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Invesco
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Overview Fund Activity

560 hedge funds and large institutions have $16.8B invested in Invesco in 2014 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 200 increasing their positions, 209 reducing their positions, and 26 closing their positions.

Holders
560
Holders Change
+48
Holders Change %
+9.38%
% of All Funds
14.95%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.29%
New
83
Increased
200
Reduced
209
Closed
26
Calls
$34.6M
Puts
$13.6M
Net Calls
+$21M
Net Calls Change
-$10.3M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$390M
2
Victory Capital Management
2
Victory Capital Management
Texas
$198M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.12B
4
Millennium Management
4
Millennium Management
New York
$116M
5
Citadel Advisors
5
Citadel Advisors
Florida
$203M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$750M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$794M
3
EVM
3
Eaton Vance Management
Massachusetts
$4.47M
4
American Century Companies
4
American Century Companies
Missouri
$177M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$122M
Name Market Value Shares Shares
Change 		Shares
Change %
GT
101
Glenmede Trust
Pennsylvania
$20.9M 527,790 +110,903 +27%
BJ
102
BlackRock Japan
Japan
$20.6M 521,839 +48,543 +10%
B
103
Baird
Wisconsin
$20.1M 508,324 +18,920 +4%
PCM
104
PAR Capital Management
Massachusetts
$19.8M 500,000 – –
FWCM
105
Ferguson Wellman Capital Management
Oregon
$19.4M 491,913 +6,644 +1%
TD Asset Management
106
TD Asset Management
Ontario, Canada
$19.1M 484,154 -35,401 -7%
WB
107
WesBanco Bank
West Virginia
$18.9M 479,272 +34,629 +8%
HSBC Holdings
108
HSBC Holdings
United Kingdom
$18.1M 456,438 +64,052 +16%
RFC
109
Russell Frank Company
Washington
$17.5M 438,498 +73,574 +20%
BCIM
110
British Columbia Investment Management
British Columbia, Canada
$17.1M 431,662 -36,774 -8%
Schroder Investment Management Group
111
Schroder Investment Management Group
United Kingdom
$17M 430,775 -15,247 -3%
Loomis, Sayles & Company
112
Loomis, Sayles & Company
Massachusetts
$16.7M 422,885 -34,611 -8%
CNAM
113
Campbell Newman Asset Management
Wisconsin
$16.4M 414,377 -16 -0%
First Trust Advisors
114
First Trust Advisors
Illinois
$15.9M 402,821 +250,435 +164%
APG Asset Management
115
APG Asset Management
Netherlands
$15.7M 396,823 -122,360 -24%
SCM
116
Stevens Capital Management
Pennsylvania
$15.5M 391,095 +253,472 +184%
BHC
117
Bowen Hanes & Co
Florida
$15.4M 390,500 +50,000 +15%
Marshall Wace
118
Marshall Wace
United Kingdom
$15.4M 388,954 +298,149 +328%
SCM
119
SKBA Capital Management
California
$15.1M 382,400 +15,500 +4%
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
$15.1M 381,692 +297,335 +352%
ABTD
121
Arvest Bank Trust Division
Oklahoma
$14.5M 359,916 +6,238 +2%
OAM
122
Origin Asset Management
United Kingdom
$14.1M 356,286 -105,414 -23%
PI
123
PGGM Investments
Netherlands
$14M 354,063 +4,996 +1%
Lazard Asset Management
124
Lazard Asset Management
New York
$14M 353,555 -8,580 -2%
HW
125
Hancock Whitney
Mississippi
$14M 353,247 -17,348 -5%
3 4
5
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