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Invesco
IVZ

Overview Fund Activity

613 hedge funds and large institutions have $12.3B invested in Invesco in 2017 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 236 increasing their positions, 202 reducing their positions, and 35 closing their positions.

Holders
613
Holders Change
+68
Holders Change %
+12.48%
% of All Funds
13.92%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
106
Increased
236
Reduced
202
Closed
35
Calls
$47.3M
Puts
$27.5M
Net Calls
+$19.8M
Net Calls Change
-$7.65M

Top Buyers

1
AAMU
1
Amundi Asset Management US
Massachusetts
$271M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$244M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$107M
4
Deutsche Bank
4
Deutsche Bank
Germany
$95M
5
Prudential Financial
5
Prudential Financial
New Jersey
$102M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$34.9M
2
SSM
2
Sound Shore Management
Connecticut
$0
3
HCM
3
Highfields Capital Management
Massachusetts
$210M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$6.31M
5
Ameriprise
5
Ameriprise
Minnesota
$118M
Name Market Value Shares Shares
Change 		Shares
Change %
RFM
601
Royal Fund Management
Florida
$3K 92 +71 +338%
PFO
602
Pathstone Family Office
New Jersey
$3K 75 +75 New
CAC
603
Certified Advisory Corp
Florida
$3K 111 +111 New
SWA
604
Sutton Wealth Advisors
Florida
$2.96K 81 – –
SIM
605
Sonora Investment Management
Arizona
$2.38K 65 +65 New
OFS
606
Orrstown Financial Services
Pennsylvania
$2K 55 – –
Financial Engines Advisors
607
Financial Engines Advisors
California
$2K 42 +42 New
MCM
608
Mainstay Capital Management
Michigan
$2K 57 +57 New
GEA
609
Glen Eagle Advisors
New Jersey
$1.94K 53 -2 -4%
Walleye Trading
610
Walleye Trading
New York
$1.75K 47,974 +47,974 New
GWS
611
Glassman Wealth Services
Virginia
$1K 37 – –
PFSC
612
Peoples Financial Services Corp
Pennsylvania
$1K 41 – –
RPC
613
Rossmore Private Capital
Connecticut
$804 22 +22 New
PCG
614
Private Capital Group
Connecticut
$80 2,201 +2,201 New
SSM
615
Sound Shore Management
Connecticut
– – -2,655,103 Closed
BS
616
Banco Santander
Spain
– – -1,600,000 Closed
CTI
617
Community Trust & Investment
Kentucky
– – -477,469 Closed
NFA
618
Nationwide Fund Advisors
Ohio
– – -389,107 Closed
PI
619
PGGM Investments
Netherlands
– – -267,145 Closed
MSE
620
MUFG Securities EMEA
United Kingdom
– – -50,000 Closed
Alyeska Investment Group
621
Alyeska Investment Group
Illinois
– – -45,362 Closed
LCM
622
Landscape Capital Management
New Jersey
– – -42,920 Closed
NLI
623
Nippon Life Insurance
Japan
– – -38,508 Closed
SIM
624
Sentry Investment Management
Wisconsin
– – -25,726 Closed
WAM
625
Wolverine Asset Management
Illinois
– – -25,000 Closed
23 24
25
26 27