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Invesco
IVZ

Overview Fund Activity

564 hedge funds and large institutions have $7.63B invested in Invesco in 2018 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 222 increasing their positions, 198 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
+2
Holders Change %
+0.36%
% of All Funds
12.92%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
79
Increased
222
Reduced
198
Closed
72
Calls
$63.7M
Puts
$57.1M
Net Calls
+$6.65M
Net Calls Change
-$6.67M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$74.4M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$62M
3
Citigroup
Citigroup
New York
+$33.2M
4
KP
Kiltearn Partners
United Kingdom
+$31.9M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$31.7M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$162M
2
TG
TCW Group
California
-$37.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$35.5M
4
UBS Group
UBS Group
Switzerland
-$32.5M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$30.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WG
601
Winton Group
United Kingdom
– -$271K -10,207 Closed
SC
602
Scotia Capital
Ontario, Canada
– -$316K -9,896 Closed
NGA
603
Naples Global Advisors
Florida
– -$261K -9,835 Closed
CA
604
Cetera Advisors
Colorado
– -$256K -9,546 Closed
VAM
605
Verity Asset Management
North Carolina
– -$244K -9,186 Closed
ONB
606
Old National Bancorp
Indiana
– -$240K -9,035 Closed
EGA
607
E&G Advisors
Texas
– -$226K -8,500 Closed
PIA
608
Piedmont Investment Advisors
North Carolina
– -$224K -8,418 Closed
Balyasny Asset Management
609
Balyasny Asset Management
Illinois
– -$223K -8,392 Closed
CAM
610
Cozad Asset Management
Illinois
– -$210K -7,900 Closed
KRSITF
611
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
– -$205K -7,736 Closed
IRF
612
IBM Retirement Fund
New York
– -$203K -7,657 Closed
RCA
613
Rowland Carmichael Advisors
Arizona
– -$200K -7,540 Closed
C
614
Cerebellum
California
– -$172K -6,473 Closed
OIA
615
OneDigital Investment Advisors
Kansas
– -$71K -2,690 Closed
RWP
616
RWA Wealth Partners
Massachusetts
– -$48K -1,800 Closed
EAM
617
Exane Asset Management
France
– -$41.3K -1,556 Closed
FMT
618
First Mercantile Trust
Tennessee
– -$41K -1,550 Closed
CAL
619
Capital Analysts LLC
Pennsylvania
– -$32K -1,221 Closed
GFP
620
Gryphon Financial Partners
Ohio
– -$18K -694 Closed
IWP
621
Icon Wealth Partners
Texas
– -$18K -688 Closed
CF
622
Centaurus Financial
California
– -$11K -412 Closed
STA
623
Summit Trail Advisors
New York
– -$9K -342 Closed
FIA
624
FNY Investment Advisers
New York
– -$8K -335 Closed
AP
625
Arlington Partners
Alabama
– -$9K -322 Closed
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