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Invesco
IVZ

Overview Fund Activity

473 hedge funds and large institutions have $14.1B invested in Invesco in 2014 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 172 increasing their positions, 184 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
-1
Holders Change %
-0.21%
% of All Funds
13.67%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
51
Increased
172
Reduced
184
Closed
46
Calls
$33.3M
Puts
$9.03M
Net Calls
+$24.3M
Net Calls Change
+$15.1M

Top Buyers

1
U
1
UBS
Switzerland
$225M
2
TCM
2
TimesSquare Capital Management
New York
$85.4M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$279M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$922M
5
EVM
5
Eaton Vance Management
Massachusetts
$157M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$923M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.29B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$143M
4
Ameriprise
4
Ameriprise
Minnesota
$111M
5
PIM
5
Perkins Investment Management
Illinois
$2.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIM
101
Zacks Investment Management
Illinois
$17.7M +$1.42M +38,470 +9%
BA
102
BlackRock Advisors
Delaware
$16.6M -$927K -25,046 -5%
WB
103
WesBanco Bank
West Virginia
$16.3M +$87.5K +2,366 +0.5%
BCIM
104
British Columbia Investment Management
British Columbia, Canada
$15.7M +$3.07M +82,940 +24%
B
105
Baird
Wisconsin
$15.4M +$3.51M +94,788 +30%
PFMOSF
106
Philadelphia Financial Management of San Francisco
California
$15M +$15M +406,557 New
TG
107
TCW Group
California
$14.9M -$216K -5,833 -1%
Lazard Asset Management
108
Lazard Asset Management
New York
$14.8M +$2.98M +80,664 +25%
NAM
109
North American Management
Massachusetts
$14.8M -$160K -4,322 -1%
Barclays
110
Barclays
United Kingdom
$14.2M -$21.9M -591,384 -61%
CC
111
Carlson Capital
Texas
$14M -$22.2M -600,936 -61%
WCM
112
Winton Capital Management
United Kingdom
$13.8M -$3.21M -86,717 -19%
SO
113
STRS Ohio
Ohio
$13M +$2.52M +68,200 +24%
Comerica Bank
114
Comerica Bank
Texas
$12.6M -$2.72M -73,499 -18%
Fidelity International
115
Fidelity International
Bermuda
$12.1M -$15.7M -423,954 -56%
PI
116
PGGM Investments
Netherlands
$12M +$12M +325,257 New
FAB
117
First American Bank
Illinois
$12M +$130K +3,500 +1%
HSBC Holdings
118
HSBC Holdings
United Kingdom
$11.9M -$3.86M -104,393 -25%
AA
119
ALPS Advisors
Colorado
$11.9M +$1.24M +33,546 +12%
BHC
120
Bowen Hanes & Co
Florida
$11.9M +$11.9M +320,500 New
Chevy Chase Trust
121
Chevy Chase Trust
Maryland
$11.7M -$265K -7,149 -2%
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$11.1M -$11.8M -319,642 -52%
RFC
123
Russell Frank Company
Washington
$10.9M -$213K -5,744 -2%
CNAM
124
Campbell Newman Asset Management
Wisconsin
$10.8M +$79.9K +2,159 +0.7%
AAF
125
Andra AP-fonden
Sweden
$10.7M +$2.34M +63,300 +28%
3 4
5
6 7