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Invesco
IVZ

Overview Fund Activity

499 hedge funds and large institutions have $2.81B invested in Invesco in 2020 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 195 increasing their positions, 170 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
-18
Holders Change %
-3.48%
% of All Funds
11.02%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
72
Increased
195
Reduced
170
Closed
87
Calls
$33.8M
Puts
$22.6M
Net Calls
+$11.3M
Net Calls Change
-$34.2M

Top Buyers

1
PP
Prudential plc
United Kingdom
$43.9M
2
CIM
Contrarius Investment Management
Jersey
$27.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$107M
4
CAG
Csenge Advisory Group
Florida
$24.3M
5
Bank of America
Bank of America
North Carolina
$267M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$26.9M
3
RP
Reinhart Partners
Wisconsin
$0
4
Citadel Advisors
Citadel Advisors
Florida
$5.14M
5
KP
Kiltearn Partners
United Kingdom
$44.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
26
ALPS Advisors
Colorado
$18.3M +$377K +41,553 +2%
AII
27
AGF Investments Inc
Ontario, Canada
$17.6M +$3.27K +360 +0%
RFC
28
Regions Financial Corp
Alabama
$16.6M +$2.06M +226,879 +14%
Deutsche Bank
29
Deutsche Bank
Germany
$16.4M +$463K +50,981 +3%
Wells Fargo
30
Wells Fargo
California
$16.3M -$4.84M -532,684 -23%
UBS AM
31
UBS AM
Illinois
$16.1M +$500K +55,023 +3%
ORIO
32
Old Republic International (ORI)
Illinois
$14.9M +$6.31M +695,500 +74%
American Century Companies
33
American Century Companies
Missouri
$14.7M -$756K -83,293 -5%
AFG
34
American Financial Group
Ohio
$13.5M +$3.27M +360,000 +32%
First Trust Advisors
35
First Trust Advisors
Illinois
$13.5M -$3.9M -429,938 -22%
RJA
36
Raymond James & Associates
Florida
$12.9M +$713K +78,556 +6%
JIC
37
Johnson Investment Counsel
Ohio
$12.7M +$6.28M +461,528 +97%
LBA
38
Letko, Brosseau & Associates
Quebec, Canada
$11.6M -$7.04K -775 -0.1%
Nuveen Asset Management
39
Nuveen Asset Management
Illinois
$11.1M -$1.31M -144,322 -11%
UBS Group
40
UBS Group
Switzerland
$10.8M -$2.14M -235,305 -17%
Millennium Management
41
Millennium Management
New York
$9.81M -$170K -18,777 -2%
Prudential Financial
42
Prudential Financial
New Jersey
$9.66M -$707K -77,847 -7%
SDIC
43
South Dakota Investment Council
South Dakota
$9.47M +$2.99M +329,810 +46%
State of Wisconsin Investment Board
44
State of Wisconsin Investment Board
Wisconsin
$9.39M +$749K +82,530 +9%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$9.3M -$5.2M -572,306 -36%
CS
46
Credit Suisse
Switzerland
$9.29M -$1.17M -128,656 -11%
Squarepoint
47
Squarepoint
New York
$9.09M +$7.08M +780,011 +353%
Ameriprise
48
Ameriprise
Minnesota
$8.44M -$2.17M -237,382 -20%
Marshall Wace
49
Marshall Wace
United Kingdom
$8.03M +$5.51M +606,337 +218%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$7.88M -$130K -14,300 -2%
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