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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 Holding Trade Value Shares
Change 		Shares
Change %
Nisa Investment Advisors
176
Nisa Investment Advisors
Missouri
$5.76M +$215K +5,900 +4%
TSU
177
TD Securities (USA)
New York
$5.69M +$174K +4,781 +3%
BOTW
178
Bank of the West
California
$5.61M +$715K +19,651 +15%
Asset Management One
179
Asset Management One
Japan
$5.52M -$428K -11,764 -7%
OI
180
Oakbrook Investments
Illinois
$5.48M -$531K -14,600 -9%
BCM
181
BlueMar Capital Management
Florida
$5.39M +$5.39M +148,100 New
FTB
182
First Trust Bank
Bahamas
$5.31M – – –
CII
183
CR Intrinsic Investors
Connecticut
$5.28M +$546K +15,000 +12%
KAM
184
Keeley Asset Management
Illinois
$5.21M -$79.4K -2,180 -2%
SM
185
Selkirk Management
New Jersey
$5.12M – – –
ECM
186
Ensemble Capital Management
California
$5.1M -$888K -24,400 -15%
CA
187
Commerzbank Aktiengesellschaft
Germany
$5.08M +$255K +7,659 +5%
Public Employees Retirement Association of Colorado
188
Public Employees Retirement Association of Colorado
Colorado
$4.73M +$9.25K +254 +0.2%
SAM
189
Sentinel Asset Management
Vermont
$4.62M -$45.1K -1,240 -1%
CCM
190
Cadence Capital Management
Massachusetts
$4.61M -$319K -8,762 -6%
RA
191
Royce & Associates
New York
$4.58M -$724K -19,900 -14%
Susquehanna International Group
192
Susquehanna International Group
Pennsylvania
$4.51M -$3.77M -103,489 -46%
BSPF
193
British Steel Pension Fund
United Kingdom
$4.48M -$289K -7,933 -6%
FAF
194
Fjarde Ap-fonden
Sweden
$4.46M -$313K -8,604 -7%
EAM
195
Eagle Asset Management
Florida
$4.44M -$216K -5,923 -5%
Millennium Management
196
Millennium Management
New York
$4.44M -$28.4M -779,861 -86%
AG
197
Aperio Group
California
$4.37M -$3.29M -103,227 Closed
LBG
198
Lloyds Banking Group
United Kingdom
$4.34M +$673K +18,497 +18%
FP
199
Foundry Partners
Minnesota
$4.27M +$4.27M +117,329 New
USAA
200
United Services Automobile Association
Texas
$4.26M -$55K -1,511 -1%
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