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Invesco
IVZ

Overview Fund Activity

474 hedge funds and large institutions have $14.1B invested in Invesco in 2013 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 175 increasing their positions, 168 reducing their positions, and 27 closing their positions.

Holders
474
Holders Change
+47
Holders Change %
+11.01%
% of All Funds
13.77%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.23%
New
78
Increased
175
Reduced
168
Closed
27
Calls
$36.4M
Puts
$27.2M
Net Calls
+$9.2M
Net Calls Change
+$5.48M

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$237M
2
DCP
2
DSM Capital Partners
Florida
$121M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.09B
4
O
4
OppenheimerFunds
New York
$223M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$204M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.39B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$865M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$594M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$241M
5
HCM
5
Highbridge Capital Management
New York
$38.7M
Name Market Value Shares Shares
Change 		Shares
Change %
TPSF
151
Texas Permanent School Fund
Texas
$7.47M 205,252 -15,062 -7%
NM
152
Nokota Management
New York
$7.28M 200,000 +200,000 New
MTB
153
Mizuho Trust & Banking
Japan
$7.24M 198,813 -416,213 -68%
MCM
154
Maltese Capital Management
New York
$7.18M 197,200 +29,300 +17%
ANI
155
American National Insurance
Texas
$7.02M 192,950 – –
ASRS
156
Arizona State Retirement System
Arizona
$6.99M 192,089 +61,700 +47%
FCAM
157
F&C Asset Management
United Kingdom
$6.83M 187,487 -11,000 -6%
FIM
158
Foresters Investment Management
New York
$6.74M 185,200 – –
WI
159
WBI Investments
New Jersey
$6.57M 180,359 +31,269 +21%
SOMRS
160
State of Michigan Retirement System
Michigan
$6.56M 180,243 +100 +0.1%
CFB
161
Cullen/Frost Bankers
Texas
$6.54M 179,660 +7,397 +4%
IRF
162
IBM Retirement Fund
New York
$6.46M 177,532 -6,815 -4%
KCM
163
Kennedy Capital Management
Missouri
$6.42M 176,495 -604 -0.3%
Aviva
164
Aviva
United Kingdom
$6.39M 175,529 +50,746 +41%
BF
165
BOK Financial
Oklahoma
$6.26M 172,033 +114,321 +198%
AIG
166
American International Group
New York
$6.21M 170,560 +1,191 +0.7%
SBH
167
Segall Bryant & Hamill
Illinois
$6.11M 167,868 +10,339 +7%
Citigroup
168
Citigroup
New York
$6.07M 166,667 -147,810 -47%
US Bancorp
169
US Bancorp
Minnesota
$6.03M 165,714 +144,592 +685%
Grantham, Mayo, Van Otterloo & Co (GMO)
170
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$6.01M 165,215 -33,585 -17%
Public Sector Pension Investment Board (PSP Investments)
171
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6M 164,914 +17,000 +11%
Fifth Third Bancorp
172
Fifth Third Bancorp
Ohio
$5.89M 161,896 +7,242 +5%
ProShare Advisors
173
ProShare Advisors
Maryland
$5.88M 161,597 +49,339 +44%
EA
174
Euclid Advisors
Connecticut
$5.84M 160,461 -5,410 -3%
ACI
175
AMP Capital Investors
Australia
$5.79M 159,389 -83,699 -34%
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