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Invesco
IVZ

Overview Fund Activity

499 hedge funds and large institutions have $2.81B invested in Invesco in 2020 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 195 increasing their positions, 170 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
-18
Holders Change %
-3.48%
% of All Funds
11.02%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
72
Increased
195
Reduced
170
Closed
87
Calls
$33.8M
Puts
$22.6M
Net Calls
+$11.3M
Net Calls Change
-$34.2M

Top Buyers

1
PP
Prudential plc
United Kingdom
$43.9M
2
CIM
Contrarius Investment Management
Jersey
$27.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$107M
4
CAG
Csenge Advisory Group
Florida
$24.3M
5
Bank of America
Bank of America
North Carolina
$267M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$26.9M
3
RP
Reinhart Partners
Wisconsin
$0
4
Citadel Advisors
Citadel Advisors
Florida
$5.14M
5
KP
Kiltearn Partners
United Kingdom
$44.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
551
Gemmer Asset Management
California
– -$14K -793 Closed
LWM
552
Lenox Wealth Management
Ohio
– -$11K -600 Closed
PA
553
Procyon Advisors
Connecticut
– -$9K -500 Closed
BCI
554
Brinker Capital Investments
Pennsylvania
– -$9K -478 Closed
NIM
555
NuWave Investment Management
New Jersey
– -$8K -426 Closed
RA
556
Rational Advisors
New York
– -$8K -426 Closed
GDP
557
Great Diamond Partners
Maine
– -$3K -207 Closed
FPS
558
Fieldpoint Private Securities
Connecticut
– -$4K -203 Closed
CHAM
559
Clear Harbor Asset Management
Connecticut
– -$3.6K -200 Closed
JPLA
560
Joseph P. Lucia & Associates
New York
– -$4K -200 Closed
LWANC
561
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$4K -200 Closed
NFG
562
Next Financial Group
Texas
– -$4K -199 Closed
WPA
563
West Paces Advisors
Georgia
– -$3.24K -180 Closed
BUB
564
BBVA USA Bancshares
Texas
– -$3K -177 Closed
FMP
565
Financial Management Professionals
Texas
– -$3K -170 Closed
VCM
566
Versant Capital Management
Arizona
– -$1K -105 Closed
PA
567
PSI Advisors
Florida
– -$1K -100 Closed
SWA
568
Sutton Wealth Advisors
Florida
– -$1.46K -81 Closed
FIB
569
First Interstate Bank
Montana
– -$1K -75 Closed
PW
570
Price Wealth
Texas
– -$1K -73 Closed
SAM
571
S.A. Mason
Michigan
– -$1K -70 Closed
AIS
572
Accurate Investment Solutions
Pennsylvania
– -$1K -59 Closed
CWA
573
Capital Wealth Alliance
Arizona
– -$1K -58 Closed
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