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Invesco
IVZ

Overview Fund Activity

541 hedge funds and large institutions have $10.1B invested in Invesco in 2017 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 211 increasing their positions, 197 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
-7
Holders Change %
-1.28%
% of All Funds
13.49%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
66
Increased
211
Reduced
197
Closed
64
Calls
$66.9M
Puts
$13.3M
Net Calls
+$53.6M
Net Calls Change
-$4.97M

Top Buyers

1
BlackRock
BlackRock
New York
$982M
2
KP
Kiltearn Partners
United Kingdom
$128M
3
Citadel Advisors
Citadel Advisors
Florida
$113M
4
American Century Companies
American Century Companies
Missouri
$276M
5
UBS Group
UBS Group
Switzerland
$570M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$204M
2
Victory Capital Management
Victory Capital Management
Texas
$4.28M
3
DCP
DSM Capital Partners
Florida
$736K
4
Invesco
Invesco
Georgia
$0
5
CS
Credit Suisse
Switzerland
$62M
Name Holding Trade Value Shares
Change 		Shares
Change %
Capstone Investment Advisors
551
Capstone Investment Advisors
New York
– -$2.2M -72,379 Closed
Nomura Holdings
552
Nomura Holdings
Japan
– -$1.9M -62,429 Closed
AIU
553
Algebris Investments (UK)
United Kingdom
– -$1.71M -56,400 Closed
HCM
554
Highbridge Capital Management
New York
– -$1.69M -55,775 Closed
MCM
555
Millie Capital Management
California
– -$1.54M -50,786 Closed
B
556
BP
United Kingdom
– -$1.52M -50,000 Closed
1832 Asset Management
557
1832 Asset Management
Ontario, Canada
– -$1.46M -47,784 Closed
CCM
558
Condor Capital Management
New Jersey
– -$1.38M -45,466 Closed
NAM
559
NorthCoast Asset Management
Connecticut
– -$1.24M -40,749 Closed
IRF
560
IBM Retirement Fund
New York
– -$1.22M -38,341 Closed
Wolverine Trading
561
Wolverine Trading
Illinois
– -$1.02M -33,766 Closed
Lazard Asset Management
562
Lazard Asset Management
New York
– -$978K -32,255 Closed
CIM
563
Calvert Investment Management
Maryland
– -$908K -29,918 Closed
EI
564
Elkhorn Investments
Illinois
– -$892K -29,396 Closed
Group One Trading
565
Group One Trading
Illinois
– -$883K -29,107 Closed
HI
566
HBK Investments
Texas
– -$765K -25,200 Closed
BCM
567
BlueCrest Capital Management
Jersey
– -$759K -25,000 Closed
RFCA
568
R&F Capital Advisors
New York
– -$658K -21,678 Closed
AT
569
Arden Trust
Delaware
– -$591K -19,478 Closed
VF
570
Virtu Financial
New York
– -$514K -16,934 Closed
GLA
571
Great Lakes Advisors
Illinois
– -$483K -15,935 Closed
DTL
572
Dynamic Technology Lab
Singapore
– -$442K -14,590 Closed
TSS
573
Two Sigma Securities
New York
– -$429K -14,128 Closed
TCM
574
Teza Capital Management
Illinois
– -$413K -13,605 Closed
WAM
575
Wolverine Asset Management
Illinois
– -$379K -12,500 Closed
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