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Invesco
IVZ

Overview Fund Activity

513 hedge funds and large institutions have $10.4B invested in Invesco in 2016 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 182 increasing their positions, 212 reducing their positions, and 63 closing their positions.

Holders
513
Holders Change
-19
Holders Change %
-3.57%
% of All Funds
13.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
47
Increased
182
Reduced
212
Closed
63
Calls
$78.5M
Puts
$22M
Net Calls
+$56.6M
Net Calls Change
+$14.6M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.19B
2
AAMU
2
Amundi Asset Management US
Massachusetts
$66.3M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$46.2M
4
Capital International Investors
4
Capital International Investors
California
$390M
5
Morgan Stanley
5
Morgan Stanley
New York
$120M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$187M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$8.01M
3
WHG
3
Westwood Holdings Group
Texas
$0
4
Victory Capital Management
4
Victory Capital Management
Texas
$70.6M
5
Prudential Financial
5
Prudential Financial
New Jersey
$26.8M
Name Market Value Shares Shares
Change 		Shares
Change %
SW
201
SVB Wealth
Massachusetts
$2.88M 92,014 +11,424 +14%
PGFC
202
Peapack-Gladstone Financial Corp
New Jersey
$2.87M 91,807 -6,085 -6%
Public Sector Pension Investment Board (PSP Investments)
203
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.87M 91,685 +12,600 +16%
XK
204
Xact Kapitalforvaltning
Sweden
$2.85M 91,043 +91,043 New
FWIA
205
Fort Washington Investment Advisors
Ohio
$2.8M 89,382 +830 +0.9%
Jennison Associates
206
Jennison Associates
New York
$2.78M 88,813 -12,994 -13%
Public Employees Retirement Association of Colorado
207
Public Employees Retirement Association of Colorado
Colorado
$2.71M 86,621 -1,876 -2%
FCBT
208
First Citizens Bank & Trust
North Carolina
$2.6M 83,093 +83,093 New
BF
209
BOK Financial
Oklahoma
$2.59M 82,836 +16,350 +25%
ABC
210
Associated Banc-Corp
Wisconsin
$2.5M 79,965 +6,321 +9%
CCMH
211
Cornerstone Capital Management Holdings
New York
$2.43M 77,567 -13,280 -15%
BCM
212
BlueMar Capital Management
Florida
$2.42M 77,300 +77,300 New
DIA
213
Dean Investment Associates
Ohio
$2.41M 76,902 +1,573 +2%
WTB
214
Washington Trust Bank
Washington
$2.38M 76,073 +3,305 +5%
URS
215
Utah Retirement Systems
Utah
$2.35M 75,040 – –
TCT
216
TIAA CREF Trust
Missouri
$2.35M 75,065 +20,431 +37%
FIM
217
Foresters Investment Management
New York
$2.32M 74,100 – –
Envestnet Asset Management
218
Envestnet Asset Management
Illinois
$2.21M 70,604 -38,639 -35%
Mirae Asset Global Investments
219
Mirae Asset Global Investments
South Korea
$2.2M 70,332 +29,510 +72%
Nuveen Asset Management
220
Nuveen Asset Management
Illinois
$2.17M 69,467 +1,665 +2%
IA
221
Icon Advisers
Colorado
$2.06M 66,000 -93,200 -59%
SMM
222
Stadion Money Management
Georgia
$2.06M 65,766 -7,470 -10%
Marshall Wace
223
Marshall Wace
United Kingdom
$2.06M 65,745 -254,158 -79%
AF
224
Ally Financial
Michigan
$2.03M 65,000 – –
Mitsubishi UFJ Asset Management
225
Mitsubishi UFJ Asset Management
Japan
$2.01M 64,363 +2,113 +3%
7 8
9
10 11