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Invesco
IVZ

Overview Fund Activity

560 hedge funds and large institutions have $16.8B invested in Invesco in 2014 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 200 increasing their positions, 209 reducing their positions, and 26 closing their positions.

Holders
560
Holders Change
+48
Holders Change %
+9.38%
% of All Funds
14.95%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.29%
New
83
Increased
200
Reduced
209
Closed
26
Calls
$34.6M
Puts
$13.6M
Net Calls
+$21M
Net Calls Change
-$10.3M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$390M
2
Victory Capital Management
2
Victory Capital Management
Texas
$198M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.12B
4
Millennium Management
4
Millennium Management
New York
$116M
5
Citadel Advisors
5
Citadel Advisors
Florida
$203M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$750M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$794M
3
EVM
3
Eaton Vance Management
Massachusetts
$4.47M
4
American Century Companies
4
American Century Companies
Missouri
$177M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$122M
Name Market Value Shares Shares
Change 		Shares
Change %
S
551
SignatureFD
Georgia
$5K 129 +129 New
NG
552
NatWest Group
United Kingdom
$4.16K 105,141 -135,778 -56%
DAM
553
Delta Asset Management
Tennessee
$3K 68 – –
RCG
554
Ruggie Capital Group
Florida
$3K 76 +76 New
M
555
MOTCO
Texas
$3K 79 +79 New
PFSC
556
Peoples Financial Services Corp
Pennsylvania
$2K 41 – –
TWA
557
TCI Wealth Advisors
Arizona
$2K 61 – –
WF
558
WealthTrust Fairport
Ohio
$2K 40 – –
VNB
559
Valley National Bancorp
New York
$2K 39 +39 New
ECM
560
Exchange Capital Management
Michigan
$1K 28 +28 New
FTC
561
Farmers Trust Company
Ohio
$900 22 -23,026 -100%
BRWA
562
B. Riley Wealth Advisors
Florida
$57 1,452 +1,452 New
RIM
563
Rainier Investment Management
Washington
– – -515,950 Closed
AA
564
ALPS Advisors
Colorado
– – -418,819 Closed
IG
565
ING Group
Netherlands
– – -125,045 Closed
SFM
566
Soros Fund Management
New York
– – -84,000 Closed
Jennison Associates
567
Jennison Associates
New York
– – -78,197 Closed
ECML
568
Eagle Capital Management (Louisiana)
Louisiana
– – -50,700 Closed
PMAM
569
Picton Mahoney Asset Management
Ontario, Canada
– – -47,800 Closed
GA
570
Geneva Advisors
Illinois
– – -31,515 Closed
DCM
571
Dupont Capital Management
Delaware
– – -27,000 Closed
PRCM
572
Pine River Capital Management
Minnesota
– – -18,061 Closed
ACM
573
Argentus Capital Management
Texas
– – -13,635 Closed
CEP
574
Chicago Equity Partners
Illinois
– – -12,795 Closed
BCM
575
Brookstone Capital Management
Illinois
– – -12,430 Closed
20 21 22
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