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Invesco
IVZ

Overview Fund Activity

512 hedge funds and large institutions have $14.4B invested in Invesco in 2014 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 204 increasing their positions, 178 reducing their positions, and 27 closing their positions.

Holders
512
Holders Change
+25
Holders Change %
+5.13%
% of All Funds
14.87%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.44%
New
59
Increased
204
Reduced
178
Closed
27
Calls
$44.8M
Puts
$13.5M
Net Calls
+$31.3M
Net Calls Change
-$5.34M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$978M
2
U
2
UBS
Switzerland
$344M
3
Ameriprise
3
Ameriprise
Minnesota
$216M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$132M
5
TCIM
5
TIAA CREF Investment Management
New York
$141M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.15B
2
Citadel Advisors
2
Citadel Advisors
Florida
$115M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$148M
4
EVM
4
Eaton Vance Management
Massachusetts
$88.7M
5
Norges Bank
5
Norges Bank
Norway
$53.4M
Name Market Value Shares Shares
Change 		Shares
Change %
KCM
151
Kennedy Capital Management
Missouri
$8.72M 220,750 +3,371 +2%
SO
152
STRS Ohio
Ohio
$8.71M 220,585 – –
CL
153
Croft-Leominster
Maryland
$8.66M 219,288 -3,437 -2%
SM
154
Selkirk Management
New Jersey
$8.54M 216,409 – –
Nuveen Asset Management
155
Nuveen Asset Management
Illinois
$8.4M 212,657 +3,193 +2%
Asset Management One
156
Asset Management One
Japan
$8.26M 208,978 +57,465 +38%
GF
157
Gabelli Funds
New York
$8.09M 205,000 -5,000 -2%
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$7.93M 200,950 +25,146 +14%
SGAM
159
Smith Group Asset Management
Texas
$7.86M 198,960 +198,960 New
BOTW
160
Bank of the West
California
$7.85M 198,862 +7,689 +4%
Credit Agricole
161
Credit Agricole
France
$7.83M 198,416 -7,337 -4%
CMBA
162
C.M. Bidwell & Associates
Hawaii
$7.83M 198,220 +198,220 New
ARC
163
Absolute Return Capital
Massachusetts
$7.73M 195,740 +12,403 +7%
ANI
164
American National Insurance
Texas
$7.62M 192,950 – –
EA
165
Euclid Advisors
Connecticut
$7.45M 188,801 +19,130 +11%
MWAC
166
Mariner Wealth Advisors (Cincinnati)
Ohio
$7.32M 185,495 +185,495 New
AIG
167
American International Group
New York
$7.31M 185,165 +3,349 +2%
FIM
168
Foresters Investment Management
New York
$7.29M 184,600 – –
MTB
169
Mizuho Trust & Banking
Japan
$7.16M 180,677 +814 +0.5%
MCM
170
Maltese Capital Management
New York
$7.12M 180,400 -19,000 -10%
DekaBank Deutsche Girozentrale
171
DekaBank Deutsche Girozentrale
Germany
$7.11M 178,948 +160,708 +881%
Aviva
172
Aviva
United Kingdom
$7.07M 179,179 +1,550 +0.9%
SOMRS
173
State of Michigan Retirement System
Michigan
$7M 177,343 +100 +0.1%
ASRS
174
Arizona State Retirement System
Arizona
$6.95M 175,989 -5,500 -3%
CFB
175
Cullen/Frost Bankers
Texas
$6.93M 175,384 -10,478 -6%
5 6
7
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