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Invesco
IVZ

Overview Fund Activity

587 hedge funds and large institutions have $10.6B invested in Invesco in 2018 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 245 increasing their positions, 205 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
587
Holders Change
-26
Holders Change %
-4.24%
% of All Funds
13.47%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
64
Increased
245
Reduced
205
Closed
83
Calls
$49.3M
Puts
$27.3M
Net Calls
+$22.1M
Net Calls Change
+$2.24M

Top Buyers

1
BlackRock
BlackRock
New York
+$105M
2
American Century Companies
American Century Companies
Missouri
+$63.6M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$57.7M
4
Ameriprise
Ameriprise
Minnesota
+$54M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$47.6M

Top Sellers

1
AAMU
Amundi Asset Management US
Massachusetts
-$179M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$111M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$69.4M
4
HCM
Highfields Capital Management
Massachusetts
-$67M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$64.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
576
Sutton Wealth Advisors
Florida
$2.59K – – –
SIM
577
Sonora Investment Management
Arizona
$2.08K – – –
OFS
578
Orrstown Financial Services
Pennsylvania
$2K – – –
JA
579
JOYN Advisors
Georgia
$2K +$2K +53 New
WWM
580
Wagner Wealth Management
South Carolina
$2K +$2K +54 New
RA
581
Rational Advisors
New York
$2K +$2K +59 New
GEA
582
Glen Eagle Advisors
New Jersey
$1.7K – – –
TC
583
Trilogy Capital
California
$1K -$434K -17,340 -100%
TCOV
584
Trust Company of Vermont
Vermont
$1K -$3.45K -100 -78%
MCM
585
Mainstay Capital Management
Michigan
$1K – – –
PFSC
586
Peoples Financial Services Corp
Pennsylvania
$1K – – –
WF
587
WealthTrust Fairport
Ohio
$1K +$1K +40 New
Renaissance Technologies
588
Renaissance Technologies
New York
– -$62.6M -1,713,900 Closed
CCMG
589
Clark Capital Management Group
Pennsylvania
– -$21.7M -593,063 Closed
QIM
590
Quantitative Investment Management
Virginia
– -$8.31M -227,400 Closed
HCM
591
Howard Capital Management
Georgia
– -$8.15M -222,899 Closed
D.E. Shaw & Co
592
D.E. Shaw & Co
New York
– -$7.14M -195,429 Closed
Connor, Clark & Lunn Investment Management (CC&L)
593
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$6.94M -189,850 Closed
DHFB
594
Dixon Hubard Feinour & Brown
Virginia
– -$5.66M -154,880 Closed
Credit Agricole
595
Credit Agricole
France
– -$5.51M -150,850 Closed
Voloridge Investment Management
596
Voloridge Investment Management
Florida
– -$5.12M -140,178 Closed
WMSA
597
Weiss Multi-Strategy Advisers
New York
– -$2.56M -70,000 Closed
IP
598
Interval Partners
New York
– -$2.56M -69,934 Closed
CSS
599
Cubist Systematic Strategies
Connecticut
– -$2.44M -66,789 Closed
IA
600
Icon Advisers
Colorado
– -$2.41M -66,000 Closed
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