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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
1
American Century Companies
Missouri
$451M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$116M
3
Citigroup
3
Citigroup
New York
$37.7M
4
KP
4
Kiltearn Partners
United Kingdom
$200M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$83.8M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$179M
2
TG
2
TCW Group
California
$8.5M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$127M
4
UBS Group
4
UBS Group
Switzerland
$235M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$1.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIC
76
ZWJ Investment Counsel
Georgia
$16M -$928K -40,564 -5%
TCIM
77
TIAA CREF Investment Management
New York
$15.8M -$1.3M -56,735 -8%
ACA
78
Anchor Capital Advisors
Massachusetts
$15.3M +$484K +21,171 +3%
Caisse de Depot et Placement du Quebec (CDPQ)
79
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$14.8M -$70.9K -3,100 -0.5%
Two Sigma Advisers
80
Two Sigma Advisers
New York
$14.7M -$172K -7,500 -1%
Principal Financial Group
81
Principal Financial Group
Iowa
$14.2M +$156K +6,813 +1%
New York State Teachers Retirement System (NYSTRS)
82
New York State Teachers Retirement System (NYSTRS)
New York
$13.8M -$1.35M -58,934 -9%
CI Investments Inc
83
CI Investments Inc
Ontario, Canada
$13.7M +$2.62M +114,600 +24%
Asset Management One
84
Asset Management One
Japan
$13.4M +$55.8K +2,441 +0.4%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$13.1M – – –
DF
86
Donoghue Forlines
Massachusetts
$13.1M -$239K -10,441 -2%
HCM
87
Howard Capital Management
Georgia
$12.7M +$3.72M +161,382 +42%
JIC
88
Johnson Investment Counsel
Ohio
$12.4M +$265K +11,568 +2%
Adage Capital Partners
89
Adage Capital Partners
Massachusetts
$12.1M +$6.14M +268,300 +103%
Citadel Advisors
90
Citadel Advisors
Florida
$11.7M +$10.3M +452,064 +766%
CC
91
Cornerstone Capital
California
$11.4M -$1.97M -85,950 -15%
Victory Capital Management
92
Victory Capital Management
Texas
$11M +$2.47M +107,854 +29%
HSBC Holdings
93
HSBC Holdings
United Kingdom
$10.9M +$975K +42,615 +10%
KBC Group
94
KBC Group
Belgium
$10.4M -$132K -5,749 -1%
BCM
95
Brown Capital Management
Maryland
$9.99M +$108K +4,715 +1%
OCM
96
Olstein Capital Management
New York
$9.88M +$801K +35,000 +9%
Fidelity International
97
Fidelity International
Bermuda
$9.57M +$2.79M +121,904 +41%
BNP Paribas Financial Markets
98
BNP Paribas Financial Markets
France
$9.24M -$969K -42,333 -9%
Thrivent Financial for Lutherans
99
Thrivent Financial for Lutherans
Minnesota
$8.74M +$3.94M +172,157 +82%
TG
100
TCW Group
California
$8.5M -$37.7M -1,645,946 -82%
2 3
4
5 6