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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
+$105M
2
American Century Companies
American Century Companies
Missouri
+$63.6M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$57.7M
4
Ameriprise
Ameriprise
Minnesota
+$54M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$47.6M

Top Sellers

1
AAMU
Amundi Asset Management US
Massachusetts
-$179M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$111M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$69.4M
4
HCM
Highfields Capital Management
Massachusetts
-$67M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$64.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
176
SVB Wealth
Massachusetts
$4.22M -$262K -8,170 -6%
USAA
177
United Services Automobile Association
Texas
$4.19M -$7.45M -232,839 -64%
LBC
178
Lowe Brockenbrough & Co
Virginia
$4.13M +$14.2K +445 +0.3%
Envestnet Asset Management
179
Envestnet Asset Management
Illinois
$4.1M -$60.2K -1,882 -1%
N
180
Natixis
France
$4.07M +$2.12M +66,971 +109%
FAF
181
Fjarde Ap-fonden
Sweden
$3.91M +$137K +4,266 +4%
EAM
182
EULAV Asset Management
Florida
$3.91M +$480K +15,000 +14%
APG Asset Management
183
APG Asset Management
Netherlands
$3.88M – – –
SOMRS
184
State of Michigan Retirement System
Michigan
$3.84M +$16K +500 +0.4%
MWNA
185
Marshall Wace North America
New York
$3.82M +$2.34M +73,126 +158%
Mariner
186
Mariner
Kansas
$3.77M +$1.27M +39,557 +51%
SCM
187
Stevens Capital Management
Pennsylvania
$3.62M -$4.97M -155,229 -58%
SWP
188
Stratos Wealth Partners
Ohio
$3.62M +$357K +11,160 +11%
IIM
189
Intact Investment Management
Quebec, Canada
$3.57M +$1.76M +54,900 +97%
PGFC
190
Peapack-Gladstone Financial Corp
New Jersey
$3.41M -$34.9K -1,090 -1%
CIBC Asset Management
191
CIBC Asset Management
Ontario, Canada
$3.41M +$575K +17,972 +20%
TPSF
192
Texas Permanent School Fund
Texas
$3.37M -$190K -5,931 -5%
FIM
193
Foresters Investment Management
New York
$3.33M – – –
CC
194
Cipher Capital
New York
$3.31M +$1.37M +42,717 +70%
Comerica Bank
195
Comerica Bank
Texas
$3.29M +$38.7K +1,239 +1%
Rafferty Asset Management
196
Rafferty Asset Management
New York
$3.28M +$473K +14,791 +17%
SDIC
197
South Dakota Investment Council
South Dakota
$3.23M – – –
LG
198
Leuthold Group
Minnesota
$3.18M -$473K -14,776 -13%
PAIM
199
Punch & Associates Investment Management
Minnesota
$3.18M -$49.7K -1,553 -2%
SWMG
200
Signature Wealth Management Group
Georgia
$3.13M +$62.5K +1,952 +2%
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