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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 Market Value Shares Shares
Change 		Shares
Change %
NI
201
Nepsis Inc
Minnesota
$4.21M 115,685 +115,685 New
EIM
202
ExxonMobil Investment Management
Texas
$4.2M 115,390 -2,337 -2%
VAM
203
Visium Asset Management
New York
$4.18M 114,830 +12,272 +12%
SI
204
Stephens Inc
Arkansas
$4.18M 114,719 -2,413 -2%
Natixis Advisors
205
Natixis Advisors
Massachusetts
$4.11M 112,819 +94,743 +524%
FCT
206
Family Capital Trust
Massachusetts
$4.1M 112,599 -925 -0.8%
PA
207
Pinnacle Associates
New York
$4.06M 111,474 -297 -0.3%
CCMH
208
Cornerstone Capital Management Holdings
New York
$3.97M 109,124 -854 -0.8%
IG
209
ING Group
Netherlands
$3.93M 107,876 -43,440 -29%
ARTA
210
A.R.T. Advisors
New York
$3.86M 105,946 +94,910 +860%
FQ
211
First Quadrant
California
$3.85M 105,889 – –
ST
212
Stifel Trust
Missouri
$3.85M 105,779 -1,683 -2%
First Trust Advisors
213
First Trust Advisors
Illinois
$3.79M 104,002 +602 +0.6%
PGFC
214
Peapack-Gladstone Financial Corp
New Jersey
$3.78M 103,895 +6,840 +7%
PI
215
Placemark Investments
Illinois
$3.76M 103,287 -3,485 -3%
PAIM
216
Punch & Associates Investment Management
Minnesota
$3.68M 101,059 -2,208 -2%
Brown Advisory
217
Brown Advisory
Maryland
$3.55M 97,615 +97,615 New
1IC
218
1919 Investment Counsel
Maryland
$3.48M 95,456 +12,775 +15%
FTC
219
Farmers Trust Company
Ohio
$3.44M 94,539 +14,323 +18%
Macquarie Group
220
Macquarie Group
Australia
$3.44M 94,377 -33,464 -26%
OTPPB
221
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.22M 88,520 -17,832 -17%
Axa
222
Axa
France
$3.11M 85,459 -1,757 -2%
COPPSERS
223
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.08M 84,608 -5,828 -6%
SFP
224
Santa Fe Partners
New Mexico
$3.04M 83,455 +1,651 +2%
CD
225
Carl Domino
Florida
$2.95M 81,040 -6,853 -8%
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