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Invesco
IVZ

Overview Fund Activity

537 hedge funds and large institutions have $12.3B invested in Invesco in 2015 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 206 increasing their positions, 208 reducing their positions, and 64 closing their positions.

Holders
537
Holders Change
-18
Holders Change %
-3.24%
% of All Funds
15.01%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.11%
New
49
Increased
206
Reduced
208
Closed
64
Calls
$30M
Puts
$13M
Net Calls
+$17M
Net Calls Change
-$19.8M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$202M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$422M
3
Deutsche Bank
3
Deutsche Bank
Germany
$122M
4
Bank of America
4
Bank of America
North Carolina
$104M
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$51.8M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$101M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$10.5M
3
Millennium Management
3
Millennium Management
New York
$2.64M
4
NAM
4
NorthCoast Asset Management
Connecticut
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$273M
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
551
United Capital Financial Advisors
Texas
– – -120,155 Closed
NG
552
NatWest Group
United Kingdom
– – -116,400 Closed
IG
553
ING Group
Netherlands
– – -95,700 Closed
SC
554
Scholtz & Company
Connecticut
– – -91,750 Closed
GCMG
555
Gyroscope Capital Management Group
Florida
– – -90,370 Closed
OTPPB
556
Ontario Teachers' Pension Plan Board
Ontario, Canada
– – -81,963 Closed
MSU
557
Maple Securities USA
New Jersey
– – -79,549 Closed
PAM
558
Princeton Alpha Management
New Jersey
– – -69,109 Closed
DCM
559
Decade Capital Management
New York
– – -63,576 Closed
NI
560
Numeric Investors
Massachusetts
– – -54,300 Closed
NIT
561
NumerixS Investment Technologies
British Columbia, Canada
– – -47,203 Closed
Tudor Investment Corp
562
Tudor Investment Corp
Connecticut
– – -45,816 Closed
SC
563
Scotia Capital
Ontario, Canada
– – -23,330 Closed
TH
564
Timber Hill
Connecticut
– – -22,197 Closed
QC
565
Quadrature Capital
United Kingdom
– – -19,566 Closed
RT
566
Rockland Trust
Massachusetts
– – -15,778 Closed
PTC
567
Private Trust Company
Ohio
– – -13,584 Closed
QAM
568
Quantres Asset Management
Cayman Islands
– – -12,500 Closed
HCA
569
Harbour Capital Advisors
Virginia
– – -12,350 Closed
LP
570
LMR Partners
United Kingdom
– – -11,839 Closed
UFF
571
USA Financial Formulas
Michigan
– – -11,576 Closed
Jane Street
572
Jane Street
New York
– – -11,500 Closed
LCM
573
Laurion Capital Management
New York
– – -11,400 Closed
LH
574
Lebenthal Holdings
New York
– – -10,506 Closed
HHGA
575
Halbert Hargrove Global Advisors
California
– – -9,068 Closed
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23
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