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Invesco
IVZ

Overview Fund Activity

499 hedge funds and large institutions have $2.81B invested in Invesco in 2020 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 195 increasing their positions, 170 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
-18
Holders Change %
-3.48%
% of All Funds
11.02%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
72
Increased
195
Reduced
170
Closed
87
Calls
$33.8M
Puts
$22.6M
Net Calls
+$11.3M
Net Calls Change
-$34.2M

Top Buyers

1
PP
Prudential plc
United Kingdom
+$43.9M
2
CIM
Contrarius Investment Management
Jersey
+$27.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$27.7M
4
CAG
Csenge Advisory Group
Florida
+$24.3M
5
Bank of America
Bank of America
North Carolina
+$11.5M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$35.3M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$33M
3
RP
Reinhart Partners
Wisconsin
-$28.8M
4
Citadel Advisors
Citadel Advisors
Florida
-$19.5M
5
KP
Kiltearn Partners
United Kingdom
-$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
201
Mork Capital Management
California
$666K – – –
URS
202
Utah Retirement Systems
Utah
$659K -$908 -100 -0.1%
AIA
203
AGF Investments America
Ontario, Canada
$651K +$9.29K +1,023 +1%
PA
204
Pinnacle Associates
New York
$636K -$100K -11,011 -14%
Mirae Asset Global Investments
205
Mirae Asset Global Investments
South Korea
$629K -$173K -19,036 -22%
DA
206
Denali Advisors
California
$625K +$293K +32,300 +88%
Mitsubishi UFJ Asset Management
207
Mitsubishi UFJ Asset Management
Japan
$620K -$54K -5,947 -8%
ETC
208
Exchange Traded Concepts
Oklahoma
$620K +$620K +68,286 New
CAN
209
Cetera Advisor Networks
California
$617K +$158K +17,414 +34%
TPSF
210
Texas Permanent School Fund
Texas
$614K +$16.1K +1,777 +3%
NIPH
211
NN Investment Partners Holdings
Netherlands
$606K +$284K +31,291 +88%
SOADOR
212
State of Alaska Department of Revenue
Alaska
$582K +$27K +2,972 +5%
Janney Montgomery Scott
213
Janney Montgomery Scott
Pennsylvania
$560K +$142K +15,638 +34%
SWP
214
Stratos Wealth Partners
Ohio
$544K -$142K -15,701 -21%
Public Employees Retirement Association of Colorado
215
Public Employees Retirement Association of Colorado
Colorado
$541K – – –
APF
216
Alaska Permanent Fund
Alaska
$540K +$540K +59,520 New
William Blair & Company
217
William Blair & Company
Illinois
$532K +$64.8K +7,132 +14%
UCFA
218
United Capital Financial Advisors
Texas
$526K +$56.3K +6,198 +12%
MLICM
219
Metropolitan Life Insurance Company (MetLife)
New York
$513K -$1.95K -215 -0.4%
PIC
220
Portland Investment Counsel
Ontario, Canada
$513K – – –
AB
221
Amalgamated Bank
New York
$502K -$21.1K -2,327 -4%
PAM
222
Panagora Asset Management
Massachusetts
$499K +$282K +31,042 +130%
BOTW
223
Bank of the West
California
$492K -$594K -65,382 -55%
PI
224
PEAK6 Investments
Illinois
$492K +$434K +47,808 +746%
PP
225
Paloma Partners
Connecticut
$485K -$1.12M -123,136 -70%
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