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Invesco
IVZ

Overview Fund Activity

513 hedge funds and large institutions have $10.4B invested in Invesco in 2016 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 182 increasing their positions, 212 reducing their positions, and 63 closing their positions.

Holders
513
Holders Change
-19
Holders Change %
-3.57%
% of All Funds
13.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
47
Increased
182
Reduced
212
Closed
63
Calls
$78.5M
Puts
$22M
Net Calls
+$56.6M
Net Calls Change
+$14.6M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.19B
2
AAMU
2
Amundi Asset Management US
Massachusetts
$66.3M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$46.2M
4
Capital International Investors
4
Capital International Investors
California
$390M
5
Morgan Stanley
5
Morgan Stanley
New York
$120M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$187M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$8.01M
3
WHG
3
Westwood Holdings Group
Texas
$0
4
Victory Capital Management
4
Victory Capital Management
Texas
$70.6M
5
Prudential Financial
5
Prudential Financial
New Jersey
$26.8M
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
126
Shell Asset Management
Netherlands
$8.19M 261,740 -9,037 -3%
Aviva
127
Aviva
United Kingdom
$8.11M 259,210 +4,968 +2%
Two Sigma Investments
128
Two Sigma Investments
New York
$8.01M 256,048 -1,890,564 -88%
D.E. Shaw & Co
129
D.E. Shaw & Co
New York
$7.93M 253,495 -283,267 -53%
BCIM
130
British Columbia Investment Management
British Columbia, Canada
$7.86M 251,312 -9,278 -4%
Natixis Advisors
131
Natixis Advisors
Massachusetts
$7.82M 250,195 +25,563 +11%
CCM
132
Channing Capital Management
Illinois
$7.62M 243,816 -79,595 -25%
CTI
133
Community Trust & Investment
Kentucky
$7.61M 243,209 -99,475 -29%
MWAC
134
Mariner Wealth Advisors (Cincinnati)
Ohio
$7.34M 234,584 -4,295 -2%
IGIM
135
I.G. Investment Management
Manitoba, Canada
$7.26M 232,243 -7,547 -3%
PP
136
Prudential plc
United Kingdom
$7.26M 232,012 -2,916 -1%
CL
137
Croft-Leominster
Maryland
$6.95M 222,263 -2,392 -1%
Point72 Asset Management
138
Point72 Asset Management
Connecticut
$6.92M 221,400 -58,800 -21%
MCM
139
Maltese Capital Management
New York
$6.87M 219,700 +5,900 +3%
PAMU
140
Pictet Asset Management (UK)
United Kingdom
$6.72M 214,820 +1,300 +0.6%
PA
141
Pinnacle Associates
New York
$6.69M 213,882 -2,317 -1%
HSBC Holdings
142
HSBC Holdings
United Kingdom
$6.63M 212,835 -31,692 -13%
QIM
143
Quantitative Investment Management
Virginia
$6.33M 202,400 +202,400 New
NFA
144
Nationwide Fund Advisors
Ohio
$6.31M 201,849 +22,153 +12%
NCM
145
Nelson Capital Management
California
$6.28M 200,818 +3,059 +2%
GF
146
Gabelli Funds
New York
$6.25M 200,000 – –
SCM
147
Sandler Capital Management
New York
$6.2M 198,100 +198,100 New
SEI Investments
148
SEI Investments
Pennsylvania
$6.16M 197,114 +9,934 +5%
Balyasny Asset Management
149
Balyasny Asset Management
Illinois
$6.1M 194,915 +50,905 +35%
SB
150
Suntrust Banks
Georgia
$6.09M 194,918 +3,084 +2%
4 5
6
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