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Invesco
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Overview Fund Activity

487 hedge funds and large institutions have $14.2B invested in Invesco in 2014 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 174 increasing their positions, 186 reducing their positions, and 34 closing their positions.

Holders
487
Holders Change
+14
Holders Change %
+2.96%
% of All Funds
14.01%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.29%
New
52
Increased
174
Reduced
186
Closed
34
Calls
$47M
Puts
$10.4M
Net Calls
+$36.6M
Net Calls Change
+$12.3M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$202M
2
WHG
2
Westwood Holdings Group
Texas
$115M
3
VFA
3
Virtus Fund Advisers
Connecticut
$85.9M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.37B
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$73.7M

Top Sellers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$53.6M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$855M
3
SB
3
Suntrust Banks
Georgia
$26.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$866M
5
SFM
5
Systematic Financial Management
New Jersey
$109M
Name Market Value Shares Shares
Change 		Shares
Change %
Nisa Investment Advisors
176
Nisa Investment Advisors
Missouri
$5.71M 151,226 +170 +0.1%
SBH
177
Segall Bryant & Hamill
Illinois
$5.64M 149,281 -18,803 -11%
ZIM
178
Zacks Investment Management
Illinois
$5.59M 147,663 -330,388 -69%
RCM
179
Riverhead Capital Management
Delaware
$5.48M 145,025 +66,445 +85%
SG Americas Securities
180
SG Americas Securities
New York
$5.42M 143,669 +13,635 +10%
BNP Paribas Financial Markets
181
BNP Paribas Financial Markets
France
$5.19M 137,364 -79,704 -37%
OI
182
Oakbrook Investments
Illinois
$5.15M 136,473 +2,150 +2%
AG
183
Aperio Group
California
$5.13M 135,951 +12,883 +10%
RA
184
Royce & Associates
New York
$5.09M 134,800 – –
SAM
185
Sentinel Asset Management
Vermont
$5.09M 134,700 – –
WTB
186
Washington Trust Bank
Washington
$5.07M 134,285 -2,143 -2%
NI
187
Nepsis Inc
Minnesota
$5.07M 132,106 -2,380 -2%
IGIM
188
I.G. Investment Management
Manitoba, Canada
$4.95M 131,055 +45,243 +53%
STC
189
SEI Trust Company
Pennsylvania
$4.94M 130,937 +76,893 +142%
SCM
190
Stevens Capital Management
Pennsylvania
$4.91M 130,075 +130,075 New
Citigroup
191
Citigroup
New York
$4.9M 129,901 -435 -0.3%
KAM
192
Keeley Asset Management
Illinois
$4.78M 126,740 +3,340 +3%
FAF
193
Fjarde Ap-fonden
Sweden
$4.57M 121,112 -6,046 -5%
ECM
194
Ensemble Capital Management
California
$4.53M 120,025 -12,150 -9%
USAA
195
United Services Automobile Association
Texas
$4.43M 117,365 – –
Grantham, Mayo, Van Otterloo & Co (GMO)
196
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.41M 116,729 -28,886 -20%
SI
197
Stephens Inc
Arkansas
$4.4M 116,560 -1,739 -1%
Public Employees Retirement Association of Colorado
198
Public Employees Retirement Association of Colorado
Colorado
$4.37M 115,757 -14,186 -11%
EAM
199
Eagle Asset Management
Florida
$4.35M 115,254 -1,795 -2%
BSPF
200
British Steel Pension Fund
United Kingdom
$4.34M 114,944 – –
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