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Invesco
IVZ

Overview Fund Activity

473 hedge funds and large institutions have $14.1B invested in Invesco in 2014 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 172 increasing their positions, 184 reducing their positions, and 46 closing their positions.

Holders
473
Holders Change
-1
Holders Change %
-0.21%
% of All Funds
13.67%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
51
Increased
172
Reduced
184
Closed
46
Calls
$33.3M
Puts
$9.03M
Net Calls
+$24.3M
Net Calls Change
+$15.1M

Top Buyers

1
U
1
UBS
Switzerland
$225M
2
TCM
2
TimesSquare Capital Management
New York
$85.4M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$279M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$922M
5
EVM
5
Eaton Vance Management
Massachusetts
$157M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$923M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.29B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$143M
4
Ameriprise
4
Ameriprise
Minnesota
$111M
5
PIM
5
Perkins Investment Management
Illinois
$2.04M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.29B 34,905,246 -3,262,098 -9%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$923M 24,950,821 -4,946,459 -17%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$922M 24,909,332 +1,134,675 +5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$822M 22,212,996 -984,927 -4%
State Street
5
State Street
Massachusetts
$708M 19,142,440 -624,120 -3%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$620M 16,751,606 +444,833 +3%
BIT
7
BlackRock Institutional Trust
California
$420M 11,360,895 -221,579 -2%
Goldman Sachs
8
Goldman Sachs
New York
$325M 8,779,710 -475,612 -5%
Citadel Advisors
9
Citadel Advisors
Florida
$304M 8,227,156 -256,015 -3%
Lord, Abbett & Co
10
Lord, Abbett & Co
New Jersey
$279M 7,548,791 +1,936,155 +34%
IIS
11
Ignis Investment Services
United Kingdom
$268M 734,225 -37,076 -5%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$249M 6,725,911 +209,642 +3%
Northern Trust
13
Northern Trust
Illinois
$248M 6,693,100 +459,090 +7%
Pzena Investment Management
14
Pzena Investment Management
New York
$241M 6,508,696 -641,743 -9%
U
15
UBS
Switzerland
$225M 6,075,629 +5,361,770 +751%
BFA
16
BlackRock Fund Advisors
California
$208M 5,621,613 -325,232 -5%
O
17
OppenheimerFunds
New York
$198M 5,361,244 -774,090 -13%
GE
18
General Electric
Ohio
$195M 5,279,034 +246,351 +5%
SFM
19
Systematic Financial Management
New Jersey
$171M 4,635,055 +718,841 +18%
EVM
20
Eaton Vance Management
Massachusetts
$157M 4,239,677 +990,797 +30%
MCM
21
Munder Capital Management
Michigan
$154M 4,167,874 +10,079 +0.2%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$143M 3,877,602 -2,732,012 -41%
DCP
23
DSM Capital Partners
Florida
$133M 3,598,476 +276,828 +8%
SSM
24
Sound Shore Management
Connecticut
$133M 3,589,870 -249,299 -6%
Norges Bank
25
Norges Bank
Norway
$125M 3,373,235 – –
1
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