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Invesco
IVZ

Overview Fund Activity

454 hedge funds and large institutions have $3.75B invested in Invesco in 2020 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 147 increasing their positions, 181 reducing their positions, and 52 closing their positions.

Holders
454
Holders Change
+6
Holders Change %
+1.34%
% of All Funds
9.18%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
59
Increased
147
Reduced
181
Closed
52
Calls
$26.3M
Puts
$26.5M
Net Calls
-$182K
Net Calls Change
+$1.15M

Top Buyers

1
TFM
1
Trian Fund Management
New York
$419M
2
Nomura Holdings
2
Nomura Holdings
Japan
$104M
3
PP
3
Prudential plc
United Kingdom
$90.1M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$55.1M
5
EWA
5
Exencial Wealth Advisors
Oklahoma
$10.8M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$101M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$521M
3
BlackRock
3
BlackRock
New York
$396M
4
Fidelity International
4
Fidelity International
Bermuda
$6.67M
5
KBC Group
5
KBC Group
Belgium
$464K
Name Market Value Shares Shares
Change 		Shares
Change %
UBS AM
26
UBS AM
Illinois
$19.6M 1,714,730 +69,782 +4%
AA
27
ALPS Advisors
Colorado
$19.5M 1,711,779 -181,963 -10%
Morgan Stanley
28
Morgan Stanley
New York
$19.4M 1,704,066 -175,092 -9%
ORIO
29
Old Republic International (ORI)
Illinois
$18.7M 1,635,500 – –
American Century Companies
30
American Century Companies
Missouri
$18.3M 1,601,116 -41,530 -3%
Victory Capital Management
31
Victory Capital Management
Texas
$17.2M 1,510,650 +459,072 +44%
UBS Group
32
UBS Group
Switzerland
$17.2M 1,507,343 +387,756 +35%
AFG
33
American Financial Group
Ohio
$17M 1,490,000 – –
CIM
34
Contrarius Investment Management
Jersey
$16.5M 1,446,491 -244,266 -14%
First Trust Advisors
35
First Trust Advisors
Illinois
$15.3M 1,345,216 +109,124 +9%
SDIC
36
South Dakota Investment Council
South Dakota
$13.8M 1,212,872 -8,880 -0.7%
Nuveen Asset Management
37
Nuveen Asset Management
Illinois
$13.4M 1,175,401 +74,238 +7%
Lord, Abbett & Co
38
Lord, Abbett & Co
New Jersey
$12.5M 1,095,138 -531,930 -33%
OCM
39
Olstein Capital Management
New York
$12.1M 1,063,000 – –
Axa
40
Axa
France
$12M 1,054,973 -298,825 -22%
EWA
41
Exencial Wealth Advisors
Oklahoma
$10.8M 104,794 +104,794 New
AllianceBernstein
42
AllianceBernstein
Tennessee
$10.7M 939,011 -4,786 -0.5%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$10.4M 910,569 +58,464 +7%
SCA
44
Stonebridge Capital Advisors
Minnesota
$10.4M 910,260 -19,768 -2%
AQR Capital Management
45
AQR Capital Management
Connecticut
$10.4M 908,509 -27,769 -3%
State of Wisconsin Investment Board
46
State of Wisconsin Investment Board
Wisconsin
$9.95M 871,833 +2,550 +0.3%
Citigroup
47
Citigroup
New York
$9.32M 817,177 +112,494 +16%
Citadel Advisors
48
Citadel Advisors
Florida
$9.13M 800,494 -711,791 -47%
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$9.11M 798,664 +647,319 +428%
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$9.01M 789,417 +273,880 +53%
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