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Invesco
IVZ

Overview Fund Activity

499 hedge funds and large institutions have $2.81B invested in Invesco in 2020 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 195 increasing their positions, 170 reducing their positions, and 87 closing their positions.

Holders
499
Holders Change
-18
Holders Change %
-3.48%
% of All Funds
11.02%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
72
Increased
195
Reduced
170
Closed
87
Calls
$33.8M
Puts
$22.6M
Net Calls
+$11.3M
Net Calls Change
-$34.2M

Top Buyers

1
PP
1
Prudential plc
United Kingdom
$43.9M
2
CIM
2
Contrarius Investment Management
Jersey
$27.7M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$107M
4
CAG
4
Csenge Advisory Group
Florida
$24.3M
5
Bank of America
5
Bank of America
North Carolina
$267M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$26.9M
3
RP
3
Reinhart Partners
Wisconsin
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.14M
5
KP
5
Kiltearn Partners
United Kingdom
$44.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Axa
51
Axa
France
$7.85M 865,073 -749,500 -46%
Arrowstreet Capital
52
Arrowstreet Capital
Massachusetts
$7.58M 834,800 +186,523 +29%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$7.55M 831,555 -55,163 -6%
KBC Group
54
KBC Group
Belgium
$7.41M 815,855 -36,332 -4%
HighTower Advisors
55
HighTower Advisors
Illinois
$7.37M 812,482 +15,528 +2%
T. Rowe Price Associates
56
T. Rowe Price Associates
Maryland
$6.95M 764,999 +65,022 +9%
Schroder Investment Management Group
57
Schroder Investment Management Group
United Kingdom
$6.89M 768,343 -458,402 -37%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$6.6M 726,700 +7,900 +1%
GAM
59
Gotham Asset Management
New York
$6.51M 717,029 +526,318 +276%
VRS
60
Virginia Retirement Systems
Virginia
$6.32M 695,600 +89,200 +15%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$6.29M 692,363 +44,951 +7%
AllianceBernstein
62
AllianceBernstein
Tennessee
$6.23M 685,905 +48,213 +8%
Mitsubishi UFJ Trust & Banking
63
Mitsubishi UFJ Trust & Banking
Japan
$6.18M 680,208 -249,711 -27%
OCM
64
Olstein Capital Management
New York
$6.05M 665,800 +312,800 +89%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$6.02M 662,576 +59,693 +10%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$5.98M 658,010 +102,933 +19%
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$5.88M 647,722 -203,411 -24%
Stifel Financial
68
Stifel Financial
Missouri
$5.66M 617,213 -239,209 -28%
Lord, Abbett & Co
69
Lord, Abbett & Co
New Jersey
$5.45M 600,215 +600,215 New
Truist Financial
70
Truist Financial
North Carolina
$5.21M 573,808 -172,637 -23%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$5.16M 568,079 +22,246 +4%
Citadel Advisors
72
Citadel Advisors
Florida
$5.14M 565,737 -2,151,735 -79%
Principal Financial Group
73
Principal Financial Group
Iowa
$4.96M 546,405 +12,349 +2%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$4.95M 601,685 -133,409 -18%
Barclays
75
Barclays
United Kingdom
$4.85M 534,369 -241,649 -31%
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