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Invesco
IVZ

Overview Fund Activity

613 hedge funds and large institutions have $12.3B invested in Invesco in 2017 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 236 increasing their positions, 202 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
+68
Holders Change %
+12.48%
% of All Funds
13.92%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
106
Increased
236
Reduced
202
Closed
35
Calls
$47.3M
Puts
$27.5M
Net Calls
+$19.8M
Net Calls Change
-$7.65M

Top Buyers

1
AAMU
1
Amundi Asset Management US
Massachusetts
$271M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$244M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$107M
4
Deutsche Bank
4
Deutsche Bank
Germany
$95M
5
Prudential Financial
5
Prudential Financial
New Jersey
$102M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$34.9M
2
SSM
2
Sound Shore Management
Connecticut
$0
3
HCM
3
Highfields Capital Management
Massachusetts
$210M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$6.31M
5
Ameriprise
5
Ameriprise
Minnesota
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
26
Deutsche Bank
Germany
$95M +$45.7M +1,250,184 +93%
Pzena Investment Management
27
Pzena Investment Management
New York
$92M +$257K +7,033 +0.3%
PI
28
Putnam Investments
Massachusetts
$87.5M +$1.02M +27,956 +1%
UBS AM
29
UBS AM
Illinois
$84.1M +$6.71M +183,743 +9%
Janus Henderson Group
30
Janus Henderson Group
United Kingdom
$79.5M -$633K -17,336 -0.8%
TG
31
TCW Group
California
$78.8M -$6.86M -187,840 -8%
Legal & General Group
32
Legal & General Group
United Kingdom
$77.1M -$964K -26,371 -1%
ClearBridge Investments
33
ClearBridge Investments
New York
$69.9M -$369K -10,092 -0.5%
PPA
34
Parametric Portfolio Associates
Washington
$69.5M +$1.48M +40,565 +2%
SCM
35
Sterling Capital Management
North Carolina
$69.4M -$661K -18,103 -0.9%
GT
36
Glenmede Trust
Pennsylvania
$64.9M +$22.5M +617,088 +53%
Stifel Financial
37
Stifel Financial
Missouri
$64.3M +$12.2M +332,598 +23%
Renaissance Technologies
38
Renaissance Technologies
New York
$62.6M +$42.5M +1,162,175 +211%
AII
39
AGF Investments Inc
Ontario, Canada
$60.4M -$1.44M -39,517 -2%
GC
40
Guggenheim Capital
Illinois
$57.7M -$2.45M -66,947 -4%
Wells Fargo
41
Wells Fargo
California
$55.9M +$311K +8,508 +0.6%
TCIM
42
TIAA CREF Investment Management
New York
$55.9M +$27.1M +741,386 +94%
Charles Schwab
43
Charles Schwab
California
$53.7M +$2.82M +77,263 +6%
RFC
44
Regions Financial Corp
Alabama
$53M -$2.71M -74,126 -5%
AA
45
ALPS Advisors
Colorado
$47.2M -$5.01M -137,100 -10%
TAM
46
Todd Asset Management
Kentucky
$40.7M -$1.53M -41,941 -4%
CS
47
Credit Suisse
Switzerland
$40.6M -$1.81M -49,473 -4%
1832 Asset Management
48
1832 Asset Management
Ontario, Canada
$37.7M +$37.7M +1,036,602 New
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$37.2M +$1.88M +51,551 +5%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$36.9M +$16.4K +449 +0%
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