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Invesco
IVZ

Overview Fund Activity

562 hedge funds and large institutions have $8.73B invested in Invesco in 2018 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 217 increasing their positions, 199 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
-25
Holders Change %
-4.26%
% of All Funds
12.88%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
79
Increased
217
Reduced
199
Closed
96
Calls
$46.4M
Puts
$33M
Net Calls
+$13.3M
Net Calls Change
-$8.73M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$437M
2
Renaissance Technologies
Renaissance Technologies
New York
$46.7M
3
BGIM
Brandywine Global Investment Management
Pennsylvania
$51.7M
4
Federated Hermes
Federated Hermes
Pennsylvania
$63.1M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$117M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$311M
2
HCM
Highfields Capital Management
Massachusetts
$0
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.1M
4
Citadel Advisors
Citadel Advisors
Florida
$1.57M
5
GC
Guggenheim Capital
Illinois
$7.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
551
Centerpoint Advisors
Massachusetts
$2K +$2K +63 New
CFG
552
Citizens Financial Group
Rhode Island
$2K +$2K +73 New
DAM
553
Delta Asset Management
Tennessee
$2K +$2K +80 New
WWM
554
Wagner Wealth Management
South Carolina
$1K – – –
PFSC
555
Peoples Financial Services Corp
Pennsylvania
$1K – – –
WF
556
WealthTrust Fairport
Ohio
$1K – – –
OFS
557
Orrstown Financial Services
Pennsylvania
$1K – – –
WAP
558
Wealthcare Advisory Partners
Pennsylvania
$1K +$1K +19 New
LF
559
Lee Financial
Texas
$1K +$1K +52 New
AIL
560
AGF Investments LLC
Ontario, Canada
$5 +$5 +198 New
HCM
561
Highfields Capital Management
Massachusetts
– -$116M -3,638,971 Closed
FQ
562
First Quadrant
California
– -$26M -812,061 Closed
FLII
563
First Long Island Investors
New York
– -$11.1M -347,740 Closed
SFM
564
Soros Fund Management
New York
– -$6.54M -204,318 Closed
MCM
565
Maltese Capital Management
New York
– -$6.37M -199,100 Closed
MME
566
Meag Munich Ergo
Germany
– -$5.56M -177,324 Closed
DGHMC
567
Dalton, Greiner, Hartman, Maher & Co
New York
– -$4.36M -136,319 Closed
MWNA
568
Marshall Wace North America
New York
– -$3.82M -119,344 Closed
LG
569
Leuthold Group
Minnesota
– -$3.18M -99,384 Closed
OAM
570
Oxford Asset Management
United Kingdom
– -$2.6M -81,241 Closed
CSM
571
CAMG Solamere Management
North Carolina
– -$2.06M -64,418 Closed
FWIA
572
Fort Washington Investment Advisors
Ohio
– -$2.02M -63,186 Closed
PCM
573
Prana Capital Management
Connecticut
– -$2.02M -63,102 Closed
TI
574
Trexquant Investment
Connecticut
– -$2.01M -62,635 Closed
HI
575
HBK Investments
Texas
– -$1.84M -57,600 Closed
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