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Invesco
IVZ

Overview Fund Activity

613 hedge funds and large institutions have $12.3B invested in Invesco in 2017 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 236 increasing their positions, 202 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
+68
Holders Change %
+12.48%
% of All Funds
13.92%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
106
Increased
236
Reduced
202
Closed
35
Calls
$47.3M
Puts
$27.5M
Net Calls
+$19.8M
Net Calls Change
-$7.65M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
$271M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$244M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$107M
4
Deutsche Bank
Deutsche Bank
Germany
$95M
5
Prudential Financial
Prudential Financial
New Jersey
$102M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$34.9M
2
SSM
Sound Shore Management
Connecticut
$0
3
HCM
Highfields Capital Management
Massachusetts
$210M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$6.31M
5
Ameriprise
Ameriprise
Minnesota
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
476
IFG Advisory
Georgia
$272K +$272K +7,460 New
GXMC
477
Global X Management Company
New York
$267K +$3.73K +102 +1%
SPC
478
Sigma Planning Corp
Michigan
$263K -$1.83K -50 -0.7%
IR
479
Invictus RG
Bermuda
$261K +$261K +7,133 New
PLFAM
480
Pineno Levin & Ford Asset Management
Virginia
$259K +$259K +7,096 New
APA
481
American Portfolios Advisors
New York
$255K +$255K +6,965 New
CFB
482
Cullen/Frost Bankers
Texas
$252K -$26.3K -717 -9%
Mirae Asset Global Investments
483
Mirae Asset Global Investments
South Korea
$248K -$12.8K -348 -5%
HFA
484
High Falls Advisors
New York
$247K -$26.9K -734 -10%
SCA
485
Snowden Capital Advisors
New York
$240K -$94.7K -2,593 -28%
CSIC
486
Clifford Swan Investment Counsel
California
$237K – – –
Jane Street
487
Jane Street
New York
$226K +$226K +6,190 New
BFM
488
Boothbay Fund Management
New York
$226K +$226K +6,192 New
HI
489
HBK Investments
Texas
$223K -$11K -300 -5%
MFBTD
490
MB Financial Bank - Trust Department
Illinois
$219K – – –
MF
491
Magnetar Financial
Illinois
$219K +$219K +5,981 New
DCM
492
Driehaus Capital Management
Illinois
$218K – – –
IRF
493
IBM Retirement Fund
New York
$218K – – –
CIP
494
Cornerstone Investment Partners
Georgia
$214K – – –
LW
495
Linscomb Wealth
Texas
$211K +$211K +5,781 New
DS
496
DRW Securities
Illinois
$209K +$209K +5,712 New
MC
497
Miles Capital
Iowa
$205K +$205K +5,613 New
VFA
498
Valeo Financial Advisors
Indiana
$204K +$37.3K +1,018 +22%
DILIC
499
Dai-ichi Life Insurance Company
Japan
$203K +$203K +5,553 New
RIM
500
Rampart Investment Management
Connecticut
$201K +$18.1K +495 +10%
18 19
20
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