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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.

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

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$187M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$8.01M
3
WHG
3
Westwood Holdings Group
Texas
$0
4
Victory Capital Management
4
Victory Capital Management
Texas
$70.6M
5
Prudential Financial
5
Prudential Financial
New Jersey
$26.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
526
EverPoint Asset Management
Connecticut
– -$3.32M -130,000 Closed
AAF
527
Andra AP-fonden
Sweden
– -$3.23M -126,300 Closed
FNBOMD
528
First National Bank of Mount Dora
Florida
– -$2.72M -106,554 Closed
NIS
529
National Investment Services
Wisconsin
– -$2.54M -99,552 Closed
ST
530
Spot Trading
Illinois
– -$2.47M -96,647 Closed
JG
531
Jefferies Group
New York
– -$2.09M -81,824 Closed
HHC
532
Hutchin Hill Capital
New York
– -$1.65M -64,500 Closed
PG
533
PEAK6 Group
Illinois
– -$1.29M -50,628 Closed
RDM
534
Retirement Design & Management
Connecticut
– -$676K -26,472 Closed
WBC
535
Westpac Banking Corp
Australia
– -$650K -25,451 Closed
Twin Tree Management
536
Twin Tree Management
Texas
– -$633K -24,779 Closed
CNAM
537
Campbell Newman Asset Management
Wisconsin
– -$536K -20,994 Closed
IC
538
IKOS CIF
Cyprus
– -$484K -20,414 Closed
TG
539
TLP Group
Illinois
– -$503K -19,683 Closed
AL
540
Airain Ltd
Guernsey
– -$386K -15,128 Closed
Verition Fund Management
541
Verition Fund Management
Connecticut
– -$386K -15,123 Closed
QC
542
QCM Cayman
Texas
– -$383K -15,000 Closed
Mackenzie Financial
543
Mackenzie Financial
Ontario, Canada
– -$350K -13,699 Closed
LP
544
LMR Partners
United Kingdom
– -$328K -12,854 Closed
PAG
545
Private Advisor Group
New Jersey
– -$323K -12,818 Closed
CA
546
Commerzbank Aktiengesellschaft
Germany
– -$295 -11,543 Closed
EDRH
547
Edmond de Rothschild Holding
Switzerland
– -$290K -11,365 Closed
AIU
548
Algebris Investments (UK)
United Kingdom
– -$287K -11,250 Closed
VKH
549
Virtu KCG Holdings
New York
– -$276K -10,799 Closed
EDRE
550
Edmond de Rothschild (Europe)
Luxembourg
– -$266K -10,399 Closed
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