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Invesco
IVZ

Overview Fund Activity

521 hedge funds and large institutions have $5.96B invested in Invesco in 2019 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 196 increasing their positions, 187 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
-13
Holders Change %
-2.43%
% of All Funds
11.29%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
75
Increased
196
Reduced
187
Closed
81
Calls
$79.1M
Puts
$40.5M
Net Calls
+$38.5M
Net Calls Change
+$34.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$126M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$128M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$35.2M
4
BlackRock
BlackRock
New York
$701M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$134M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$247M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$22.3M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$166K
4
Renaissance Technologies
Renaissance Technologies
New York
$18.7M
5
BA
Bridgewater Associates
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Voloridge Investment Management
526
Voloridge Investment Management
Florida
– -$5.93M -354,243 Closed
PI
527
Putnam Investments
Massachusetts
– -$5.66M -337,920 Closed
Lazard Asset Management
528
Lazard Asset Management
New York
– -$5.27M -314,653 Closed
Lord, Abbett & Co
529
Lord, Abbett & Co
New Jersey
– -$4.84M -289,100 Closed
FCH
530
Freestone Capital Holdings
Washington
– -$4.46M -266,285 Closed
QIM
531
Quantitative Investment Management
Virginia
– -$3.96M -236,700 Closed
Mackenzie Financial
532
Mackenzie Financial
Ontario, Canada
– -$3.32M -198,264 Closed
CC
533
Cornerstone Capital
California
– -$3.2M -191,154 Closed
PAIM
534
Punch & Associates Investment Management
Minnesota
– -$1.74M -103,826 Closed
CC
535
Cipher Capital
New York
– -$1.56M -93,463 Closed
AI
536
Atom Investors
Texas
– -$1.5M -89,830 Closed
IC
537
InterOcean Capital
Illinois
– -$1.41M -84,330 Closed
GAM
538
GVO Asset Management
Switzerland
– -$1.3M -77,500 Closed
SMFG
539
Sumitomo Mitsui Financial Group
Japan
– -$1.17M -70,621 Closed
APFBOT
540
Amica Pension Fund Board of Trustees
Rhode Island
– -$991K -59,202 Closed
PP
541
Paloma Partners
Connecticut
– -$968K -57,825 Closed
Skandinaviska Enskilda Banken (SEB)
542
Skandinaviska Enskilda Banken (SEB)
Sweden
– -$921K -55,036 Closed
CIP
543
Convergence Investment Partners
Florida
– -$904K -53,994 Closed
AHC
544
Adell Harriman & Carpenter
Texas
– -$889K -53,100 Closed
DTL
545
Dynamic Technology Lab
Singapore
– -$780K -46,574 Closed
BCMO
546
Buckingham Capital Management (Ohio)
Ohio
– -$544K -32,475 Closed
Cerity Partners
547
Cerity Partners
New York
– -$534K -31,920 Closed
Simplex Trading
548
Simplex Trading
Illinois
– -$510K -30,473 Closed
OAMU
549
Ostrum Asset Management US
New York
– -$454K -27,111 Closed
SSA
550
Schonfeld Strategic Advisors
New York
– -$442K -26,412 Closed
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