IVZ icon

Invesco
IVZ

Overview Fund Activity

427 hedge funds and large institutions have $14.6B invested in Invesco in 2013 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 167 increasing their positions, 144 reducing their positions, and 41 closing their positions.

Holders
427
Holders Change
+9
Holders Change %
+2.15%
% of All Funds
13.85%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
52
Increased
167
Reduced
144
Closed
41
Calls
$30.3M
Puts
$26.6M
Net Calls
+$3.72M
Net Calls Change
+$3.7M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$634M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$865M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$94.6M
4
SFM
4
Soros Fund Management
New York
$42.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$314M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$916M
2
TCIM
2
TIAA CREF Investment Management
New York
$50.3M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$0
4
RIM
4
Rainier Investment Management
Washington
$38M
5
AIM
5
abrdn Investment Management
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FIM
151
Foresters Investment Management
New York
$5.91M 185,200 -193,500 -51%
IRF
152
IBM Retirement Fund
New York
$5.88M 184,347 -26,584 -13%
GT
153
Glenmede Trust
Pennsylvania
$5.79M 181,428 -9,378 -5%
SOMRS
154
State of Michigan Retirement System
Michigan
$5.75M 180,143 -500 -0.3%
KCM
155
Kennedy Capital Management
Missouri
$5.65M 177,099 +1,185 +0.7%
Korea Investment Corp
156
Korea Investment Corp
South Korea
$5.61M 175,900 +89,900 +105%
CFB
157
Cullen/Frost Bankers
Texas
$5.5M 172,263 +4,143 +2%
AIG
158
American International Group
New York
$5.4M 169,369 +2,568 +2%
MCM
159
Maltese Capital Management
New York
$5.36M 167,900 -2,100 -1%
EA
160
Euclid Advisors
Connecticut
$5.29M 165,871 +38,561 +30%
OI
161
Oakbrook Investments
Illinois
$5.27M 165,265 -27,750 -14%
ECM
162
Ensemble Capital Management
California
$5.25M 164,500 -54,500 -25%
Asset Management One
163
Asset Management One
Japan
$5.22M 163,277 +5,892 +4%
SBH
164
Segall Bryant & Hamill
Illinois
$5.03M 157,529 +157,529 New
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$4.93M 154,654 -20,319 -12%
Nisa Investment Advisors
166
Nisa Investment Advisors
Missouri
$4.86M 152,356 – –
TSU
167
TD Securities (USA)
New York
$4.84M 151,614 +2 +0%
IG
168
ING Group
Netherlands
$4.82M 151,316 +46,336 +44%
WI
169
WBI Investments
New Jersey
$4.76M 149,090 +149,090 New
Public Sector Pension Investment Board (PSP Investments)
170
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.72M 147,914 -5,100 -3%
FTB
171
First Trust Bank
Bahamas
$4.65M 145,760 – –
RA
172
Royce & Associates
New York
$4.65M 145,700 -65,000 -31%
KAM
173
Keeley Asset Management
Illinois
$4.64M 145,300 -96,310 -40%
CA
174
Commerzbank Aktiengesellschaft
Germany
$4.62M 144,968 -22,358 -13%
SM
175
Selkirk Management
New Jersey
$4.49M 140,609 – –
5 6
7
8 9