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Invesco
IVZ

Overview Fund Activity

613 hedge funds and large institutions have $12.3B invested in Invesco in 2017 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 236 increasing their positions, 202 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
+68
Holders Change %
+12.48%
% of All Funds
13.92%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
106
Increased
236
Reduced
202
Closed
35
Calls
$47.3M
Puts
$27.5M
Net Calls
+$19.8M
Net Calls Change
-$7.65M

Top Buyers

1
AAMU
1
Amundi Asset Management US
Massachusetts
$271M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$244M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$107M
4
Deutsche Bank
4
Deutsche Bank
Germany
$95M
5
Prudential Financial
5
Prudential Financial
New Jersey
$102M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$34.9M
2
SSM
2
Sound Shore Management
Connecticut
$0
3
HCM
3
Highfields Capital Management
Massachusetts
$210M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$6.31M
5
Ameriprise
5
Ameriprise
Minnesota
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWMG
201
Signature Wealth Management Group
Georgia
$3.5M +$3.5M +95,880 New
XK
202
Xact Kapitalforvaltning
Sweden
$3.49M +$258K +7,070 +8%
RJA
203
Raymond James & Associates
Florida
$3.37M +$830K +22,720 +33%
Cerity Partners
204
Cerity Partners
New York
$3.29M +$290K +7,924 +10%
Public Sector Pension Investment Board (PSP Investments)
205
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.25M +$2.48M +68,000 +324%
CIBC Asset Management
206
CIBC Asset Management
Ontario, Canada
$3.23M -$13.9K -380 -0.4%
Rafferty Asset Management
207
Rafferty Asset Management
New York
$3.21M +$754K +20,628 +31%
WI
208
WBI Investments
New Jersey
$3.21M +$2.73M +74,832 +580%
HIMCH
209
Hartford Investment Management Co (HIMCO)
Connecticut
$3.19M -$10.8K -295 -0.3%
AI
210
Atria Investments
North Carolina
$3.11M -$62.8K -1,719 -2%
VAM
211
Visionary Asset Management
Texas
$3.04M -$14.4K -393 -0.5%
FWIA
212
Fort Washington Investment Advisors
Ohio
$3.03M -$122K -3,343 -4%
CWM
213
CIBC World Markets
New York
$3.01M +$843K +23,067 +39%
MME
214
Meag Munich Ergo
Germany
$3M +$3M +81,229 New
NAM
215
Nissay Asset Management
Japan
$2.99M +$2.99M +81,769 New
Public Employees Retirement Association of Colorado
216
Public Employees Retirement Association of Colorado
Colorado
$2.9M +$93.5K +2,559 +3%
B
217
Barings
North Carolina
$2.89M +$935K +25,600 +48%
Mariner
218
Mariner
Kansas
$2.86M +$690K +18,882 +32%
SIA
219
Sit Investment Associates
Minnesota
$2.8M +$47.3K +1,295 +2%
CCMH
220
Cornerstone Capital Management Holdings
New York
$2.8M -$114K -3,127 -4%
URS
221
Utah Retirement Systems
Utah
$2.73M +$36.5K +1,000 +1%
RE
222
RBC Europe
United Kingdom
$2.7M -$139K -3,815 -5%
Squarepoint
223
Squarepoint
New York
$2.69M +$345K +9,439 +15%
TCM
224
Twin Capital Management
Pennsylvania
$2.65M -$9.5K -260 -0.4%
Franklin Resources
225
Franklin Resources
California
$2.6M – – –
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