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Invesco
IVZ

Overview Fund Activity

545 hedge funds and large institutions have $11.7B invested in Invesco in 2017 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 225 increasing their positions, 191 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
-20
Holders Change %
-3.54%
% of All Funds
13.61%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
49
Increased
225
Reduced
191
Closed
58
Calls
$54.9M
Puts
$27.4M
Net Calls
+$27.5M
Net Calls Change
-$24.1M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
$179M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$164M
3
BS
Banco Santander
Spain
$56.1M
4
Capital International Investors
Capital International Investors
California
$488M
5
Ameriprise
Ameriprise
Minnesota
$175M

Top Sellers

1
PI
Putnam Investments
Massachusetts
$82.9M
2
SSM
Sound Shore Management
Connecticut
$93M
3
Citadel Advisors
Citadel Advisors
Florida
$5.2M
4
BCPEM
Bain Capital Public Equity Management
Massachusetts
$0
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
FQ
126
First Quadrant
California
$8.07M +$8.07M +230,363 New
VOYA Investment Management
127
VOYA Investment Management
Georgia
$7.88M -$55.5K -1,584 -0.7%
PAMU
128
Pictet Asset Management (UK)
United Kingdom
$7.8M -$49.1K -1,400 -0.6%
PA
129
Pinnacle Associates
New York
$7.71M -$17.6K -502 -0.2%
BOTW
130
Bank of the West
California
$7.62M -$1.79M -51,066 -19%
Victory Capital Management
131
Victory Capital Management
Texas
$7.54M +$1.93M +55,180 +35%
CL
132
Croft-Leominster
Maryland
$7.5M -$155K -4,436 -2%
GI
133
Gradient Investments
Minnesota
$7.46M +$282K +8,046 +4%
VRS
134
Virginia Retirement Systems
Virginia
$7.44M +$49.1K +1,400 +0.7%
SDIC
135
South Dakota Investment Council
South Dakota
$7.43M +$28K +800 +0.4%
SO
136
STRS Ohio
Ohio
$7.36M – – –
PP
137
Pegasus Partners
Wisconsin
$7.22M +$1.41M +40,308 +24%
GF
138
Gabelli Funds
New York
$7.01M – – –
ANI
139
American National Insurance
Texas
$6.75M – – –
NCM
140
Nelson Capital Management
California
$6.66M -$32.4K -925 -0.5%
Nisa Investment Advisors
141
Nisa Investment Advisors
Missouri
$6.66M -$279K -7,950 -4%
SEI Investments
142
SEI Investments
Pennsylvania
$6.51M -$530K -15,140 -8%
Los Angeles Capital Management
143
Los Angeles Capital Management
California
$6.44M +$4.98M +141,990 +340%
AG
144
Aperio Group
California
$6.35M -$108K -3,089 -2%
WTB
145
Washington Trust Bank
Washington
$6.19M +$3.27M +93,265 +112%
AP
146
AHL Partners
United Kingdom
$5.9M +$2.39M +68,229 +68%
HCMT
147
Highland Capital Management (Tennessee)
Tennessee
$5.82M +$598K +17,080 +11%
BCM
148
Brookstone Capital Management
Illinois
$5.66M -$384K -10,946 -6%
ASRS
149
Arizona State Retirement System
Arizona
$5.51M +$869K +24,791 +19%
DHFB
150
Dixon Hubard Feinour & Brown
Virginia
$5.44M -$105K -3,000 -2%
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6
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