IVZ icon

Invesco
IVZ

Overview Fund Activity

474 hedge funds and large institutions have $14.1B invested in Invesco in 2013 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 175 increasing their positions, 168 reducing their positions, and 27 closing their positions.

Holders
474
Holders Change
+47
Holders Change %
+11.01%
% of All Funds
13.77%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.23%
New
78
Increased
175
Reduced
168
Closed
27
Calls
$36.4M
Puts
$27.2M
Net Calls
+$9.2M
Net Calls Change
+$5.48M

Top Buyers

1
IIS
1
Ignis Investment Services
United Kingdom
$281M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$237M
3
DCP
3
DSM Capital Partners
Florida
$121M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.09B
5
O
5
OppenheimerFunds
New York
$223M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.39B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$865M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$594M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$241M
5
HCM
5
Highbridge Capital Management
New York
$38.7M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.39B 38,167,344 -19,378,714 -34%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.09B 29,897,280 +2,768,962 +10%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$865M 23,774,657 -4,928,712 -17%
Vanguard Group
4
Vanguard Group
Pennsylvania
$844M 23,197,923 +1,773,715 +8%
State Street
5
State Street
Massachusetts
$719M 19,766,560 +494,596 +3%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$594M 16,306,773 -3,553,204 -18%
BIT
7
BlackRock Institutional Trust
California
$422M 11,582,474 -5,868 -0.1%
Goldman Sachs
8
Goldman Sachs
New York
$337M 9,255,322 +550,079 +6%
Citadel Advisors
9
Citadel Advisors
Florida
$309M 8,483,171 -1,353,612 -14%
IIS
10
Ignis Investment Services
United Kingdom
$281M 771,301 +771,301 New
Pzena Investment Management
11
Pzena Investment Management
New York
$260M 7,150,439 -366,720 -5%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$241M 6,609,614 -2,260,345 -25%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$237M 6,516,269 +4,554,355 +232%
Northern Trust
14
Northern Trust
Illinois
$227M 6,234,010 +2,960 +0%
O
15
OppenheimerFunds
New York
$223M 6,135,334 +2,732,400 +80%
BFA
16
BlackRock Fund Advisors
California
$216M 5,946,845 +209,918 +4%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$204M 5,612,636 +2,150,256 +62%
Ameriprise
18
Ameriprise
Minnesota
$195M 5,368,839 -1,126,368 -17%
GE
19
General Electric
Ohio
$183M 5,032,683 +344,818 +7%
MCM
20
Munder Capital Management
Michigan
$151M 4,157,795 -59,737 -1%
SFM
21
Systematic Financial Management
New Jersey
$143M 3,916,214 +1,165,172 +42%
SSM
22
Sound Shore Management
Connecticut
$140M 3,839,169 -63,316 -2%
Norges Bank
23
Norges Bank
Norway
$123M 3,373,235 -330,759 -9%
BG
24
BlackRock Group
United Kingdom
$121M 3,326,854 -86,930 -3%
DCP
25
DSM Capital Partners
Florida
$121M 3,321,648 +3,321,648 New
1
2 3 4 5