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Invesco
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Overview Fund Activity

487 hedge funds and large institutions have $14.2B invested in Invesco in 2014 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 174 increasing their positions, 186 reducing their positions, and 34 closing their positions.

Holders
487
Holders Change
+14
Holders Change %
+2.96%
% of All Funds
14.01%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.29%
New
52
Increased
174
Reduced
186
Closed
34
Calls
$47M
Puts
$10.4M
Net Calls
+$36.6M
Net Calls Change
+$12.3M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$202M
2
WHG
2
Westwood Holdings Group
Texas
$115M
3
VFA
3
Virtus Fund Advisers
Connecticut
$85.9M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.37B
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$73.7M

Top Sellers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$53.6M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$855M
3
SB
3
Suntrust Banks
Georgia
$26.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$866M
5
SFM
5
Systematic Financial Management
New Jersey
$109M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.37B 36,225,570 +1,320,324 +4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$866M 22,953,405 -1,997,416 -8%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$855M 22,644,172 -2,265,160 -9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$838M 22,195,585 -17,411 -0.1%
State Street
5
State Street
Massachusetts
$716M 18,964,844 -177,596 -0.9%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$573M 15,183,873 -1,567,733 -9%
BIT
7
BlackRock Institutional Trust
California
$422M 11,168,701 -192,194 -2%
Citadel Advisors
8
Citadel Advisors
Florida
$336M 8,893,932 +666,776 +8%
Goldman Sachs
9
Goldman Sachs
New York
$296M 7,837,393 -942,317 -11%
IIS
10
Ignis Investment Services
United Kingdom
$277M 734,225 – –
Neuberger Berman Group
11
Neuberger Berman Group
New York
$276M 7,309,865 +583,954 +9%
U
12
UBS
Switzerland
$262M 6,943,198 +867,569 +14%
Lord, Abbett & Co
13
Lord, Abbett & Co
New Jersey
$262M 6,936,293 -612,498 -8%
Northern Trust
14
Northern Trust
Illinois
$233M 6,173,622 -519,478 -8%
BFA
15
BlackRock Fund Advisors
California
$210M 5,573,856 -47,757 -0.8%
American Century Companies
16
American Century Companies
Missouri
$202M 5,346,652 +5,327,126 +27,282%
GE
17
General Electric
Ohio
$200M 5,306,259 +27,225 +0.5%
O
18
OppenheimerFunds
New York
$173M 4,592,714 -768,530 -14%
SSM
19
Sound Shore Management
Connecticut
$154M 4,091,699 +501,829 +14%
MCM
20
Munder Capital Management
Michigan
$154M 4,073,901 -93,973 -2%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$148M 3,912,595 +34,993 +0.9%
Ameriprise
22
Ameriprise
Minnesota
$143M 3,784,888 +794,292 +27%
EVM
23
Eaton Vance Management
Massachusetts
$142M 3,753,748 -485,929 -11%
DCP
24
DSM Capital Partners
Florida
$138M 3,646,530 +48,054 +1%
BG
25
BlackRock Group
United Kingdom
$127M 3,363,529 +43,195 +1%
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