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Invesco
IVZ

Overview Fund Activity

418 hedge funds and large institutions have $12.2B invested in Invesco in 2013 Q2 according to their latest regulatory filings, with 418 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
418
Holders Change
+418
Holders Change %
–
% of All Funds
13.65%
Holding in Top 10
6
Holding in Top 10 Change
+6
Holding in Top 10 Change %
%
% of All Funds
0.2%
New
418
Increased
–
Reduced
–
Closed
–
Calls
$24.3M
Puts
$24.3M
Net Calls
+$21K
Net Calls Change
+$21K

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.81B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.07B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$785M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$674M
5
State Street
5
State Street
Massachusetts
$623M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
FWCM
101
Ferguson Wellman Capital Management
Oregon
$14.6M 458,674 +458,674 New
D.E. Shaw & Co
102
D.E. Shaw & Co
New York
$14.2M 445,432 +445,432 New
WB
103
WesBanco Bank
West Virginia
$13.8M 435,032 +435,032 New
TG
104
TCW Group
California
$13.5M 425,306 +425,306 New
NAM
105
North American Management
Massachusetts
$13.2M 415,711 +415,711 New
HSBC Holdings
106
HSBC Holdings
United Kingdom
$12.8M 403,428 +403,428 New
ZIM
107
Zacks Investment Management
Illinois
$12.2M 384,035 +384,035 New
FIM
108
Foresters Investment Management
New York
$12M 378,700 +378,700 New
SG Americas Securities
109
SG Americas Securities
New York
$11.7M 368,064 +368,064 New
Caisse de Depot et Placement du Quebec (CDPQ)
110
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$11.5M 362,200 +362,200 New
BCIM
111
British Columbia Investment Management
British Columbia, Canada
$11.1M 349,350 +349,350 New
CL
112
Croft-Leominster
Maryland
$11M 346,330 +346,330 New
Lazard Asset Management
113
Lazard Asset Management
New York
$11M 346,250 +346,250 New
Citigroup
114
Citigroup
New York
$9.97M 313,420 +313,420 New
Chevy Chase Trust
115
Chevy Chase Trust
Maryland
$9.91M 311,664 +311,664 New
Franklin Resources
116
Franklin Resources
California
$9.84M 309,456 +309,456 New
WCM
117
Winton Capital Management
United Kingdom
$9.69M 304,760 +304,760 New
Fidelity International
118
Fidelity International
Bermuda
$9.58M 301,300 +301,300 New
BCM
119
Brown Capital Management
Maryland
$9.25M 290,794 +290,794 New
MLICM
120
Metropolitan Life Insurance Company (MetLife)
New York
$8.85M 278,230 +278,230 New
PP
121
PDT Partners
New York
$8.83M 277,645 +277,645 New
Ohio Public Employees Retirement System (OPERS)
122
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.73M 274,646 +274,646 New
Two Sigma Investments
123
Two Sigma Investments
New York
$8.54M 268,496 +268,496 New
AC
124
Ascend Capital
California
$8.52M 268,013 +268,013 New
B
125
Baird
Wisconsin
$8.13M 255,503 +255,503 New
3 4
5
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