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Invesco
IVZ

Overview Fund Activity

541 hedge funds and large institutions have $10.1B invested in Invesco in 2017 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 211 increasing their positions, 197 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
-7
Holders Change %
-1.28%
% of All Funds
13.49%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
66
Increased
211
Reduced
197
Closed
64
Calls
$66.9M
Puts
$13.3M
Net Calls
+$53.6M
Net Calls Change
-$4.97M

Top Buyers

1
BlackRock
1
BlackRock
New York
$982M
2
KP
2
Kiltearn Partners
United Kingdom
$128M
3
Citadel Advisors
3
Citadel Advisors
Florida
$113M
4
American Century Companies
4
American Century Companies
Missouri
$276M
5
UBS Group
5
UBS Group
Switzerland
$570M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$204M
2
Victory Capital Management
2
Victory Capital Management
Texas
$4.28M
3
DCP
3
DSM Capital Partners
Florida
$736K
4
Invesco
4
Invesco
Georgia
$0
5
CS
5
Credit Suisse
Switzerland
$62M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
51
Wells Fargo
California
$33.9M -$1.48M -48,282 -4%
PI
52
Putnam Investments
Massachusetts
$33.7M +$2.13M +69,512 +7%
Retirement Systems of Alabama
53
Retirement Systems of Alabama
Alabama
$33.1M -$129K -4,223 -0.4%
Massachusetts Financial Services
54
Massachusetts Financial Services
Massachusetts
$32.3M +$32.3M +1,054,029 New
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$29.1M -$622K -20,300 -2%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$28.7M -$550K -17,968 -2%
M&T Bank
57
M&T Bank
New York
$28.3M +$904K +29,499 +3%
First Trust Advisors
58
First Trust Advisors
Illinois
$27.4M +$7.61M +248,286 +38%
AQR Capital Management
59
AQR Capital Management
Connecticut
$27.4M -$3.02M -98,707 -10%
RP
60
Reinhart Partners
Wisconsin
$27M +$150K +4,885 +0.6%
Mitsubishi UFJ Trust & Banking
61
Mitsubishi UFJ Trust & Banking
Japan
$26.1M -$3.05M -99,716 -10%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$25.7M -$1.13M -36,900 -4%
TCIM
63
TIAA CREF Investment Management
New York
$24.1M -$1.62M -52,892 -6%
AllianceBernstein
64
AllianceBernstein
Tennessee
$23.9M +$1.92M +62,628 +9%
State of Wisconsin Investment Board
65
State of Wisconsin Investment Board
Wisconsin
$23.9M +$1.49M +48,729 +7%
Federated Hermes
66
Federated Hermes
Pennsylvania
$23.8M -$5.55M -181,192 -19%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$23M -$872K -28,458 -4%
PWLP
68
Prio Wealth Limited Partnership
Massachusetts
$23M +$539K +17,598 +2%
TA
69
Teachers Advisors
New York
$23M -$495K -16,155 -2%
ZIM
70
Zacks Investment Management
Illinois
$22.8M +$2.74M +89,455 +14%
Adage Capital Partners
71
Adage Capital Partners
Massachusetts
$22.3M +$4.34M +141,700 +24%
D.E. Shaw & Co
72
D.E. Shaw & Co
New York
$21.9M +$11.6M +377,796 +112%
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$21.9M +$379K +12,360 +2%
WPC
74
Waters Parkerson & Co
Louisiana
$21.8M +$772K +25,210 +4%
ACA
75
Anchor Capital Advisors
Massachusetts
$21.6M +$227K +7,405 +1%
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