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Invesco
IVZ

Overview Fund Activity

474 hedge funds and large institutions have $14.1B invested in Invesco in 2013 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 175 increasing their positions, 168 reducing their positions, and 27 closing their positions.

Holders
474
Holders Change
+47
Holders Change %
+11.01%
% of All Funds
13.77%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.23%
New
78
Increased
175
Reduced
168
Closed
27
Calls
$36.4M
Puts
$27.2M
Net Calls
+$9.2M
Net Calls Change
+$5.48M

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$237M
2
DCP
2
DSM Capital Partners
Florida
$121M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.09B
4
O
4
OppenheimerFunds
New York
$223M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$204M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.39B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$865M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$594M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$241M
5
HCM
5
Highbridge Capital Management
New York
$38.7M
Name Market Value Shares Shares
Change 		Shares
Change %
SFM
476
Soros Fund Management
New York
– – -1,322,270 Closed
Balyasny Asset Management
477
Balyasny Asset Management
Illinois
– – -683,200 Closed
Viking Global Investors
478
Viking Global Investors
Connecticut
– – -414,000 Closed
RGI
479
River Global Investors
United Kingdom
– – -349,142 Closed
Ohio Public Employees Retirement System (OPERS)
480
Ohio Public Employees Retirement System (OPERS)
Ohio
– – -347,575 Closed
PP
481
PDT Partners
New York
– – -244,843 Closed
Renaissance Technologies
482
Renaissance Technologies
New York
– – -135,700 Closed
JIM
483
Jupiter Investment Management
United Kingdom
– – -130,178 Closed
CCM
484
Catapult Capital Management
New York
– – -62,370 Closed
LPC
485
Loeb Partners Corp
New York
– – -62,000 Closed
MPA
486
Marvin & Palmer Associates
Delaware
– – -52,000 Closed
CGI
487
CI Global Investments
California
– – -50,000 Closed
FCBT
488
First Citizens Bank & Trust
North Carolina
– – -41,887 Closed
PG
489
PEAK6 Group
Illinois
– – -34,792 Closed
NI
490
Numeric Investors
Massachusetts
– – -32,300 Closed
Capital Fund Management (CFM)
491
Capital Fund Management (CFM)
France
– – -29,590 Closed
BPIM
492
Brant Point Investment Management
New York
– – -29,000 Closed
CCA
493
Catalyst Capital Advisors
New York
– – -28,459 Closed
Teacher Retirement System of Texas
494
Teacher Retirement System of Texas
Texas
– – -16,200 Closed
HHC
495
Hutchin Hill Capital
New York
– – -12,200 Closed
DnB Asset Management
496
DnB Asset Management
Norway
– – -10,284 Closed
JIC
497
Johnson Investment Counsel
Ohio
– – -9,400 Closed
LC
498
Loews Corp
New York
– – -7,300 Closed
BC
499
Bartlett & Co
Ohio
– – -50 Closed
WF
500
WealthTrust Fairport
Ohio
– – -31 Closed
17 18 19
20
21