IVZ icon

Invesco
IVZ

Overview Fund Activity

555 hedge funds and large institutions have $13.4B invested in Invesco in 2015 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 241 increasing their positions, 181 reducing their positions, and 41 closing their positions.

Holders
555
Holders Change
+11
Holders Change %
+2.02%
% of All Funds
14.97%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.22%
New
60
Increased
241
Reduced
181
Closed
41
Calls
$51.4M
Puts
$14.6M
Net Calls
+$36.8M
Net Calls Change
-$22.6M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$415M
2
Citadel Advisors
2
Citadel Advisors
Florida
$372M
3
NAM
3
NorthCoast Asset Management
Connecticut
$59.1M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$87.1M
5
CI Investments Inc
5
CI Investments Inc
Ontario, Canada
$56.3M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$352M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$904M
3
Goldman Sachs
3
Goldman Sachs
New York
$107M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$419M
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$5.97M
Name Market Value Shares Shares
Change 		Shares
Change %
VFA
26
Virtus Fund Advisers
Connecticut
$112M 2,990,496 +324,300 +12%
Goldman Sachs
27
Goldman Sachs
New York
$107M 2,851,101 -2,937,634 -51%
EVM
28
Eaton Vance Management
Massachusetts
$102M 2,713,331 -109,563 -4%
UBS AM
29
UBS AM
Illinois
$95.9M 2,557,884 +111,620 +5%
Morgan Stanley
30
Morgan Stanley
New York
$95.5M 2,547,698 +1,178,228 +86%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$93.4M 2,490,910 -125,070 -5%
Two Sigma Investments
32
Two Sigma Investments
New York
$87.1M 2,323,786 +1,344,453 +137%
TCIM
33
TIAA CREF Investment Management
New York
$85.1M 2,270,874 +281,000 +14%
WHG
34
Westwood Holdings Group
Texas
$82.3M 2,194,416 -118,437 -5%
Wells Fargo
35
Wells Fargo
California
$80.4M 2,145,901 +135,252 +7%
SFM
36
Systematic Financial Management
New Jersey
$79.2M 2,112,956 +79,278 +4%
Millennium Management
37
Millennium Management
New York
$78.9M 2,105,338 -112,660 -5%
TCM
38
TimesSquare Capital Management
New York
$73.3M 1,954,500 -41,800 -2%
ACA
39
Anchor Capital Advisors
Massachusetts
$69.7M 1,859,497 -33,696 -2%
Pzena Investment Management
40
Pzena Investment Management
New York
$61.2M 1,631,500 -1,650 -0.1%
Bank of America
41
Bank of America
North Carolina
$60.9M 1,624,451 +220,683 +16%
RFC
42
Regions Financial Corp
Alabama
$59.4M 1,585,622 +16,469 +1%
NAM
43
NorthCoast Asset Management
Connecticut
$59.1M 1,575,745 +1,575,745 New
Deutsche Bank
44
Deutsche Bank
Germany
$58.1M 1,550,599 -63,282 -4%
American Century Companies
45
American Century Companies
Missouri
$56.6M 1,509,581 +235,421 +18%
CI Investments Inc
46
CI Investments Inc
Ontario, Canada
$56.3M 1,501,100 +1,230,400 +455%
MAA
47
Managed Account Advisors
New Jersey
$55.5M 1,480,256 -140,123 -9%
TAM
48
Todd Asset Management
Kentucky
$54.7M 1,458,160 +15,554 +1%
Norges Bank
49
Norges Bank
Norway
$54.6M 1,457,112 +50,013 +4%
BlackRock
50
BlackRock
New York
$54.1M 1,441,780 +266,830 +23%
1
2
3 4 5