IVZ icon

Invesco
IVZ

Overview Fund Activity

544 hedge funds and large institutions have $14.3B invested in Invesco in 2015 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 215 increasing their positions, 222 reducing their positions, and 52 closing their positions.

Holders
544
Holders Change
-16
Holders Change %
-2.86%
% of All Funds
14.51%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.27%
New
42
Increased
215
Reduced
222
Closed
52
Calls
$69.4M
Puts
$10M
Net Calls
+$59.4M
Net Calls Change
+$38.4M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$322M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.07B
3
EVM
3
Eaton Vance Management
Massachusetts
$112M
4
Citadel Advisors
4
Citadel Advisors
Florida
$302M
5
UBS Group
5
UBS Group
Switzerland
$460M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$140M
2
American Century Companies
2
American Century Companies
Missouri
$50.6M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$637M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$523M
5
Ameriprise
5
Ameriprise
Minnesota
$225M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
101
Channing Capital Management
Illinois
$21.6M 544,048 -44,898 -8%
RCM
102
Riverhead Capital Management
Delaware
$21.6M 543,583 -183,778 -25%
B
103
Baird
Wisconsin
$21.2M 534,012 +25,688 +5%
WB
104
WesBanco Bank
West Virginia
$20.9M 526,581 +47,309 +10%
Canada Pension Plan Investment Board
105
Canada Pension Plan Investment Board
Ontario, Canada
$20.3M 511,463 -242,959 -32%
GT
106
Glenmede Trust
Pennsylvania
$20.1M 505,771 -22,019 -4%
BJ
107
BlackRock Japan
Japan
$20M 504,460 -17,379 -3%
Schroder Investment Management Group
108
Schroder Investment Management Group
United Kingdom
$19.9M 502,475 +71,700 +17%
WMSA
109
Weiss Multi-Strategy Advisers
New York
$19.8M 500,000 -300,000 -38%
FWCM
110
Ferguson Wellman Capital Management
Oregon
$19.8M 499,254 +7,341 +1%
SCM
111
SKBA Capital Management
California
$19.7M 497,200 +114,800 +30%
HSBC Holdings
112
HSBC Holdings
United Kingdom
$19.2M 483,878 +27,440 +6%
Renaissance Technologies
113
Renaissance Technologies
New York
$18.8M 474,400 -541,200 -53%
AC
114
Ascend Capital
California
$18.4M 462,833 -526,275 -53%
TD Asset Management
115
TD Asset Management
Ontario, Canada
$17.7M 445,518 -38,636 -8%
JIC
116
Johnson Investment Counsel
Ohio
$16.8M 423,051 +370,686 +708%
CNAM
117
Campbell Newman Asset Management
Wisconsin
$16.5M 416,952 +2,575 +0.6%
BHC
118
Bowen Hanes & Co
Florida
$15.5M 390,500 – –
Loomis, Sayles & Company
119
Loomis, Sayles & Company
Massachusetts
$15.2M 383,661 -39,224 -9%
HW
120
Hancock Whitney
Mississippi
$15M 378,919 +25,672 +7%
US Bancorp
121
US Bancorp
Minnesota
$14.9M 374,646 +29,197 +8%
ABTD
122
Arvest Bank Trust Division
Oklahoma
$14.5M 364,425 +4,509 +1%
OAM
123
Origin Asset Management
United Kingdom
$14.1M 354,937 -1,349 -0.4%
BGIM
124
Brandywine Global Investment Management
Pennsylvania
$14.1M 354,515 +7,412 +2%
Lazard Asset Management
125
Lazard Asset Management
New York
$14M 353,480 -75 -0%
3 4
5
6 7