IVZ icon

Invesco
IVZ

Overview Fund Activity

537 hedge funds and large institutions have $12.3B invested in Invesco in 2015 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 206 increasing their positions, 208 reducing their positions, and 64 closing their positions.

Holders
537
Holders Change
-18
Holders Change %
-3.24%
% of All Funds
15.01%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.11%
New
49
Increased
206
Reduced
208
Closed
64
Calls
$30M
Puts
$13M
Net Calls
+$17M
Net Calls Change
-$19.8M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$202M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$422M
3
Deutsche Bank
3
Deutsche Bank
Germany
$122M
4
Bank of America
4
Bank of America
North Carolina
$104M
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$51.8M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$101M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$10.5M
3
Millennium Management
3
Millennium Management
New York
$2.64M
4
NAM
4
NorthCoast Asset Management
Connecticut
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$273M
Name Market Value Shares Shares
Change 		Shares
Change %
WTC
476
WhitTier Trust Company
Nevada
$33K 1,070 – –
CF
477
CenterStar Fund
Illinois
– – – –
MA
478
MUFG Americas
New York
$30K 948 -52 -5%
NFG
479
Next Financial Group
Texas
$29K 944 – –
EFSCE
480
Enterprise Financial Services Corp (EFSC)
Missouri
$29K 938 +33 +4%
FQ
481
First Quadrant
California
$28K 889 – –
KTC
482
Kistler-Tiffany Companies
Pennsylvania
$26K 848 +6 +0.7%
Parallax Volatility Advisers
483
Parallax Volatility Advisers
California
$25K 812 -4,256 -84%
EWM
484
Evercore Wealth Management
New York
$25K 766 +88 +13%
IMS
485
Index Management Solutions
Pennsylvania
$24K 766 +27 +4%
RWA
486
Ropes Wealth Advisors
Massachusetts
$23K 729 +643 +748%
FMII
487
Farmers & Merchants Investments Inc
Nebraska
$22K 718 – –
WA
488
Waverly Advisors
Alabama
$21K 659 +659 New
MGIA
489
Moneta Group Investment Advisors
Missouri
$21K 662 +662 New
Loomis, Sayles & Company
490
Loomis, Sayles & Company
Massachusetts
$20K 639 -346,568 -100%
LFR
491
Lehman Financial Resources
Pennsylvania
$19K 640 -270 -30%
CAW
492
Cornerstone Advisors (Washington)
Washington
$18K 587 -45 -7%
S
493
SignatureFD
Georgia
$17K 552 +502 +1,004%
JIC
494
Joel Isaacson & Co
New York
$15K 495 – –
FNBSF
495
First National Bank Sioux Falls
South Dakota
$15K 490 – –
CG
496
Colony Group
Massachusetts
$15K 493 +493 New
TCOV
497
Trust Company of Vermont
Vermont
$14K 456 – –
SSB
498
Sandy Spring Bank
Maryland
$14K 460 +460 New
CIA
499
Choate Investment Advisors
Massachusetts
$13.5K 433 – –
IWM
500
Integrated Wealth Management
California
$13K 428 – –
18 19
20
21 22