IVZ icon

Invesco
IVZ

Overview Fund Activity

473 hedge funds and large institutions have $14.1B invested in Invesco in 2014 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 172 increasing their positions, 184 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
-1
Holders Change %
-0.21%
% of All Funds
13.67%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
51
Increased
172
Reduced
184
Closed
46
Calls
$33.3M
Puts
$9.03M
Net Calls
+$24.3M
Net Calls Change
+$15.1M

Top Buyers

1
U
UBS
Switzerland
$225M
2
TCM
TimesSquare Capital Management
New York
$85.4M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$279M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$922M
5
EVM
Eaton Vance Management
Massachusetts
$157M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$923M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.29B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$143M
4
Ameriprise
Ameriprise
Minnesota
$111M
5
PIM
Perkins Investment Management
Illinois
$2.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
151
Seawolf Capital
New York
$7.87M -$1.52M -41,197 -16%
FLII
152
First Long Island Investors
New York
$7.85M +$7.85M +212,190 New
GF
153
Gabelli Funds
New York
$7.77M – – –
BNP Paribas Financial Markets
154
BNP Paribas Financial Markets
France
$7.64M -$954K -27,096 -11%
Credit Agricole
155
Credit Agricole
France
$7.57M +$4.68M +126,397 +162%
SM
156
Selkirk Management
New Jersey
$7.53M +$2.32M +62,800 +45%
SCA
157
SAC Capital Advisors
Connecticut
$7.46M +$4.94M +133,573 +197%
WI
158
WBI Investments
New Jersey
$7.44M +$764K +20,658 +11%
AT
159
Arvest Trust
Oklahoma
$7.19M -$81.6K -2,318 -1%
ANI
160
American National Insurance
Texas
$7.14M – – –
MTB
161
Mizuho Trust & Banking
Japan
$7.11M -$247K -6,665 -3%
TPSF
162
Texas Permanent School Fund
Texas
$7.03M -$561K -15,175 -7%
BCMU
163
BlueCrest Capital Management (UK)
Guernsey
$7.02M +$7.02M +189,651 New
CFB
164
Cullen/Frost Bankers
Texas
$6.91M +$266K +7,191 +4%
Natixis Advisors
165
Natixis Advisors
Massachusetts
$6.86M +$2.68M +72,505 +64%
FIM
166
Foresters Investment Management
New York
$6.85M – – –
Aviva
167
Aviva
United Kingdom
$6.62M +$123K +3,320 +2%
First Trust Advisors
168
First Trust Advisors
Illinois
$6.56M +$2.72M +73,416 +71%
SOMRS
169
State of Michigan Retirement System
Michigan
$6.54M -$126K -3,400 -2%
ASRS
170
Arizona State Retirement System
Arizona
$6.52M -$585K -15,800 -8%
ACI
171
AMP Capital Investors
Australia
$6.34M +$532K +14,599 +9%
FCAM
172
F&C Asset Management
United Kingdom
$6.31M -$625K -16,880 -9%
AIG
173
American International Group
New York
$6.28M -$32.6K -880 -0.5%
ProShare Advisors
174
ProShare Advisors
Maryland
$6.24M +$264K +7,135 +4%
SBH
175
Segall Bryant & Hamill
Illinois
$6.22M +$7.99K +216 +0.1%
5 6
7
8 9