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Invesco
IVZ

Overview Fund Activity

517 hedge funds and large institutions have $5.47B invested in Invesco in 2019 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 182 increasing their positions, 196 reducing their positions, and 58 closing their positions.

Holders
517
Holders Change
+5
Holders Change %
+0.98%
% of All Funds
10.21%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.14%
New
74
Increased
182
Reduced
196
Closed
58
Calls
$71.8M
Puts
$26.3M
Net Calls
+$45.5M
Net Calls Change
+$7.16M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$125M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$158M
3
BlackRock
3
BlackRock
New York
$697M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$35.3M
5
Goldman Sachs
5
Goldman Sachs
New York
$96.2M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$72.5M
2
Ameriprise
2
Ameriprise
Minnesota
$20.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$54.3M
4
BA
4
Bridgewater Associates
Connecticut
$1.69M
5
Prudential Financial
5
Prudential Financial
New Jersey
$20.5M
Name Market Value Shares Shares
Change 		Shares
Change %
AII
26
AGF Investments Inc
Ontario, Canada
$34.9M 1,938,811 -51,496 -3%
First Trust Advisors
27
First Trust Advisors
Illinois
$34.5M 1,918,377 +59,556 +3%
Deutsche Bank
28
Deutsche Bank
Germany
$31.5M 1,749,852 -370,364 -17%
UBS AM
29
UBS AM
Illinois
$30.9M 1,716,734 +68,516 +4%
American Century Companies
30
American Century Companies
Missouri
$30.7M 1,706,101 -64,279 -4%
Axa
31
Axa
France
$29M 1,614,573 +281,700 +21%
RP
32
Reinhart Partners
Wisconsin
$28.8M 1,600,218 +379,855 +31%
RFC
33
Regions Financial Corp
Alabama
$28.7M 1,598,633 -103,347 -6%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$28.7M 1,596,263 +72,904 +5%
Victory Capital Management
35
Victory Capital Management
Texas
$28.6M 1,591,620 +93,779 +6%
UBS Group
36
UBS Group
Switzerland
$25.6M 1,423,173 +131,580 +10%
Nuveen Asset Management
37
Nuveen Asset Management
Illinois
$24.7M 1,371,068 -642,393 -32%
RJA
38
Raymond James & Associates
Florida
$24.2M 1,345,404 -217,959 -14%
LBA
39
Letko, Brosseau & Associates
Quebec, Canada
$23M 1,276,909 -15,250 -1%
Schroder Investment Management Group
40
Schroder Investment Management Group
United Kingdom
$22.1M 1,226,745 +421,910 +52%
Ameriprise
41
Ameriprise
Minnesota
$20.9M 1,161,666 -2,820,561 -71%
CS
42
Credit Suisse
Switzerland
$20.7M 1,151,433 +84,388 +8%
Prudential Financial
43
Prudential Financial
New Jersey
$20.5M 1,141,430 -947,230 -45%
AFG
44
American Financial Group
Ohio
$20.3M 1,130,000 – –
Millennium Management
45
Millennium Management
New York
$19.8M 1,099,480 +995,078 +953%
State of Wisconsin Investment Board
46
State of Wisconsin Investment Board
Wisconsin
$17.1M 951,665 +178,040 +23%
ORIO
47
Old Republic International (ORI)
Illinois
$16.9M 940,000 +475,000 +102%
Mitsubishi UFJ Trust & Banking
48
Mitsubishi UFJ Trust & Banking
Japan
$16.7M 929,919 -33,221 -3%
Canada Life
49
Canada Life
Manitoba, Canada
$16.3M 916,169 -488,690 -35%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$15.9M 886,718 +92,828 +12%
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