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Invesco
IVZ

Overview Fund Activity

565 hedge funds and large institutions have $11.5B invested in Invesco in 2017 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 201 increasing their positions, 209 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
+24
Holders Change %
+4.44%
% of All Funds
14.11%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.07%
New
72
Increased
201
Reduced
209
Closed
44
Calls
$65.9M
Puts
$14.4M
Net Calls
+$51.6M
Net Calls Change
-$2.07M

Top Buyers

1
PI
1
Putnam Investments
Massachusetts
$172M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$98.1M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$104M
4
KP
4
Kiltearn Partners
United Kingdom
$203M
5
UBS Group
5
UBS Group
Switzerland
$700M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$50.6M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$13.3M
3
Ameriprise
3
Ameriprise
Minnesota
$148M
4
Goldman Sachs
4
Goldman Sachs
New York
$138M
5
CS
5
Credit Suisse
Switzerland
$40.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFSIG
551
San Francisco Sentry Investment Group
California
$4K +$4K +102 New
PFO
552
Pathstone Family Office
New Jersey
$3K -$892 -22 -23%
MRCM
553
M&R Capital Management
New Jersey
$3K – – –
TDC
554
Thompson Davis & Co
Virginia
$3K – – –
VCM
555
Versant Capital Management
Arizona
$3K – – –
LYV
556
Live Your Vision
Pennsylvania
$3K – – –
RFM
557
Royal Fund Management
Florida
$3K +$3K +89 New
SWA
558
Sutton Wealth Advisors
Florida
$2.85K – – –
AAP
559
Arax Advisory Partners
Colorado
$2K – – –
SIAP
560
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2K +$2K +65 New
GEA
561
Glen Eagle Advisors
New Jersey
$1.94K +$1.94K +55 New
GWS
562
Glassman Wealth Services
Virginia
$1K – – –
PFSC
563
Peoples Financial Services Corp
Pennsylvania
$1K – – –
IWM
564
IHT Wealth Management
Illinois
$649 -$447 -837 -41%
Renaissance Technologies
565
Renaissance Technologies
New York
– -$20.4M -664,700 Closed
WMSA
566
Weiss Multi-Strategy Advisers
New York
– -$11.5M -376,377 Closed
HI
567
Honeywell International
North Carolina
– -$11.2M -366,000 Closed
Tudor Investment Corp
568
Tudor Investment Corp
Connecticut
– -$6.64M -216,609 Closed
ESCM
569
Echo Street Capital Management
New York
– -$5.55M -181,283 Closed
ACPU
570
Arrowgrass Capital Partners (US)
Delaware
– -$5.49M -179,329 Closed
CCM
571
Channing Capital Management
Illinois
– -$3.58M -116,860 Closed
QT
572
Quantbot Technologies
New York
– -$3.42M -111,611 Closed
BF
573
BOK Financial
Oklahoma
– -$1.67M -54,666 Closed
Twin Tree Management
574
Twin Tree Management
Texas
– -$1.45M -47,473 Closed
SSA
575
Schonfeld Strategic Advisors
New York
– -$1.31M -42,878 Closed
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