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Invesco
IVZ

Overview Fund Activity

513 hedge funds and large institutions have $10.4B invested in Invesco in 2016 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 182 increasing their positions, 212 reducing their positions, and 63 closing their positions.

Holders
513
Holders Change
-19
Holders Change %
-3.57%
% of All Funds
13.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
47
Increased
182
Reduced
212
Closed
63
Calls
$78.5M
Puts
$22M
Net Calls
+$56.6M
Net Calls Change
+$14.6M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.19B
2
AAMU
2
Amundi Asset Management US
Massachusetts
$66.3M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$46.2M
4
Capital International Investors
4
Capital International Investors
California
$390M
5
Morgan Stanley
5
Morgan Stanley
New York
$120M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$187M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$8.01M
3
WHG
3
Westwood Holdings Group
Texas
$0
4
Victory Capital Management
4
Victory Capital Management
Texas
$70.6M
5
Prudential Financial
5
Prudential Financial
New Jersey
$26.8M
Name Market Value Shares Shares
Change 		Shares
Change %
BIM
26
BlackRock Investment Management
Delaware
$96.8M 3,094,072 -8,309 -0.3%
Norges Bank
27
Norges Bank
Norway
$94.3M 3,156,671 +100,000 +3%
SFM
28
Systematic Financial Management
New Jersey
$82.8M 2,647,340 -208,711 -7%
Goldman Sachs
29
Goldman Sachs
New York
$82.1M 2,624,639 -1,387,177 -35%
Pzena Investment Management
30
Pzena Investment Management
New York
$78.9M 2,523,211 -368,241 -13%
Manulife (Manufacturers Life Insurance)
31
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$77.9M 2,490,607 +543,447 +28%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$77.2M 2,469,751 -162,255 -6%
SCM
33
Sterling Capital Management
North Carolina
$76.6M 2,450,271 -23,753 -1%
Victory Capital Management
34
Victory Capital Management
Texas
$70.6M 2,258,166 -1,765,499 -44%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$69.4M 2,218,831 +78,369 +4%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$68.6M 2,193,820 -60,910 -3%
AAMU
37
Amundi Asset Management US
Massachusetts
$66.3M 2,120,871 +1,854,088 +695%
Citadel Advisors
38
Citadel Advisors
Florida
$64.2M 2,053,672 -285,671 -12%
AII
39
AGF Investments Inc
Ontario, Canada
$49.5M 1,584,127 -34,519 -2%
EVM
40
Eaton Vance Management
Massachusetts
$46.3M 1,481,816 -13,187 -0.9%
ClearBridge Investments
41
ClearBridge Investments
New York
$46.2M 1,477,244 +1,477,244 New
BTS
42
BB&T Securities
Virginia
$44M 1,406,826 -11,088 -0.8%
RFC
43
Regions Financial Corp
Alabama
$43.2M 1,382,924 -10,999 -0.8%
Citigroup
44
Citigroup
New York
$42.7M 1,363,988 -436,902 -24%
GT
45
Glenmede Trust
Pennsylvania
$41.7M 1,332,150 +166,270 +14%
Stifel Financial
46
Stifel Financial
Missouri
$41.1M 1,312,061 +241,563 +23%
UBS AM
47
UBS AM
Illinois
$40.9M 1,308,474 -4,994 -0.4%
CGT
48
Capital Guardian Trust
California
$40.7M 1,301,398 +6,158 +0.5%
BlackRock
49
BlackRock
New York
$39.7M 1,268,771 +6,709 +0.5%
PCM
50
PAR Capital Management
Massachusetts
$38.3M 1,225,000 +305,000 +33%
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