Funds
13.85%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
52
Increased
167
Reduced
144
Closed
41
Calls
$30.3M
Puts
$26.6M
Net Calls
+$3.72M
Net Calls Change
+$3.7M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$634M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$865M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$94.6M
4
SFM
4
Soros Fund Management
New York
$42.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$314M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$916M
2
TCIM
2
TIAA CREF Investment Management
New York
$50.3M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$0
4
RIM
4
Rainier Investment Management
Washington
$38M
5
AIM
5
abrdn Investment Management
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Geode Capital Management
26
Geode Capital Management
Massachusetts
$98.1M 3,076,482 +66,087 +2%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$94.6M 2,965,640 +1,530,960 +107%
UBS AM
28
UBS AM
Illinois
$90.2M 2,828,015 +3,318 +0.1%
SFM
29
Systematic Financial Management
New Jersey
$87.8M 2,751,042 +63,538 +2%
SB
30
Suntrust Banks
Georgia
$82.4M 2,583,861 +329,177 +15%
HCM
31
Highbridge Capital Management
New York
$80M 2,508,821 +633,843 +34%
ACA
32
Anchor Capital Advisors
Massachusetts
$76M 2,380,962 +220,194 +10%
Wells Fargo
33
Wells Fargo
California
$70.2M 2,201,188 +9,168 +0.4%
MAA
34
Managed Account Advisors
New Jersey
$62.7M 1,966,556 +297,927 +18%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$62.6M 1,961,914 +908,914 +86%
William Blair & Company
36
William Blair & Company
Illinois
$61.2M 1,918,123 -62,509 -3%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$59.4M 1,861,888 +149,201 +9%
PIM
38
Perkins Investment Management
Illinois
$56.5M 1,769,821 -679,504 -28%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$50.3M 1,577,134 +67,230 +4%
TCIM
40
TIAA CREF Investment Management
New York
$50.3M 1,576,524 -2,567,722 -62%
JHIU
41
Janus Henderson Investors US
Colorado
$50.1M 1,570,452 +248,452 +19%
Deutsche Bank
42
Deutsche Bank
Germany
$48M 1,505,663 +124,620 +9%
AI
43
Axiom Investors
Connecticut
$46.8M 1,466,500 -498,600 -25%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$45.1M 1,415,249 -57,670 -4%
Bank of America
45
Bank of America
North Carolina
$44.4M 1,391,432 +183,458 +15%
CC
46
Carlson Capital
Texas
$43.4M 1,359,996 +395,709 +41%
SFM
47
Soros Fund Management
New York
$42.2M 1,322,270 +1,322,270 New
CS
48
Credit Suisse
Switzerland
$42.2M 1,322,190 -132,316 -9%
Morgan Stanley
49
Morgan Stanley
New York
$40.8M 1,278,409 +12,891 +1%
RIM
50
Rainier Investment Management
Washington
$38M 1,192,240 -1,723,450 -59%
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