IVZ icon

Invesco
IVZ

Overview Fund Activity

473 hedge funds and large institutions have $14.1B invested in Invesco in 2014 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 172 increasing their positions, 184 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
-1
Holders Change %
-0.21%
% of All Funds
13.67%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
51
Increased
172
Reduced
184
Closed
46
Calls
$33.3M
Puts
$9.03M
Net Calls
+$24.3M
Net Calls Change
+$15.1M

Top Buyers

1
U
UBS
Switzerland
+$198M
2
TCM
TimesSquare Capital Management
New York
+$85.4M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$71.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$42M
5
EVM
Eaton Vance Management
Massachusetts
+$36.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$183M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$121M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$101M
4
Ameriprise
Ameriprise
Minnesota
-$88M
5
PIM
Perkins Investment Management
Illinois
-$56.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
201
Pinnacle Associates
New York
$4.25M +$121K +3,281 +3%
IRF
202
IBM Retirement Fund
New York
$4.23M -$2.33M -62,987 -35%
EIM
203
ExxonMobil Investment Management
Texas
$4.2M -$72.2K -1,951 -2%
LBG
204
Lloyds Banking Group
United Kingdom
$4.17M -$238K -6,422 -5%
FP
205
Foundry Partners
Minnesota
$4.16M -$177K -4,784 -4%
PGFC
206
Peapack-Gladstone Financial Corp
New Jersey
$3.99M +$147K +3,970 +4%
CCM
207
Cadence Capital Management
Massachusetts
$3.97M -$717K -19,374 -15%
FQ
208
First Quadrant
California
$3.92M – – –
DCM
209
Decade Capital Management
New York
$3.87M +$1.12M +30,137 +41%
ST
210
Stifel Trust
Missouri
$3.83M -$88.1K -2,380 -2%
Two Sigma Investments
211
Two Sigma Investments
New York
$3.82M -$16.9M -455,794 -82%
PAIM
212
Punch & Associates Investment Management
Minnesota
$3.71M -$29.2K -790 -0.8%
PI
213
Placemark Investments
Illinois
$3.7M -$120K -3,242 -3%
CCMH
214
Cornerstone Capital Management Holdings
New York
$3.64M -$398K -10,762 -10%
1IC
215
1919 Investment Counsel
Maryland
$3.63M +$99K +2,675 +3%
FTC
216
Farmers Trust Company
Ohio
$3.58M +$80.1K +2,165 +2%
KeyBank National Association
217
KeyBank National Association
Ohio
$3.57M +$839K +22,679 +31%
IG
218
ING Group
Netherlands
$3.39M -$597K -16,147 -15%
SC
219
Scholtz & Company
Connecticut
$3.33M +$3.33M +90,075 New
Nomura Holdings
220
Nomura Holdings
Japan
$3.31M +$2.12M +57,419 +180%
CM
221
Churchill Management
California
$3.18M +$2.62M +70,904 +471%
IGIM
222
I.G. Investment Management
Manitoba, Canada
$3.18M -$10.7M -288,590 -77%
COPPSERS
223
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.07M -$59.9K -1,620 -2%
CD
224
Carl Domino
Florida
$3.06M +$63.6K +1,720 +2%
JHIU
225
Janus Henderson Investors US
Colorado
$2.98M -$11.5M -311,100 -79%
7 8
9
10 11