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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.

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

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$34.9M
2
SSM
2
Sound Shore Management
Connecticut
$0
3
HCM
3
Highfields Capital Management
Massachusetts
$210M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$6.31M
5
Ameriprise
5
Ameriprise
Minnesota
$118M
Name Market Value Shares Shares
Change 		Shares
Change %
EFSCE
526
Enterprise Financial Services Corp (EFSC)
Missouri
$77K 2,108 -93 -4%
WT
527
Whittier Trust
California
$76K 2,081 – –
TRCT
528
Tower Research Capital (TRC)
New York
$75K 2,032 +1,940 +2,109%
MFW
529
Mosaic Family Wealth
Missouri
$75K 2,058 +1,958 +1,958%
DCM
530
Dupont Capital Management
Delaware
$74K 2,034 – –
PCP
531
Proficio Capital Partners
Massachusetts
$67K 1,844 -3 -0.2%
STA
532
Summit Trail Advisors
New York
$66K 1,750 +1,750 New
AIM
533
Advantage Investment Management
Iowa
$64K 1,746 -44 -2%
IWM
534
IHT Wealth Management
Illinois
$59K 1,594 +375 +31%
NIT
535
NumerixS Investment Technologies
British Columbia, Canada
$55K 1,500 -3,221 -68%
OC
536
Oakworth Capital
Alabama
$55K 1,523 +738 +94%
MCM
537
Manchester Capital Management
Vermont
$49K 1,339 – –
GLI
538
Guardian Life Insurance
New York
$48K 1,319 +391 +42%
CAL
539
Capital Analysts LLC
Pennsylvania
$45K 1,221 – –
WTC
540
WhitTier Trust Company
Nevada
$45K 1,220 – –
FHA
541
First Horizon Advisors
Tennessee
$37K 1,000 +1,000 New
PA
542
Parallel Advisors
California
$35K 947 – –
KTM
543
Keeler Thomas Management
Utah
$35K 966 +966 New
ST
544
Smithfield Trust
Pennsylvania
$33K 910 +550 +153%
IWP
545
Icon Wealth Partners
Texas
$33K 903 +903 New
AIM
546
Anchor Investment Management
South Carolina
$31.3K 857 +1 +0.1%
EP
547
Edinburgh Partners
United Kingdom
$31K 847 – –
ASN
548
Advisory Services Network
Georgia
$29K 799 -158 -17%
CAW
549
Cornerstone Advisors (Washington)
Washington
$29K 783 – –
EWM
550
Evercore Wealth Management
New York
$29K 790 – –
20 21
22
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