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Invesco
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Overview Fund Activity

474 hedge funds and large institutions have $14.1B invested in Invesco in 2013 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 175 increasing their positions, 168 reducing their positions, and 27 closing their positions.

Holders
474
Holders Change
+47
Holders Change %
+11.01%
% of All Funds
13.77%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.23%
New
78
Increased
175
Reduced
168
Closed
27
Calls
$36.4M
Puts
$27.2M
Net Calls
+$9.2M
Net Calls Change
+$5.48M

Top Buyers

1
IIS
1
Ignis Investment Services
United Kingdom
$281M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$237M
3
DCP
3
DSM Capital Partners
Florida
$121M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.09B
5
O
5
OppenheimerFunds
New York
$223M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.39B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$865M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$594M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$241M
5
HCM
5
Highbridge Capital Management
New York
$38.7M
Name Market Value Shares Shares
Change 		Shares
Change %
WCM
101
Winton Capital Management
United Kingdom
$16.7M 459,557 +55,139 +14%
D.E. Shaw & Co
102
D.E. Shaw & Co
New York
$16.3M 447,269 +108,547 +32%
ZIM
103
Zacks Investment Management
Illinois
$16M 439,581 +28,739 +7%
WB
104
WesBanco Bank
West Virginia
$15.9M 437,018 +756 +0.2%
HSBC Holdings
105
HSBC Holdings
United Kingdom
$15.5M 425,224 -12,160 -3%
Comerica Bank
106
Comerica Bank
Texas
$15M 412,959 -119,502 -22%
TG
107
TCW Group
California
$14.9M 409,497 -16,773 -4%
PWLP
108
Prio Wealth Limited Partnership
Massachusetts
$14.9M 408,145 +408,145 New
NAM
109
North American Management
Massachusetts
$14.7M 403,398 -7,153 -2%
PAM
110
Panagora Asset Management
Massachusetts
$14.3M 392,290 +360,199 +1,122%
JHIU
111
Janus Henderson Investors US
Colorado
$14.3M 391,700 -1,178,752 -75%
JAM
112
Jupiter Asset Management
United Kingdom
$14.1M 386,051 -217,600 -36%
IGIM
113
I.G. Investment Management
Manitoba, Canada
$13.6M 374,402 +65,000 +21%
Caisse de Depot et Placement du Quebec (CDPQ)
114
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$13.6M 373,900 +65,800 +21%
ERSOT
115
Employees Retirement System of Texas
Texas
$12.9M 354,200 +290,760 +458%
WMSA
116
Weiss Multi-Strategy Advisers
New York
$12.7M 350,000 -6,650 -2%
GT
117
Glenmede Trust
Pennsylvania
$12.5M 343,591 +162,163 +89%
CBOA
118
Commonwealth Bank of Australia
Australia
$12.4M 341,398 -827,207 -71%
BCIM
119
British Columbia Investment Management
British Columbia, Canada
$12.4M 341,330 -79,927 -19%
Chevy Chase Trust
120
Chevy Chase Trust
Maryland
$11.8M 322,886 +4,936 +2%
B
121
Baird
Wisconsin
$11.7M 321,135 +31,954 +11%
Lazard Asset Management
122
Lazard Asset Management
New York
$11.7M 320,561 -13,164 -4%
FAB
123
First American Bank
Illinois
$11.7M 320,141 -4,830 -1%
RFC
124
Russell Frank Company
Washington
$10.9M 299,158 -287,268 -49%
CNAM
125
Campbell Newman Asset Management
Wisconsin
$10.5M 288,561 -24,759 -8%
3 4
5
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