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Invesco
IVZ

Overview Fund Activity

530 hedge funds and large institutions have $13.2B invested in Invesco in 2015 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 199 increasing their positions, 201 reducing their positions, and 66 closing their positions.

Holders
530
Holders Change
-7
Holders Change %
-1.3%
% of All Funds
13.92%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
64
Increased
199
Reduced
201
Closed
66
Calls
$52.7M
Puts
$17.5M
Net Calls
+$35.2M
Net Calls Change
+$18.2M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$599M
2
Ameriprise
2
Ameriprise
Minnesota
$243M
3
BA
3
BlackRock Advisors
Delaware
$72.8M
4
SCM
4
Sterling Capital Management
North Carolina
$61.6M
5
Deutsche Bank
5
Deutsche Bank
Germany
$190M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$560M
2
Citadel Advisors
2
Citadel Advisors
Florida
$117M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$562M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$312M
5
O
5
OppenheimerFunds
New York
$69.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Geode Capital Management
26
Geode Capital Management
Massachusetts
$113M 3,376,112 -38,396 -1%
SFM
27
Systematic Financial Management
New Jersey
$109M 3,248,938 +469,441 +17%
Bank of America
28
Bank of America
North Carolina
$103M 3,090,997 -233,747 -7%
Wells Fargo
29
Wells Fargo
California
$97.8M 2,920,846 +817,484 +39%
Lord, Abbett & Co
30
Lord, Abbett & Co
New Jersey
$97.7M 2,916,842 -938,044 -24%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$97M 2,895,913 +978,367 +51%
TCM
32
TimesSquare Capital Management
New York
$82.5M 2,464,100 +435,300 +21%
Citigroup
33
Citigroup
New York
$81.5M 2,433,951 +223,361 +10%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$79.1M 2,363,250 -311,729 -12%
Goldman Sachs
35
Goldman Sachs
New York
$74.3M 2,219,630 +374,510 +20%
WHG
36
Westwood Holdings Group
Texas
$72.8M 2,175,909 -109,820 -5%
BA
37
BlackRock Advisors
Delaware
$72.8M 2,174,231 +1,885,232 +652%
O
38
OppenheimerFunds
New York
$69.2M 2,067,004 -1,225,194 -37%
UBS AM
39
UBS AM
Illinois
$67.5M 2,014,856 -454,703 -18%
SIA
40
Sit Investment Associates
Minnesota
$66.7M 1,990,900 +846,760 +74%
Adage Capital Partners
41
Adage Capital Partners
Massachusetts
$65.9M 1,967,569 +308,400 +19%
Two Sigma Investments
42
Two Sigma Investments
New York
$65.7M 1,961,861 -475,889 -20%
American Century Companies
43
American Century Companies
Missouri
$64.2M 1,916,879 +366,061 +24%
SCM
44
Sterling Capital Management
North Carolina
$61.6M 1,839,401 +1,821,701 +10,292%
Neuberger Berman Group
45
Neuberger Berman Group
New York
$61.2M 1,828,372 -756,840 -29%
Dimensional Fund Advisors
46
Dimensional Fund Advisors
Texas
$60.4M 1,802,857 +307,279 +21%
WG
47
Winton Group
United Kingdom
$60.2M 1,797,794 +959,351 +114%
ACA
48
Anchor Capital Advisors
Massachusetts
$59.1M 1,765,458 -73,663 -4%
RFC
49
Regions Financial Corp
Alabama
$57.9M 1,730,005 +38,566 +2%
PIM
50
Perkins Investment Management
Illinois
$56.8M 1,696,378 +941,823 +125%
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