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Invesco
IVZ

Overview Fund Activity

541 hedge funds and large institutions have $10.1B invested in Invesco in 2017 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 211 increasing their positions, 197 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
-7
Holders Change %
-1.28%
% of All Funds
13.49%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
66
Increased
211
Reduced
197
Closed
64
Calls
$66.9M
Puts
$13.3M
Net Calls
+$53.6M
Net Calls Change
-$4.97M

Top Buyers

1
BlackRock
1
BlackRock
New York
$982M
2
KP
2
Kiltearn Partners
United Kingdom
$128M
3
Citadel Advisors
3
Citadel Advisors
Florida
$113M
4
American Century Companies
4
American Century Companies
Missouri
$276M
5
UBS Group
5
UBS Group
Switzerland
$570M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$204M
2
Victory Capital Management
2
Victory Capital Management
Texas
$4.28M
3
DCP
3
DSM Capital Partners
Florida
$736K
4
Invesco
4
Invesco
Georgia
$0
5
CS
5
Credit Suisse
Switzerland
$62M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
176
Comerica Bank
Texas
$3.55M -$270K -8,160 -7%
QT
177
Quantbot Technologies
New York
$3.42M +$2.82M +92,173 +474%
Toronto Dominion Bank
178
Toronto Dominion Bank
Ontario, Canada
$3.34M +$1.18M +38,496 +55%
ACI
179
AMP Capital Investors
Australia
$3.32M -$2.33M -75,808 -41%
SWP
180
Stratos Wealth Partners
Ohio
$3.29M +$38.6K +1,259 +1%
PGFC
181
Peapack-Gladstone Financial Corp
New Jersey
$3.26M +$288K +9,387 +10%
CCM
182
Cadence Capital Management
Massachusetts
$3.24M +$1.41M +46,090 +77%
VAM
183
Visionary Asset Management
Texas
$3.12M +$115K +3,744 +4%
AF
184
Ally Financial
Michigan
$3.06M +$613K +20,000 +25%
AAM
185
Aberdeen Asset Management
United Kingdom
$3.05M +$158K +5,143 +5%
APFBOT
186
Amica Pension Fund Board of Trustees
Rhode Island
$3.04M – – –
RJA
187
Raymond James & Associates
Florida
$3.03M -$6.36M -207,649 -68%
TCM
188
Twin Capital Management
Pennsylvania
$3.02M -$745K -24,336 -20%
SG Americas Securities
189
SG Americas Securities
New York
$2.95M +$719K +23,476 +32%
TCT
190
TIAA CREF Trust
Missouri
$2.85M +$348K +11,362 +14%
Public Sector Pension Investment Board (PSP Investments)
191
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.84M +$82.7K +2,700 +3%
HIMCH
192
Hartford Investment Management Co (HIMCO)
Connecticut
$2.8M +$2.8M +91,318 New
EIM
193
ExxonMobil Investment Management
Texas
$2.75M -$151K -4,945 -5%
US Bancorp
194
US Bancorp
Minnesota
$2.73M -$50.8K -1,659 -2%
CIBC Asset Management
195
CIBC Asset Management
Ontario, Canada
$2.71M +$211K +6,891 +8%
Russell Investments Group
196
Russell Investments Group
United Kingdom
$2.7M +$267K +8,722 +11%
FA
197
FDx Advisors
Illinois
$2.68M -$420K -13,716 -14%
XK
198
Xact Kapitalforvaltning
Sweden
$2.68M +$86.3K +2,819 +3%
FWIA
199
Fort Washington Investment Advisors
Ohio
$2.65M -$107K -3,488 -4%
FIM
200
Foresters Investment Management
New York
$2.63M – – –
6 7
8
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