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Invesco
IVZ

Overview Fund Activity

499 hedge funds and large institutions have $2.81B invested in Invesco in 2020 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 195 increasing their positions, 170 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
-18
Holders Change %
-3.48%
% of All Funds
11.02%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
72
Increased
195
Reduced
170
Closed
87
Calls
$33.8M
Puts
$22.6M
Net Calls
+$11.3M
Net Calls Change
-$34.2M

Top Buyers

1
PP
Prudential plc
United Kingdom
$43.9M
2
CIM
Contrarius Investment Management
Jersey
$27.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$107M
4
CAG
Csenge Advisory Group
Florida
$24.3M
5
Bank of America
Bank of America
North Carolina
$267M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$26.9M
3
RP
Reinhart Partners
Wisconsin
$0
4
Citadel Advisors
Citadel Advisors
Florida
$5.14M
5
KP
Kiltearn Partners
United Kingdom
$44.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Chevy Chase Trust
101
Chevy Chase Trust
Maryland
$2.8M -$20.3K -2,231 -0.7%
DADC
102
D.A. Davidson & Co
Montana
$2.75M +$449K +49,409 +19%
SAM
103
Shell Asset Management
Netherlands
$2.72M +$144K +15,883 +6%
Osaic Holdings
104
Osaic Holdings
Arizona
$2.7M +$2.7M +298,343 New
FRAF
105
Första AP-fonden
Sweden
$2.54M +$2.54M +280,000 New
Twin Tree Management
106
Twin Tree Management
Texas
$2.49M +$1.52M +167,389 +157%
V
107
ValueWorks
New York
$2.49M -$365K -40,217 -13%
CB
108
Cadence Bank
Mississippi
$2.45M +$150K +16,541 +7%
AIM
109
Achmea Investment Management
Netherlands
$2.44M +$1.69M +185,712 +224%
Franklin Resources
110
Franklin Resources
California
$2.33M +$222K +24,422 +11%
State of New Jersey Common Pension Fund D
111
State of New Jersey Common Pension Fund D
New Jersey
$2.31M – – –
Wealthfront Advisers
112
Wealthfront Advisers
California
$2.25M +$1.34M +147,730 +147%
Los Angeles Capital Management
113
Los Angeles Capital Management
California
$2.15M -$362K -39,852 -14%
AOWM
114
Alpha Omega Wealth Management
Virginia
$2.14M +$573K +63,116 +37%
Aberdeen Group
115
Aberdeen Group
United Kingdom
$2.09M +$48.1K +5,290 +2%
PA
116
Prism Advisors
California
$2.09M +$707K +77,890 +51%
GC
117
Guggenheim Capital
Illinois
$2.05M -$289K -31,892 -12%
CIBC Private Wealth Group
118
CIBC Private Wealth Group
Georgia
$2.05M +$1.64M +180,364 +401%
AIG
119
American International Group
New York
$2.02M +$379K +41,704 +23%
Tudor Investment Corp
120
Tudor Investment Corp
Connecticut
$2.01M +$2.01M +221,794 New
JAM
121
Jolley Asset Management
North Carolina
$1.98M -$31.2K -3,433 -2%
ProShare Advisors
122
ProShare Advisors
Maryland
$1.89M -$320K -35,249 -14%
Canada Pension Plan Investment Board
123
Canada Pension Plan Investment Board
Ontario, Canada
$1.85M +$1.46M +160,315 +374%
PAMU
124
Pictet Asset Management (UK)
United Kingdom
$1.81M -$82.6K -9,100 -4%
IF
125
Insight Folios
North Carolina
$1.79M +$315K +34,680 +21%
3 4
5
6 7