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Invesco
IVZ

Overview Fund Activity

545 hedge funds and large institutions have $11.7B invested in Invesco in 2017 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 225 increasing their positions, 191 reducing their positions, and 58 closing their positions.

Holders
545
Holders Change
-20
Holders Change %
-3.54%
% of All Funds
13.61%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
49
Increased
225
Reduced
191
Closed
58
Calls
$54.9M
Puts
$27.4M
Net Calls
+$27.5M
Net Calls Change
-$24.1M

Top Buyers

1
AAMU
1
Amundi Asset Management US
Massachusetts
$179M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$164M
3
BS
3
Banco Santander
Spain
$56.1M
4
Capital International Investors
4
Capital International Investors
California
$488M
5
Ameriprise
5
Ameriprise
Minnesota
$175M

Top Sellers

1
PI
1
Putnam Investments
Massachusetts
$82.9M
2
SSM
2
Sound Shore Management
Connecticut
$93M
3
Citadel Advisors
3
Citadel Advisors
Florida
$5.2M
4
BCPEM
4
Bain Capital Public Equity Management
Massachusetts
$0
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
51
Todd Asset Management
Kentucky
$40.5M +$16.9M +482,569 +72%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$35.4M +$2.05M +58,403 +6%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$33.9M -$18.6M -531,272 -35%
State of Wisconsin Investment Board
54
State of Wisconsin Investment Board
Wisconsin
$32M +$1.12M +32,104 +4%
M&T Bank
55
M&T Bank
New York
$31.7M -$368K -10,502 -1%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$30.9M +$427K +12,200 +1%
Mitsubishi UFJ Trust & Banking
57
Mitsubishi UFJ Trust & Banking
Japan
$30.4M +$1.3M +37,076 +4%
Federated Hermes
58
Federated Hermes
Pennsylvania
$28.9M +$1.64M +46,863 +6%
TA
59
Teachers Advisors
New York
$28.7M -$2.23M -63,528 -7%
TRSOTSOK
60
Teachers Retirement System of the State of Kentucky
Kentucky
$28.6M +$11.6M +331,000 +68%
IGIM
61
I.G. Investment Management
Manitoba, Canada
$28.2M -$5.98M -170,600 -18%
TCIM
62
TIAA CREF Investment Management
New York
$27.6M -$5.27M -150,323 -16%
ZIM
63
Zacks Investment Management
Illinois
$27M +$335K +9,561 +1%
Canada Pension Plan Investment Board
64
Canada Pension Plan Investment Board
Ontario, Canada
$26.9M +$28K +800 +0.1%
First Trust Advisors
65
First Trust Advisors
Illinois
$26.6M -$2.26M -64,547 -8%
RP
66
Reinhart Partners
Wisconsin
$26.3M -$2M -57,003 -7%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$26.1M +$115K +3,289 +0.4%
WPC
68
Waters Parkerson & Co
Louisiana
$25.5M +$181K +5,152 +0.7%
PWLP
69
Prio Wealth Limited Partnership
Massachusetts
$25.3M -$521K -14,874 -2%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$24.9M -$2.06M -58,724 -8%
ZIC
71
ZWJ Investment Counsel
Georgia
$24.7M +$133K +3,790 +0.5%
AllianceBernstein
72
AllianceBernstein
Tennessee
$24.2M -$2.94M -84,012 -11%
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$24M -$1.14M -32,412 -5%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$23.1M -$109K -3,100 -0.5%
ACA
75
Anchor Capital Advisors
Massachusetts
$22.5M -$311K -8,887 -1%
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