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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 %
NI
201
Nepsis Inc
Minnesota
$5.06M 127,990 -2,837 -2%
EAM
202
Eagle Asset Management
Florida
$4.99M 126,291 +13,914 +12%
SI
203
Stephens Inc
Arkansas
$4.9M 124,005 +5,343 +5%
MSU
204
Mizuho Securities USA
New York
$4.86M 123,000 +123,000 New
USAA
205
United Services Automobile Association
Texas
$4.69M 118,675 +1,310 +1%
LBC
206
Lowe Brockenbrough & Co
Virginia
$4.64M 117,280 +28,310 +32%
ACI
207
AMP Capital Investors
Australia
$4.62M 115,563 -11,400 -9%
SEI Investments
208
SEI Investments
Pennsylvania
$4.58M 115,879 +115,879 New
PGFC
209
Peapack-Gladstone Financial Corp
New Jersey
$4.56M 115,353 +1,359 +1%
CMBA
210
C.M. Bidwell & Associates
Hawaii
$4.48M 113,310 -84,910 -43%
EVM
211
Eaton Vance Management
Massachusetts
$4.47M 113,055 -2,134,678 -95%
Two Sigma Advisers
212
Two Sigma Advisers
New York
$4.45M 112,506 +112,506 New
Grantham, Mayo, Van Otterloo & Co (GMO)
213
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.39M 111,100 -20,914 -16%
CPC
214
Cookson Peirce & Co
Pennsylvania
$4.34M 109,910 +9,240 +9%
AAM
215
Aberdeen Asset Management
United Kingdom
$4.3M 108,709 -47,916 -31%
BSPF
216
British Steel Pension Fund
United Kingdom
$4.26M 107,851 – –
IRF
217
IBM Retirement Fund
New York
$4.26M 107,844 +4,858 +5%
AW
218
ACG Wealth
Georgia
$4.25M 107,450 +107,450 New
Public Employees Retirement Association of Colorado
219
Public Employees Retirement Association of Colorado
Colorado
$4.23M 107,016 -5,872 -5%
BKBG
220
BHF Kleinwort Benson Group
Belgium
$4.04M 100,000 – –
FAF
221
Fjarde Ap-fonden
Sweden
$4.03M 101,918 -10,934 -10%
ARC
222
Absolute Return Capital
Massachusetts
$4.02M 101,650 -94,090 -48%
EIM
223
ExxonMobil Investment Management
Texas
$4.01M 101,572 -4,453 -4%
SFP
224
Santa Fe Partners
New Mexico
$3.98M 100,739 +33,312 +49%
CCMH
225
Cornerstone Capital Management Holdings
New York
$3.96M 100,086 +3,132 +3%
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