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Invesco
IVZ

Overview Fund Activity

516 hedge funds and large institutions have $10.6B invested in Invesco in 2016 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 191 increasing their positions, 220 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
516
Holders Change
-14
Holders Change %
-2.64%
% of All Funds
13.77%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
50
Increased
191
Reduced
220
Closed
58
Calls
$63.5M
Puts
$10.7M
Net Calls
+$52.8M
Net Calls Change
+$17.6M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$401M
2
Vanguard Group
Vanguard Group
Pennsylvania
$956M
3
Capital International Investors
Capital International Investors
California
$325M
4
BA
BlackRock Advisors
Delaware
$152M
5
UBS Group
UBS Group
Switzerland
$441M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$7.81M
2
Deutsche Bank
Deutsche Bank
Germany
$75.9M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$42.8M
4
O
OppenheimerFunds
New York
$544K
5
Fidelity Investments
Fidelity Investments
Massachusetts
$461M
Name Holding Trade Value Shares
Change 		Shares
Change %
SO
126
STRS Ohio
Ohio
$8.71M +$59.4K +1,930 +0.7%
PP
127
Prudential plc
United Kingdom
$8.66M -$545K -17,724 -6%
PR
128
Payden & Rygel
California
$8.53M +$8.53M +277,300 New
FLII
129
First Long Island Investors
New York
$8.53M +$93.8K +3,048 +1%
SB
130
Suntrust Banks
Georgia
$8.37M -$11.7M -380,801 -58%
IGIM
131
I.G. Investment Management
Manitoba, Canada
$8.22M -$53.9K -1,753 -0.7%
BCM
132
Brown Capital Management
Maryland
$7.91M +$94.5K +3,072 +1%
Citadel Advisors
133
Citadel Advisors
Florida
$7.81M -$99.9M -3,247,386 -93%
Lazard Asset Management
134
Lazard Asset Management
New York
$7.78M -$223K -7,250 -3%
BNP Paribas Financial Markets
135
BNP Paribas Financial Markets
France
$7.74M +$202K +6,560 +3%
VOYA Investment Management
136
VOYA Investment Management
Georgia
$7.69M -$236K -7,683 -3%
RFC
137
Russell Frank Company
Washington
$7.59M -$1.06M -34,429 -12%
Barclays
138
Barclays
United Kingdom
$7.1M -$1.38M -46,048 -16%
MWAC
139
Mariner Wealth Advisors (Cincinnati)
Ohio
$7M +$380K +12,343 +6%
Zurich Cantonal Bank
140
Zurich Cantonal Bank
Switzerland
$6.98M +$88.1K +2,862 +1%
RIM
141
Rainier Investment Management
Washington
$6.86M -$679K -22,050 -9%
Aviva
142
Aviva
United Kingdom
$6.65M -$6.77K -220 -0.1%
SEI Investments
143
SEI Investments
Pennsylvania
$6.55M -$202K -6,568 -3%
FPA
144
First Pacific Advisors
California
$6.52M -$152K -4,950 -2%
BCIM
145
British Columbia Investment Management
British Columbia, Canada
$6.46M +$375K +12,182 +6%
HSBC Holdings
146
HSBC Holdings
United Kingdom
$6.42M -$2.32M -75,352 -27%
SAM
147
Shell Asset Management
Netherlands
$6.24M +$2.14M +69,582 +52%
Marshall Wace
148
Marshall Wace
United Kingdom
$6.21M -$990K -32,183 -14%
Truist Financial
149
Truist Financial
North Carolina
$6.19M +$4.71M +152,917 +316%
NCM
150
Nelson Capital Management
California
$6.18M -$65.4K -2,125 -1%
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