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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 %
CIBC Asset Management
126
CIBC Asset Management
Ontario, Canada
$1.78M +$343K +37,811 +24%
Commonwealth Equity Services
127
Commonwealth Equity Services
Massachusetts
$1.71M +$135K +14,861 +9%
Acadian Asset Management
128
Acadian Asset Management
Massachusetts
$1.7M +$50.9K +5,609 +3%
CPO
129
Cerity Partners OCIO
New York
$1.64M +$28K +3,081 +2%
PCM
130
Poehling Capital Management
Wisconsin
$1.63M +$697K +76,805 +75%
DekaBank Deutsche Girozentrale
131
DekaBank Deutsche Girozentrale
Germany
$1.6M -$94.7K -9,979 -6%
GF
132
Gabelli Funds
New York
$1.59M – – –
VOYA Investment Management
133
VOYA Investment Management
Georgia
$1.59M -$13.7K -1,504 -0.9%
IPW
134
Inlet Private Wealth
Florida
$1.53M – – –
CS
135
Candriam SCA
Luxembourg
$1.52M +$1.52M +75,497 New
Royal London Asset Management
136
Royal London Asset Management
United Kingdom
$1.5M – – –
Treasurer of the State of North Carolina
137
Treasurer of the State of North Carolina
North Carolina
$1.49M +$594K +65,460 +66%
Retirement Systems of Alabama
138
Retirement Systems of Alabama
Alabama
$1.49M +$354 +39 +0%
FAF
139
Fjarde Ap-fonden
Sweden
$1.47M +$576K +63,400 +64%
ACP
140
Aviance Capital Partners
Florida
$1.43M -$124K -13,687 -8%
Baird Financial Group
141
Baird Financial Group
Wisconsin
$1.41M +$261K +28,712 +23%
Allianz Asset Management
142
Allianz Asset Management
Germany
$1.38M -$5.65M -622,013 -80%
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$1.37M +$195K +21,465 +17%
Ensign Peak Advisors
144
Ensign Peak Advisors
Utah
$1.29M -$1.17M -129,150 -48%
SMDAM
145
Sumitomo Mitsui DS Asset Management
Japan
$1.27M -$579K -63,817 -31%
GT
146
Glenmede Trust
Pennsylvania
$1.27M – – –
GFPC
147
Global Financial Private Capital
Florida
$1.26M -$116K -12,796 -8%
Wellington Management Group
148
Wellington Management Group
Massachusetts
$1.25M -$738K -81,310 -37%
BNP Paribas Asset Management
149
BNP Paribas Asset Management
France
$1.22M +$97.3K +10,712 +9%
QI
150
QS Investors
New York
$1.22M – – –
4 5
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