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Invesco
IVZ

Overview Fund Activity

521 hedge funds and large institutions have $5.96B invested in Invesco in 2019 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 196 increasing their positions, 187 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
-13
Holders Change %
-2.43%
% of All Funds
11.29%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
75
Increased
196
Reduced
187
Closed
81
Calls
$79.1M
Puts
$40.5M
Net Calls
+$38.5M
Net Calls Change
+$34.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$126M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$128M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$35.2M
4
BlackRock
BlackRock
New York
$701M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$134M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$247M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$22.3M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$166K
4
Renaissance Technologies
Renaissance Technologies
New York
$18.7M
5
BA
Bridgewater Associates
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
76
Gillson Capital
Illinois
$9.69M -$931K -48,233 -9%
Citigroup
77
Citigroup
New York
$9.52M -$25.3M -1,309,070 -73%
ORIO
78
Old Republic International (ORI)
Illinois
$8.98M -$15.4M -800,000 -63%
SCA
79
Stonebridge Capital Advisors
Minnesota
$8.94M +$705K +36,487 +9%
OCM
80
Olstein Capital Management
New York
$8.92M -$154K -8,000 -2%
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$8.4M -$455K -23,579 -5%
BCIM
82
British Columbia Investment Management
British Columbia, Canada
$8.15M +$5.46M +282,592 +203%
JIC
83
Johnson Investment Counsel
Ohio
$7.9M +$318K +16,466 +4%
WAS
84
Wesleyan Assurance Society
United Kingdom
$7.81M +$7.81M +404,237 New
BTS
85
BB&T Securities
Virginia
$7.77M +$1.69M +87,674 +28%
V
86
ValueWorks
New York
$7.71M +$33.1K +1,714 +0.4%
EP
87
Elkfork Partners
Oregon
$7.31M +$2.09M +108,426 +40%
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.23M +$3.38M +174,805 +88%
Chevy Chase Trust
89
Chevy Chase Trust
Maryland
$7.1M -$335K -15,257 -5%
Mitsubishi UFJ Trust & Banking
90
Mitsubishi UFJ Trust & Banking
Japan
$6.86M +$526K +27,171 +8%
QI
91
Quilter Investors
United Kingdom
$6.34M -$161K -8,351 -2%
WTB
92
Washington Trust Bank
Washington
$6.24M +$3.74M +193,930 +150%
CBOA
93
Commonwealth Bank of Australia
Australia
$6.23M +$2.68M +138,639 +75%
PCM
94
Palouse Capital Management
Washington
$6.2M +$716K +37,084 +13%
FCI
95
Financial Counselors Inc
Kansas
$6.07M +$957K +49,547 +19%
GHCM
96
Glen Harbor Capital Management
California
$6.02M +$1.72M +89,292 +40%
SC
97
Seacliff Capital
Connecticut
$5.79M +$1.93M +100,000 +50%
OTPPB
98
Ontario Teachers' Pension Plan Board
Ontario, Canada
$5.79M +$199K +10,300 +4%
AG
99
Aperio Group
California
$5.72M +$1.76M +91,018 +44%
GC
100
Guggenheim Capital
Illinois
$5.61M -$118K -6,133 -2%
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