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Invesco
IVZ

Overview Fund Activity

474 hedge funds and large institutions have $14.1B invested in Invesco in 2013 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 175 increasing their positions, 168 reducing their positions, and 27 closing their positions.

Holders
474
Holders Change
+47
Holders Change %
+11.01%
% of All Funds
13.77%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.23%
New
78
Increased
175
Reduced
168
Closed
27
Calls
$36.4M
Puts
$27.2M
Net Calls
+$9.2M
Net Calls Change
+$5.48M

Top Buyers

1
IIS
1
Ignis Investment Services
United Kingdom
$281M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$237M
3
DCP
3
DSM Capital Partners
Florida
$121M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.09B
5
O
5
OppenheimerFunds
New York
$223M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.39B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$865M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$594M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$241M
5
HCM
5
Highbridge Capital Management
New York
$38.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Geode Capital Management
26
Geode Capital Management
Massachusetts
$119M 3,266,786 +190,304 +6%
EVM
27
Eaton Vance Management
Massachusetts
$118M 3,248,880 -251,597 -7%
VOYA Investment Management
28
VOYA Investment Management
Georgia
$114M 3,136,330 -47,715 -1%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$107M 2,948,540 -17,100 -0.6%
SB
30
Suntrust Banks
Georgia
$103M 2,822,434 +238,573 +9%
UBS AM
31
UBS AM
Illinois
$96.6M 2,654,522 -173,493 -6%
MAA
32
Managed Account Advisors
New Jersey
$94.9M 2,608,171 +641,615 +33%
TCIM
33
TIAA CREF Investment Management
New York
$88.9M 2,442,808 +866,284 +55%
ACA
34
Anchor Capital Advisors
Massachusetts
$87.6M 2,406,136 +25,174 +1%
Wells Fargo
35
Wells Fargo
California
$82.7M 2,272,341 +71,153 +3%
CRM
36
Cramer Rosenthal McGlynn
Connecticut
$82.3M 2,261,086 -1,155,596 -34%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$81.4M 2,226,795 +1,053,364 +90%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$78M 2,142,118 +280,230 +15%
Morgan Stanley
39
Morgan Stanley
New York
$75.4M 2,071,096 +792,687 +62%
TA
40
Teachers Advisors
New York
$63.6M 1,748,189 +1,269,027 +265%
CS
41
Credit Suisse
Switzerland
$61.7M 1,695,502 +373,312 +28%
Deutsche Bank
42
Deutsche Bank
Germany
$58.1M 1,597,173 +91,510 +6%
AI
43
Axiom Investors
Connecticut
$58M 1,593,100 +126,600 +9%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$57.7M 1,583,830 +6,696 +0.4%
PIM
45
Perkins Investment Management
Illinois
$57.2M 1,570,294 -199,527 -11%
Bank of America
46
Bank of America
North Carolina
$57.1M 1,569,720 +178,288 +13%
RFC
47
Regions Financial Corp
Alabama
$50.7M 1,392,635 +343,400 +33%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$50.4M 1,383,549 -31,700 -2%
AII
49
AGF Investments Inc
Ontario, Canada
$48.4M 1,329,157 +193,276 +17%
BlackRock
50
BlackRock
New York
$43.7M 1,200,023 +177,227 +17%
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