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Invesco
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Overview Fund Activity

560 hedge funds and large institutions have $16.8B invested in Invesco in 2014 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 200 increasing their positions, 209 reducing their positions, and 26 closing their positions.

Holders
560
Holders Change
+48
Holders Change %
+9.38%
% of All Funds
14.95%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.29%
New
83
Increased
200
Reduced
209
Closed
26
Calls
$34.6M
Puts
$13.6M
Net Calls
+$21M
Net Calls Change
-$10.3M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$390M
2
Victory Capital Management
2
Victory Capital Management
Texas
$198M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.12B
4
Millennium Management
4
Millennium Management
New York
$116M
5
Citadel Advisors
5
Citadel Advisors
Florida
$203M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$750M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$794M
3
EVM
3
Eaton Vance Management
Massachusetts
$4.47M
4
American Century Companies
4
American Century Companies
Missouri
$177M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$122M
Name Market Value Shares Shares
Change 		Shares
Change %
SYBT
476
Stock Yards Bank & Trust
Kentucky
$201K 5,075 -2,075 -29%
I
477
IberiaBank
Louisiana
$201K 5,094 – –
RNS
478
Robert N. Shapiro
$200K 5,055 +1,005 +25%
TFA
479
Transamerica Financial Advisors
Florida
$188K 4,746 -384 -7%
DVM
480
Dreman Value Management
Florida
$176K 4,444 +383 +9%
SJIM
481
St. Johns Investment Management
Florida
$174K 4,392 +3,919 +829%
CTC
482
Central Trust Company
Missouri
$167K 4,225 -25 -0.6%
IC
483
IKOS CIF
Cyprus
$160K 3,939 +3,939 New
EPM
484
Equitec Proprietary Markets
Illinois
$154K 3,889 +3,889 New
LWM
485
LBA Wealth Management
Florida
$146K 3,685 – –
SEC
486
Seven Eight Capital
New York
$143K 3,618 -2,121 -37%
JWM
487
Jacobus Wealth Management
Wisconsin
$142K 3,600 – –
F
488
FolioMetrix
Nebraska
$142K 3,474 +3,474 New
MCM
489
Manchester Capital Management
Vermont
$140K 3,534 +3,534 New
WA
490
WealthTrust-Arizona
Arizona
$138K 3,498 -681 -16%
FA
491
Friess Associates
Delaware
$135K 3,410 – –
ST
492
Smithfield Trust
Pennsylvania
$133K 3,370 -220 -6%
MIC
493
MU Investments Company
Japan
$121K 3,000 – –
GIS
494
Guardian Investor Services
New York
$118K 2,987 -81 -3%
CCS
495
Crosspoint Capital Strategies
California
$107K 2,700 +2,700 New
WA
496
WFG Advisors
Texas
$103K 2,596 +2,409 +1,288%
GLI
497
Guardian Life Insurance
New York
$97K 2,458 – –
AAM
498
Advisors Asset Management
Colorado
$87K 2,200 -100 -4%
WT
499
Whittier Trust
California
$85K 2,161 – –
Northwestern Mutual Wealth Management
500
Northwestern Mutual Wealth Management
Wisconsin
$83K 2,099 -402 -16%
18 19
20
21 22