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Invesco
IVZ

Overview Fund Activity

473 hedge funds and large institutions have $14.1B invested in Invesco in 2014 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 172 increasing their positions, 184 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
-1
Holders Change %
-0.21%
% of All Funds
13.67%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
51
Increased
172
Reduced
184
Closed
46
Calls
$33.3M
Puts
$9.03M
Net Calls
+$24.3M
Net Calls Change
+$15.1M

Top Buyers

1
U
UBS
Switzerland
$225M
2
TCM
TimesSquare Capital Management
New York
$85.4M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$279M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$922M
5
EVM
Eaton Vance Management
Massachusetts
$157M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$923M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.29B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$143M
4
Ameriprise
Ameriprise
Minnesota
$111M
5
PIM
Perkins Investment Management
Illinois
$2.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
D.E. Shaw & Co
476
D.E. Shaw & Co
New York
– -$16.3M -447,269 Closed
CCI
477
Columbus Circle Investors
– -$9.39M -258,053 Closed
NM
478
Nokota Management
New York
– -$7.28M -200,000 Closed
BCM
479
BlueMar Capital Management
Florida
– -$5.39M -148,100 Closed
FTB
480
First Trust Bank
Bahamas
– -$5.31M -145,760 Closed
FCT
481
Family Capital Trust
Massachusetts
– -$4.1M -112,599 Closed
ARTA
482
A.R.T. Advisors
New York
– -$3.86M -105,946 Closed
Axa
483
Axa
France
– -$3.11M -85,459 Closed
SFP
484
Santa Fe Partners
New Mexico
– -$3.04M -83,455 Closed
AL
485
Airain Ltd
Guernsey
– -$2.6M -71,445 Closed
NCCM
486
Nine Chapters Capital Management
New Jersey
– -$2.5M -68,800 Closed
Walleye Trading
487
Walleye Trading
New York
– -$1.53M -42,027 Closed
GCA
488
Gideon Capital Advisors
New York
– -$1.22M -33,529 Closed
SCM
489
Sterling Capital Management
North Carolina
– -$1.18M -32,280 Closed
Carson Wealth (CWM LLC)
490
Carson Wealth (CWM LLC)
Nebraska
– -$1.17M -32,082 Closed
DCM
491
Dynamic Capital Management
Jersey
– -$1M -27,500 Closed
CC
492
Cipher Capital
New York
– -$993K -27,290 Closed
HI
493
HBK Investments
Texas
– -$968K -26,593 Closed
TH
494
Timber Hill
Connecticut
– -$952K -26,167 Closed
GCP
495
GSA Capital Partners
United Kingdom
– -$950K -26,096 Closed
EMG
496
Ellington Management Group
Connecticut
– -$812K -22,300 Closed
MSU
497
Maple Securities USA
New Jersey
– -$800K -21,966 Closed
VKH
498
Virtu KCG Holdings
New York
– -$781K -21,458 Closed
JCP
499
Jabre Capital Partners
Switzerland
– -$728K -20,000 Closed
SCM
500
Stevens Capital Management
Pennsylvania
– -$709K -19,480 Closed
17 18 19
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