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Invesco
IVZ

Overview Fund Activity

427 hedge funds and large institutions have $14.6B invested in Invesco in 2013 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 167 increasing their positions, 144 reducing their positions, and 41 closing their positions.

Holders
427
Holders Change
+9
Holders Change %
+2.15%
% of All Funds
13.85%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
52
Increased
167
Reduced
144
Closed
41
Calls
$30.3M
Puts
$26.6M
Net Calls
+$3.72M
Net Calls Change
+$3.7M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$634M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$865M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$94.6M
4
SFM
4
Soros Fund Management
New York
$42.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$314M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$916M
2
TCIM
2
TIAA CREF Investment Management
New York
$50.3M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$0
4
RIM
4
Rainier Investment Management
Washington
$38M
5
AIM
5
abrdn Investment Management
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
101
Royal Bank of Canada
Ontario, Canada
$15.1M 472,904 +13,265 +3%
HSBC Holdings
102
HSBC Holdings
United Kingdom
$14M 437,384 +33,956 +8%
WB
103
WesBanco Bank
West Virginia
$13.9M 436,262 +1,230 +0.3%
TG
104
TCW Group
California
$13.6M 426,270 +964 +0.2%
Two Sigma Investments
105
Two Sigma Investments
New York
$13.5M 422,392 +153,896 +57%
BCIM
106
British Columbia Investment Management
British Columbia, Canada
$13.4M 421,257 +71,907 +21%
Viking Global Investors
107
Viking Global Investors
Connecticut
$13.2M 414,000 +414,000 New
GC
108
Guggenheim Capital
Illinois
$13.1M 411,263 -92,935 -18%
ZIM
109
Zacks Investment Management
Illinois
$13.1M 410,842 +26,807 +7%
NAM
110
North American Management
Massachusetts
$13.1M 410,551 -5,160 -1%
WCM
111
Winton Capital Management
United Kingdom
$12.9M 404,418 +99,658 +33%
Schroder Investment Management Group
112
Schroder Investment Management Group
United Kingdom
$12.8M 401,889 +401,889 New
WMSA
113
Weiss Multi-Strategy Advisers
New York
$11.4M 356,650 +356,650 New
RGI
114
River Global Investors
United Kingdom
$11.1M 349,142 -355,321 -50%
Ohio Public Employees Retirement System (OPERS)
115
Ohio Public Employees Retirement System (OPERS)
Ohio
$11.1M 347,575 +72,929 +27%
Fidelity International
116
Fidelity International
Bermuda
$10.8M 339,800 +38,500 +13%
D.E. Shaw & Co
117
D.E. Shaw & Co
New York
$10.8M 338,722 -106,710 -24%
Lazard Asset Management
118
Lazard Asset Management
New York
$10.6M 333,725 -12,525 -4%
FAB
119
First American Bank
Illinois
$10.4M 324,971 +107,727 +50%
Chevy Chase Trust
120
Chevy Chase Trust
Maryland
$10.1M 317,950 +6,286 +2%
Citigroup
121
Citigroup
New York
$10M 314,477 +1,057 +0.3%
CNAM
122
Campbell Newman Asset Management
Wisconsin
$10M 313,320 +87,757 +39%
IGIM
123
I.G. Investment Management
Manitoba, Canada
$9.87M 309,402 -164,300 -35%
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$9.83M 308,120 +80,773 +36%
Caisse de Depot et Placement du Quebec (CDPQ)
125
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$9.83M 308,100 -54,100 -15%
3 4
5
6 7