IVZ icon

Invesco
IVZ

Overview Fund Activity

487 hedge funds and large institutions have $14.2B invested in Invesco in 2014 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 174 increasing their positions, 186 reducing their positions, and 34 closing their positions.

Holders
487
Holders Change
+14
Holders Change %
+2.96%
% of All Funds
14.01%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.29%
New
52
Increased
174
Reduced
186
Closed
34
Calls
$47M
Puts
$10.4M
Net Calls
+$36.6M
Net Calls Change
+$12.3M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$202M
2
WHG
2
Westwood Holdings Group
Texas
$115M
3
VFA
3
Virtus Fund Advisers
Connecticut
$85.9M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.37B
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$73.7M

Top Sellers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$53.6M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$855M
3
SB
3
Suntrust Banks
Georgia
$26.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$866M
5
SFM
5
Systematic Financial Management
New Jersey
$109M
Name Market Value Shares Shares
Change 		Shares
Change %
B
101
Baird
Wisconsin
$17.7M 468,100 +52,177 +13%
Loomis, Sayles & Company
102
Loomis, Sayles & Company
Massachusetts
$17.6M 467,271 -229,738 -33%
TAM
103
Todd Asset Management
Kentucky
$17.5M 462,486 -57,076 -11%
BA
104
BlackRock Advisors
Delaware
$16.9M 447,981 -84 -0%
WB
105
WesBanco Bank
West Virginia
$16.8M 443,774 +4,390 +1%
BCIM
106
British Columbia Investment Management
British Columbia, Canada
$16.7M 443,491 +19,221 +5%
BJ
107
BlackRock Japan
Japan
$16.7M 442,147 -52,373 -11%
Schroder Investment Management Group
108
Schroder Investment Management Group
United Kingdom
$16.5M 437,182 +406,500 +1,325%
CC
109
Carlson Capital
Texas
$16.3M 431,198 +52,348 +14%
TG
110
TCW Group
California
$14.9M 395,670 -7,994 -2%
AA
111
ALPS Advisors
Colorado
$14.8M 391,111 +70,428 +22%
NAM
112
North American Management
Massachusetts
$14.7M 390,598 -8,478 -2%
Lazard Asset Management
113
Lazard Asset Management
New York
$14.2M 377,310 -23,915 -6%
PP
114
PDT Partners
New York
$13.7M 361,791 +361,791 New
BHC
115
Bowen Hanes & Co
Florida
$12.9M 340,500 +20,000 +6%
PI
116
PGGM Investments
Netherlands
$12.8M 337,748 +12,491 +4%
FAB
117
First American Bank
Illinois
$12.1M 321,236 -2,405 -0.7%
Chevy Chase Trust
118
Chevy Chase Trust
Maryland
$11.7M 309,461 -6,276 -2%
CNAM
119
Campbell Newman Asset Management
Wisconsin
$11.5M 304,868 +14,148 +5%
WMSA
120
Weiss Multi-Strategy Advisers
New York
$11.3M 300,000 +50,000 +20%
HSBC Holdings
121
HSBC Holdings
United Kingdom
$11.2M 296,688 -24,143 -8%
GT
122
Glenmede Trust
Pennsylvania
$10.7M 283,232 -3,744 -1%
OCM
123
Olstein Capital Management
New York
$10.5M 279,000 +26,000 +10%
US Bancorp
124
US Bancorp
Minnesota
$10.5M 278,328 +23,254 +9%
NFA
125
Nationwide Fund Advisors
Ohio
$9.91M 262,627 +24,124 +10%
3 4
5
6 7