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Invesco
IVZ

Overview Fund Activity

513 hedge funds and large institutions have $10.4B invested in Invesco in 2016 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 182 increasing their positions, 212 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
513
Holders Change
-19
Holders Change %
-3.57%
% of All Funds
13.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
47
Increased
182
Reduced
212
Closed
63
Calls
$78.5M
Puts
$22M
Net Calls
+$56.6M
Net Calls Change
+$14.6M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$1.19B
2
AAMU
Amundi Asset Management US
Massachusetts
$66.3M
3
ClearBridge Investments
ClearBridge Investments
New York
$46.2M
4
Capital International Investors
Capital International Investors
California
$390M
5
Morgan Stanley
Morgan Stanley
New York
$120M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$187M
2
Two Sigma Investments
Two Sigma Investments
New York
$8.01M
3
WHG
Westwood Holdings Group
Texas
$0
4
Victory Capital Management
Victory Capital Management
Texas
$70.6M
5
Prudential Financial
Prudential Financial
New Jersey
$26.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
501
TCI Wealth Advisors
Arizona
$2K – – –
MRCM
502
M&R Capital Management
New Jersey
$2K – – –
PRS
503
Pinkerton Retirement Specialists
Idaho
$2K – – –
DSN
504
D. Scott Neal
Kentucky
$2K – – –
LYV
505
Live Your Vision
Pennsylvania
$2K +$2K +50 New
MWP
506
MYCIO Wealth Partners
Pennsylvania
$2K +$2K +70 New
IWM
507
Integrated Wealth Management
California
$1K -$22.8K -410 -96%
PFSC
508
Peoples Financial Services Corp
Pennsylvania
$1K – – –
HCM
509
Herndon Capital Management
Georgia
$1K – – –
MWM
510
MinichMacGregor Wealth Management
New York
$1K – – –
PIA
511
Piedmont Investment Advisors
North Carolina
$156 – – –
SBL
512
Sargent Bickham Lagudis
Colorado
$23 – – –
WHG
513
Westwood Holdings Group
Texas
– -$58.2M -2,280,007 Closed
GE
514
General Electric
Ohio
– -$45.1M -1,765,591 Closed
SCM
515
Sirios Capital Management
Massachusetts
– -$35.4M -1,387,871 Closed
CI Investments Inc
516
CI Investments Inc
Ontario, Canada
– -$19.8M -774,300 Closed
PFMOSF
517
Philadelphia Financial Management of San Francisco
California
– -$11.6M -453,713 Closed
Millennium Management
518
Millennium Management
New York
– -$8.3M -325,145 Closed
HI
519
HBK Investments
Texas
– -$5.82M -227,800 Closed
RIM
520
Rainier Investment Management
Washington
– -$5.68M -222,490 Closed
Capstone Investment Advisors
521
Capstone Investment Advisors
New York
– -$4.97M -194,649 Closed
AWCI
522
Alpine Woods Capital Investors
New York
– -$3.88M -152,000 Closed
SCM
523
Stevens Capital Management
Pennsylvania
– -$3.69M -144,309 Closed
WG
524
Winton Group
United Kingdom
– -$3.62M -141,723 Closed
Jacobs Levy Equity Management
525
Jacobs Levy Equity Management
New Jersey
– -$3.48M -136,090 Closed
19 20
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