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Invesco
IVZ

Overview Fund Activity

487 hedge funds and large institutions have $14.2B invested in Invesco in 2014 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 174 increasing their positions, 186 reducing their positions, and 34 closing their positions.

Holders
487
Holders Change
+14
Holders Change %
+2.96%
% of All Funds
14.01%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.29%
New
52
Increased
174
Reduced
186
Closed
34
Calls
$47M
Puts
$10.4M
Net Calls
+$36.6M
Net Calls Change
+$12.3M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$202M
2
WHG
2
Westwood Holdings Group
Texas
$115M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.37B
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$73.7M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$70.2M

Top Sellers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$53.6M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$855M
3
SB
3
Suntrust Banks
Georgia
$26.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$866M
5
SFM
5
Systematic Financial Management
New Jersey
$109M
Name Market Value Shares Shares
Change 		Shares
Change %
ACI
501
Advance Capital I
Michigan
– – -35,100 Closed
VOAM
502
Vertex One Asset Management
British Columbia, Canada
– – -28,500 Closed
JG
503
Jefferies Group
New York
– – -25,550 Closed
MM
504
Midas Management
New York
– – -25,402 Closed
CCMG
505
Clark Capital Management Group
Pennsylvania
– – -19,460 Closed
PP
506
Paloma Partners
Connecticut
– – -19,135 Closed
CPS
507
Counsel Portfolio Services
Ontario, Canada
– – -18,200 Closed
Two Sigma Advisers
508
Two Sigma Advisers
New York
– – -16,606 Closed
DIA
509
Dean Investment Associates
Ohio
– – -14,286 Closed
PG
510
PEAK6 Group
Illinois
– – -9,100 Closed
FBFS
511
First Business Financial Services
Wisconsin
– – -7,594 Closed
QBFM
512
QS Batterymarch Financial Management
New York
– – -7,189 Closed
WTIM
513
Wilmington Trust Investment Management
Delaware
– – -6,500 Closed
NB
514
Norinchukin Bank
Japan
– – -5,614 Closed
AR
515
Advisory Research
Illinois
– – -2,005 Closed
ECM
516
ETrade Capital Management
Virginia
– – -517 Closed
SSG
517
Summit Securities Group
New York
– – -500 Closed
ZTNA
518
Zions Trust National Association
Utah
– – -200 Closed
DBT
519
Dubuque Bank & Trust
Iowa
– – -83 Closed
BBHC
520
Brown Brothers Harriman & Co
New York
– – -40 Closed
HT
521
HAP Trading
New York
– – – –
WAM
522
Wolverine Asset Management
Illinois
– – – –
Parallax Volatility Advisers
523
Parallax Volatility Advisers
California
– – – –
TAM
524
Tocqueville Asset Management
New York
$0 1 – –
Twin Tree Management
525
Twin Tree Management
Texas
– – – –
18 19 20
21
22