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Invesco
IVZ

Overview Fund Activity

560 hedge funds and large institutions have $16.8B invested in Invesco in 2014 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 200 increasing their positions, 209 reducing their positions, and 26 closing their positions.

Holders
560
Holders Change
+48
Holders Change %
+9.38%
% of All Funds
14.95%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.29%
New
83
Increased
200
Reduced
209
Closed
26
Calls
$34.6M
Puts
$13.6M
Net Calls
+$21M
Net Calls Change
-$10.3M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$390M
2
Victory Capital Management
2
Victory Capital Management
Texas
$198M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.12B
4
Millennium Management
4
Millennium Management
New York
$116M
5
Citadel Advisors
5
Citadel Advisors
Florida
$203M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$750M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$794M
3
EVM
3
Eaton Vance Management
Massachusetts
$4.47M
4
American Century Companies
4
American Century Companies
Missouri
$177M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$122M
Name Market Value Shares Shares
Change 		Shares
Change %
SOMRS
176
State of Michigan Retirement System
Michigan
$7.01M 177,443 +100 +0.1%
Capital Fund Management (CFM)
177
Capital Fund Management (CFM)
France
$6.72M 169,962 +169,962 New
MTB
178
Mizuho Trust & Banking
Japan
$6.63M 167,767 -12,910 -7%
ProShare Advisors
179
ProShare Advisors
Maryland
$6.59M 166,837 +13,868 +9%
BF
180
BOK Financial
Oklahoma
$6.52M 165,062 +101,301 +159%
TPSF
181
Texas Permanent School Fund
Texas
$6.47M 163,825 -4,220 -3%
TSU
182
TD Securities (USA)
New York
$6.47M 163,600 +12,254 +8%
AAF
183
Andra AP-fonden
Sweden
$6.43M 162,700 +40,400 +33%
SG Americas Securities
184
SG Americas Securities
New York
$6.41M 162,179 +92,826 +134%
JHIU
185
Janus Henderson Investors US
Colorado
$6.39M 161,734 +134,734 +499%
PA
186
Pinnacle Associates
New York
$6M 151,825 +39,846 +36%
CAM
187
Cidel Asset Management
Ontario, Canada
$5.89M 154,594 +154,594 New
AG
188
Aperio Group
California
$5.85M 148,063 +6,502 +5%
KeyBank National Association
189
KeyBank National Association
Ohio
$5.81M 146,915 +18,540 +14%
Nisa Investment Advisors
190
Nisa Investment Advisors
Missouri
$5.8M 146,626 -4,600 -3%
BACM
191
Blue Arrow Capital Management
New York
$5.79M 146,430 +146,430 New
SAM
192
Sentinel Asset Management
Vermont
$5.79M 146,380 -9,270 -6%
Public Sector Pension Investment Board (PSP Investments)
193
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.76M 145,649 -13,800 -9%
Asset Management One
194
Asset Management One
Japan
$5.67M 141,642 -67,336 -32%
SBH
195
Segall Bryant & Hamill
Illinois
$5.5M 139,266 +241 +0.2%
Carson Wealth (CWM LLC)
196
Carson Wealth (CWM LLC)
Nebraska
$5.39M 136,400 +20,300 +17%
AQR Capital Management
197
AQR Capital Management
Connecticut
$5.33M 134,889 +134,889 New
MSA
198
Mason Street Advisors
Wisconsin
$5.25M 132,706 +15,610 +13%
Credit Agricole
199
Credit Agricole
France
$5.22M 138,362 -60,054 -30%
IGIM
200
I.G. Investment Management
Manitoba, Canada
$5.11M 129,262 +14,592 +13%
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