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Invesco
IVZ

Overview Fund Activity

512 hedge funds and large institutions have $5.2B invested in Invesco in 2019 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 190 increasing their positions, 201 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
-17
Holders Change %
-3.21%
% of All Funds
11.25%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
58
Increased
190
Reduced
201
Closed
71
Calls
$72.8M
Puts
$34.5M
Net Calls
+$38.3M
Net Calls Change
-$85.6M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$114M
2
Citadel Advisors
Citadel Advisors
Florida
$57.7M
3
BA
Bridgewater Associates
Connecticut
$25.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$189M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$127M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$30M
2
CCM
Crabel Capital Management
California
$0
3
HCM
Hamlin Capital Management
New York
$0
4
Vanguard Group
Vanguard Group
Pennsylvania
$728M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$8.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
URS
201
Utah Retirement Systems
Utah
$1.27M -$3.39K -200 -0.3%
Public Sector Pension Investment Board (PSP Investments)
202
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.27M +$382K +22,520 +43%
NFG
203
Next Financial Group
Texas
$1.25M -$246K -14,549 -16%
ACM
204
AlphaCrest Capital Management
New York
$1.25M +$833K +49,189 +198%
MCM
205
Mork Capital Management
California
$1.24M – – –
WBC
206
Westpac Banking Corp
Australia
$1.23M +$1.23M +72,749 New
ASRS
207
Arizona State Retirement System
Arizona
$1.22M -$72.1K -4,255 -6%
TPSF
208
Texas Permanent School Fund
Texas
$1.22M -$93.1K -5,495 -7%
DLHL
209
Donald L. Hagan LLC
Florida
$1.19M +$10.6K +678 +0.9%
AIA
210
AGF Investments America
Ontario, Canada
$1.19M +$23K +1,361 +2%
GH
211
GAM Holding
Switzerland
$1.16M -$6.67K -394 -0.6%
SOADOR
212
State of Alaska Department of Revenue
Alaska
$1.16M -$220K -12,980 -16%
AG
213
Advisor Group
Arizona
$1.15M -$419K -24,723 -27%
Truist Financial
214
Truist Financial
North Carolina
$1.14M +$1.22K +72 +0.1%
MML Investors Services
215
MML Investors Services
Massachusetts
$1.13M -$224K -13,250 -17%
GIA
216
Gargoyle Investment Advisor
New Jersey
$1.13M – – –
AI
217
Atria Investments
North Carolina
$1.11M +$10.3K +610 +0.9%
PCM
218
Poehling Capital Management
Wisconsin
$1.08M -$32.5K -1,920 -3%
BAM
219
Blueshift Asset Management
New Jersey
$1.06M +$700K +41,348 +197%
Canada Pension Plan Investment Board
220
Canada Pension Plan Investment Board
Ontario, Canada
$1.06M -$9.37M -553,099 -90%
PAM
221
Premier Asset Management
Illinois
$1.05M +$128K +7,535 +14%
Mitsubishi UFJ Asset Management
222
Mitsubishi UFJ Asset Management
Japan
$1.05M +$22.7K +1,343 +2%
BCM
223
Brookstone Capital Management
Illinois
$1.04M -$783K -46,202 -43%
PT
224
Plimoth Trust
Massachusetts
$1.03M -$274K -16,185 -21%
SFM
225
Soros Fund Management
New York
$1.03M – – –
7 8
9
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