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Invesco
IVZ

Overview Fund Activity

473 hedge funds and large institutions have $14.1B invested in Invesco in 2014 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 172 increasing their positions, 184 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
-1
Holders Change %
-0.21%
% of All Funds
13.67%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
51
Increased
172
Reduced
184
Closed
46
Calls
$33.3M
Puts
$9.03M
Net Calls
+$24.3M
Net Calls Change
+$15.1M

Top Buyers

1
U
1
UBS
Switzerland
$225M
2
TCM
2
TimesSquare Capital Management
New York
$85.4M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$279M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$922M
5
EVM
5
Eaton Vance Management
Massachusetts
$157M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$923M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.29B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$143M
4
Ameriprise
4
Ameriprise
Minnesota
$111M
5
PIM
5
Perkins Investment Management
Illinois
$2.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
BG
26
BlackRock Group
United Kingdom
$123M -$241K -6,520 -0.2%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$120M -$875K -23,669 -0.7%
VOYA Investment Management
28
VOYA Investment Management
Georgia
$112M -$4.22M -113,969 -4%
Ameriprise
29
Ameriprise
Minnesota
$111M -$88M -2,378,243 -44%
SB
30
Suntrust Banks
Georgia
$105M +$853K +23,043 +0.8%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$103M -$6.42M -173,390 -6%
TCIM
32
TIAA CREF Investment Management
New York
$99.3M +$8.92M +241,017 +10%
UBS AM
33
UBS AM
Illinois
$99M +$739K +19,972 +0.8%
Wells Fargo
34
Wells Fargo
California
$89.8M +$5.72M +154,555 +7%
ACA
35
Anchor Capital Advisors
Massachusetts
$88.3M -$739K -19,969 -0.8%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$86.2M +$6.99M +188,816 +9%
TCM
37
TimesSquare Capital Management
New York
$85.4M +$85.4M +2,306,800 New
MAA
38
Managed Account Advisors
New Jersey
$85M -$11.5M -312,092 -12%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$78.2M +$9.7K +276 +0%
CRM
40
Cramer Rosenthal McGlynn
Connecticut
$76.3M -$7.37M -199,077 -9%
CS
41
Credit Suisse
Switzerland
$68.2M +$5.47M +147,886 +9%
Deutsche Bank
42
Deutsche Bank
Germany
$65M +$5.91M +159,820 +10%
TA
43
Teachers Advisors
New York
$64.4M -$295K -7,963 -0.5%
AI
44
Axiom Investors
Connecticut
$62M +$3.05M +82,530 +5%
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$58.7M +$107K +2,899 +0.2%
Bank of America
46
Bank of America
North Carolina
$57.4M -$649K -17,549 -1%
RFC
47
Regions Financial Corp
Alabama
$55M +$3.48M +94,079 +7%
Mitsubishi UFJ Trust & Banking
48
Mitsubishi UFJ Trust & Banking
Japan
$52.1M +$12M +324,306 +30%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$50.4M -$777K -21,000 -2%
Morgan Stanley
50
Morgan Stanley
New York
$49.7M -$27M -728,494 -35%
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