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Invesco
IVZ

Overview Fund Activity

512 hedge funds and large institutions have $14.4B invested in Invesco in 2014 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 204 increasing their positions, 178 reducing their positions, and 27 closing their positions.

Holders
512
Holders Change
+25
Holders Change %
+5.13%
% of All Funds
14.87%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.44%
New
59
Increased
204
Reduced
178
Closed
27
Calls
$44.8M
Puts
$13.5M
Net Calls
+$31.3M
Net Calls Change
-$5.34M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$978M
2
U
2
UBS
Switzerland
$344M
3
Ameriprise
3
Ameriprise
Minnesota
$216M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$132M
5
TCIM
5
TIAA CREF Investment Management
New York
$141M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.15B
2
Citadel Advisors
2
Citadel Advisors
Florida
$115M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$148M
4
EVM
4
Eaton Vance Management
Massachusetts
$88.7M
5
Norges Bank
5
Norges Bank
Norway
$53.4M
Name Market Value Shares Shares
Change 		Shares
Change %
MFS
501
MSI Financial Services
Massachusetts
$7K 171 -217 -56%
TSW
502
Thompson Siegel & Walmsley
Virginia
$7K 168 – –
WA
503
WFG Advisors
Texas
$7K 187 +82 +78%
PSUF
504
People's United Financial
Connecticut
$6K 150 -350 -70%
CAW
505
Cornerstone Advisors (Washington)
Washington
$6K 153 -12 -7%
TDC
506
Thompson Davis & Co
Virginia
$6K 157 +157 New
FMT
507
First Mercantile Trust
Tennessee
$5K 125 – –
NIM
508
NuWave Investment Management
New Jersey
$4K 113 +113 New
DAM
509
Delta Asset Management
Tennessee
$3K 68 – –
WF
510
WealthTrust Fairport
Ohio
$2K 40 -35 -47%
TWA
511
TCI Wealth Advisors
Arizona
$2K 61 – –
PFSC
512
Peoples Financial Services Corp
Pennsylvania
$2K 41 – –
PMAM
513
Picton Mahoney Asset Management
Ontario, Canada
$1.89K 47,800 +47,800 New
ESCM
514
Echo Street Capital Management
New York
– – -231,817 Closed
WI
515
WBI Investments
New Jersey
– – -214,673 Closed
BACM
516
Blue Arrow Capital Management
New York
– – -65,244 Closed
JIM
517
Jupiter Investment Management
United Kingdom
– – -63,300 Closed
BCM
518
Bluefin Capital Management
New York
– – -40,766 Closed
PAM
519
Princeton Alpha Management
New Jersey
– – -23,299 Closed
Nomura Holdings
520
Nomura Holdings
Japan
– – -22,174 Closed
QIM
521
Quantitative Investment Management
Virginia
– – -20,000 Closed
AL
522
Airain Ltd
Guernsey
– – -18,226 Closed
DCM
523
Dynamic Capital Management
Jersey
– – -17,200 Closed
VAM
524
Visium Asset Management
New York
– – -14,560 Closed
MCM
525
Moore Capital Management
New York
– – -12,252 Closed
18 19 20
21
22