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Invesco
IVZ

Overview Fund Activity

541 hedge funds and large institutions have $10.1B invested in Invesco in 2017 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 211 increasing their positions, 197 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
-7
Holders Change %
-1.28%
% of All Funds
13.49%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
66
Increased
211
Reduced
197
Closed
64
Calls
$66.9M
Puts
$13.3M
Net Calls
+$53.6M
Net Calls Change
-$4.97M

Top Buyers

1
BlackRock
1
BlackRock
New York
$982M
2
KP
2
Kiltearn Partners
United Kingdom
$128M
3
Citadel Advisors
3
Citadel Advisors
Florida
$113M
4
American Century Companies
4
American Century Companies
Missouri
$276M
5
UBS Group
5
UBS Group
Switzerland
$570M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$204M
2
Victory Capital Management
2
Victory Capital Management
Texas
$4.28M
3
DCP
3
DSM Capital Partners
Florida
$736K
4
Invesco
4
Invesco
Georgia
$0
5
CS
5
Credit Suisse
Switzerland
$62M
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
201
Zurich Cantonal Bank
Switzerland
$2.63M +$65.1K +2,125 +3%
AI
202
Atria Investments
North Carolina
$2.58M +$568K +18,550 +28%
DIA
203
Dean Investment Associates
Ohio
$2.55M +$100K +3,277 +4%
Janney Montgomery Scott
204
Janney Montgomery Scott
Pennsylvania
$2.54M +$1.29M +42,128 +104%
ABC
205
Associated Banc-Corp
Wisconsin
$2.49M -$15.3K -501 -0.6%
FAF
206
Fjarde Ap-fonden
Sweden
$2.49M -$149K -4,857 -6%
Franklin Resources
207
Franklin Resources
California
$2.48M – – –
WTB
208
Washington Trust Bank
Washington
$2.48M +$114K +3,717 +5%
WG
209
Winton Group
United Kingdom
$2.46M +$656K +21,424 +36%
Public Employees Retirement Association of Colorado
210
Public Employees Retirement Association of Colorado
Colorado
$2.43M -$64.2K -2,096 -3%
SMM
211
Stadion Money Management
Georgia
$2.41M +$169K +5,517 +8%
Caisse de Depot et Placement du Quebec (CDPQ)
212
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.31M -$3.07K -100 -0.1%
URS
213
Utah Retirement Systems
Utah
$2.3M +$3.06K +100 +0.1%
Rafferty Asset Management
214
Rafferty Asset Management
New York
$2.29M +$1.65M +53,924 +260%
SIA
215
Sit Investment Associates
Minnesota
$2.28M -$15.5M -505,175 -87%
CCMH
216
Cornerstone Capital Management Holdings
New York
$2.16M -$33.2K -1,083 -2%
Schroder Investment Management Group
217
Schroder Investment Management Group
United Kingdom
$2.04M +$287K +9,339 +16%
IA
218
Icon Advisers
Colorado
$2.02M – – –
PP
219
Paloma Partners
Connecticut
$2.02M -$420K -13,728 -17%
Mitsubishi UFJ Asset Management
220
Mitsubishi UFJ Asset Management
Japan
$2.01M +$68.8K +2,248 +4%
OAM
221
Oppenheimer Asset Management
New York
$2M +$2M +65,162 New
Balyasny Asset Management
222
Balyasny Asset Management
Illinois
$1.99M +$1.12M +36,468 +129%
TI
223
Trexquant Investment
Connecticut
$1.94M +$597K +19,500 +44%
OAM
224
Oxford Asset Management
United Kingdom
$1.92M +$1.92M +62,545 New
HW
225
Hancock Whitney
Mississippi
$1.89M -$1.46M -47,735 -44%
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9
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