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Invesco
IVZ

Overview Fund Activity

587 hedge funds and large institutions have $10.6B invested in Invesco in 2018 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 245 increasing their positions, 205 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
587
Holders Change
-26
Holders Change %
-4.24%
% of All Funds
13.47%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
64
Increased
245
Reduced
205
Closed
83
Calls
$49.3M
Puts
$27.3M
Net Calls
+$22.1M
Net Calls Change
+$2.24M

Top Buyers

1
BlackRock
BlackRock
New York
$1.1B
2
American Century Companies
American Century Companies
Missouri
$373M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$58.7M
4
Ameriprise
Ameriprise
Minnesota
$157M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$78.2M

Top Sellers

1
AAMU
Amundi Asset Management US
Massachusetts
$58.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$103M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$25.1M
4
HCM
Highfields Capital Management
Massachusetts
$116M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$64.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TD Asset Management
151
TD Asset Management
Ontario, Canada
$5.73M +$1.75M +54,794 +44%
Russell Investments Group
152
Russell Investments Group
United Kingdom
$5.63M +$166K +5,204 +3%
AG
153
Aperio Group
California
$5.62M -$144K -4,514 -3%
Grantham, Mayo, Van Otterloo & Co (GMO)
154
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$5.62M – – –
MME
155
Meag Munich Ergo
Germany
$5.56M +$3.01M +96,095 +118%
GF
156
Gabelli Funds
New York
$5.44M -$640K -20,000 -11%
PG
157
Pendal Group
Australia
$5.43M +$5.43M +169,624 New
SGCA
158
Steel Grove Capital Advisors
Tennessee
$5.41M +$5.41M +169,083 New
CA
159
Cullinan Associates
Kentucky
$5.4M +$243K +7,600 +5%
VRS
160
Virginia Retirement Systems
Virginia
$5.32M -$1.21M -37,900 -19%
AIG
161
American International Group
New York
$5.27M +$9.25K +289 +0.2%
ASRS
162
Arizona State Retirement System
Arizona
$5.19M -$96K -3,000 -2%
SEI Investments
163
SEI Investments
Pennsylvania
$5.14M -$1.31M -40,813 -20%
SB
164
Suntrust Banks
Georgia
$5.14M +$986K +30,815 +24%
BCM
165
Brookstone Capital Management
Illinois
$5.09M +$244K +7,623 +5%
Janney Montgomery Scott
166
Janney Montgomery Scott
Pennsylvania
$5.07M -$36.6K -1,143 -0.7%
WB
167
WesBanco Bank
West Virginia
$4.94M -$72.5K -2,265 -1%
HCMT
168
Highland Capital Management (Tennessee)
Tennessee
$4.85M +$149K +4,646 +3%
MPM
169
Meritage Portfolio Management
Kansas
$4.64M +$1.37M +42,825 +42%
PP
170
Pegasus Partners
Wisconsin
$4.63M -$1.47M -45,960 -24%
RJA
171
Raymond James & Associates
Florida
$4.51M +$1.57M +48,914 +53%
ABC
172
Associated Banc-Corp
Wisconsin
$4.46M +$272K +8,511 +7%
CBT
173
Capital Bank & Trust
California
$4.39M +$627K +19,594 +17%
DGHMC
174
Dalton, Greiner, Hartman, Maher & Co
New York
$4.36M -$13.8M -430,237 -76%
TAM
175
Tealwood Asset Management
Minnesota
$4.33M -$9.48K -296 -0.2%
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