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Invesco
IVZ

Overview Fund Activity

560 hedge funds and large institutions have $16.8B invested in Invesco in 2014 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 200 increasing their positions, 209 reducing their positions, and 26 closing their positions.

Holders
560
Holders Change
+48
Holders Change %
+9.38%
% of All Funds
14.95%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.29%
New
83
Increased
200
Reduced
209
Closed
26
Calls
$34.6M
Puts
$13.6M
Net Calls
+$21M
Net Calls Change
-$10.3M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$390M
2
Victory Capital Management
2
Victory Capital Management
Texas
$198M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.12B
4
Millennium Management
4
Millennium Management
New York
$116M
5
Citadel Advisors
5
Citadel Advisors
Florida
$203M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$750M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$794M
3
EVM
3
Eaton Vance Management
Massachusetts
$4.47M
4
American Century Companies
4
American Century Companies
Missouri
$177M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$122M
Name Market Value Shares Shares
Change 		Shares
Change %
TCIM
26
TIAA CREF Investment Management
New York
$129M 3,267,249 -306,596 -9%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$129M 3,259,746 +115,378 +4%
Wellington Management Group
28
Wellington Management Group
Massachusetts
$122M 3,098,186 -923,968 -23%
Millennium Management
29
Millennium Management
New York
$116M 2,934,378 +2,635,704 +882%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$112M 2,836,099 -495,311 -15%
Adage Capital Partners
31
Adage Capital Partners
Massachusetts
$112M 2,830,469 +538,500 +23%
CS
32
Credit Suisse
Switzerland
$109M 2,756,901 +351,456 +15%
UBS AM
33
UBS AM
Illinois
$103M 2,611,265 -22,221 -0.8%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$103M 2,609,210 -159,490 -6%
WHG
35
Westwood Holdings Group
Texas
$99.8M 2,525,224 -146,856 -5%
VFA
36
Virtus Fund Advisers
Connecticut
$98.1M 2,482,545 +159,750 +7%
SFM
37
Systematic Financial Management
New Jersey
$96.8M 2,448,547 -128,457 -5%
ACA
38
Anchor Capital Advisors
Massachusetts
$81M 2,050,339 -132,787 -6%
Wells Fargo
39
Wells Fargo
California
$79.1M 2,000,598 -55,271 -3%
Morgan Stanley
40
Morgan Stanley
New York
$75.9M 1,920,576 +249,701 +15%
TCM
41
TimesSquare Capital Management
New York
$75.6M 1,913,300 -199,600 -9%
Pzena Investment Management
42
Pzena Investment Management
New York
$65.2M 1,648,866 +34,045 +2%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$63.6M 1,712,651 -2,742 -0.2%
Bank of America
44
Bank of America
North Carolina
$63.3M 1,601,253 -169,903 -10%
RFC
45
Regions Financial Corp
Alabama
$60.8M 1,537,213 -38,925 -2%
AI
46
Axiom Investors
Connecticut
$59.3M 1,501,000 -324,300 -18%
Deutsche Bank
47
Deutsche Bank
Germany
$58.4M 1,477,909 +63,344 +4%
AII
48
AGF Investments Inc
Ontario, Canada
$55M 1,392,532 +38,948 +3%
Teacher Retirement System of Texas
49
Teacher Retirement System of Texas
Texas
$54.7M 1,384,474 +1,369,807 +9,339%
Norges Bank
50
Norges Bank
Norway
$53.5M 1,353,810 – –
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