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Invesco
IVZ

Overview Fund Activity

534 hedge funds and large institutions have $5.32B invested in Invesco in 2018 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 172 increasing their positions, 209 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
-30
Holders Change %
-5.32%
% of All Funds
11.92%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
93
Increased
172
Reduced
209
Closed
118
Calls
$35.2M
Puts
$31.5M
Net Calls
+$3.77M
Net Calls Change
-$2.89M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$269M
2
Fidelity International
Fidelity International
Bermuda
$49.3M
3
BlackRock
BlackRock
New York
$586M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$84.5M
5
Goldman Sachs
Goldman Sachs
New York
$86.6M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$27.9M
2
Capital International Investors
Capital International Investors
California
$24.9M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$93.7M
4
American Century Companies
American Century Companies
Missouri
$255M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
526
Claro Advisors
Massachusetts
$1K +$1K +64 New
AIA
527
Alera Investment Advisors
Illinois
$1K +$1K +85 New
SCM
528
Sterling Capital Management
North Carolina
– -$38M -1,660,353 Closed
Select Equity Group
529
Select Equity Group
New York
– -$29.2M -1,275,573 Closed
Squarepoint
530
Squarepoint
New York
– -$17.9M -781,031 Closed
Capital World Investors
531
Capital World Investors
California
– -$17.1M -746,300 Closed
ACA
532
Anchor Capital Advisors
Massachusetts
– -$15.3M -667,165 Closed
DF
533
Donoghue Forlines
Massachusetts
– -$13.1M -570,800 Closed
HCM
534
Howard Capital Management
Georgia
– -$12.7M -550,246 Closed
TG
535
TCW Group
California
– -$8.5M -371,612 Closed
Point72 Asset Management
536
Point72 Asset Management
Connecticut
– -$7.79M -340,500 Closed
GCMG
537
Gyroscope Capital Management Group
Florida
– -$6.71M -288,540 Closed
MYIA
538
Mount Yale Investment Advisors
Colorado
– -$6.16M -285,425 Closed
CWM
539
Cornerstone Wealth Management
Missouri
– -$7.79M -278,448 Closed
SGCA
540
Steel Grove Capital Advisors
Tennessee
– -$5.4M -235,851 Closed
BCM
541
Brookstone Capital Management
Illinois
– -$4.24M -185,123 Closed
N
542
Natixis
France
– -$3.69M -161,065 Closed
BF
543
BOK Financial
Oklahoma
– -$3.43M -150,013 Closed
SCM
544
Stevens Capital Management
Pennsylvania
– -$3.07M -134,341 Closed
ANI
545
American National Insurance
Texas
– -$3.02M -131,815 Closed
MPM
546
Meritage Portfolio Management
Kansas
– -$3M -131,226 Closed
CIS
547
Capital International Sarl
California
– -$2.91M -127,000 Closed
TAM
548
Tealwood Asset Management
Minnesota
– -$2.9M -126,635 Closed
EGM
549
Engineers Gate Manager
New York
– -$2.42M -105,725 Closed
FIM
550
Foresters Investment Management
New York
– -$2.39M -104,400 Closed
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