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Invesco
IVZ

Overview Fund Activity

512 hedge funds and large institutions have $14.4B invested in Invesco in 2014 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 204 increasing their positions, 178 reducing their positions, and 27 closing their positions.

Holders
512
Holders Change
+25
Holders Change %
+5.13%
% of All Funds
14.87%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.44%
New
59
Increased
204
Reduced
178
Closed
27
Calls
$44.8M
Puts
$13.5M
Net Calls
+$31.3M
Net Calls Change
-$5.34M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$978M
2
U
2
UBS
Switzerland
$344M
3
Ameriprise
3
Ameriprise
Minnesota
$216M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$132M
5
TCIM
5
TIAA CREF Investment Management
New York
$141M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.15B
2
Citadel Advisors
2
Citadel Advisors
Florida
$115M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$148M
4
EVM
4
Eaton Vance Management
Massachusetts
$88.7M
5
Norges Bank
5
Norges Bank
Norway
$53.4M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.15B 29,105,279 -7,120,291 -20%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$978M 24,765,238 +2,121,066 +9%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$912M 23,101,871 +148,466 +0.6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$908M 22,998,798 +803,213 +4%
State Street
5
State Street
Massachusetts
$754M 19,105,873 +141,029 +0.7%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$623M 15,768,693 +584,820 +4%
BIT
7
BlackRock Institutional Trust
California
$442M 11,183,797 +15,096 +0.1%
U
8
UBS
Switzerland
$344M 8,715,253 +1,772,055 +26%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$289M 7,332,690 +22,825 +0.3%
Goldman Sachs
10
Goldman Sachs
New York
$285M 7,221,866 -615,527 -8%
American Century Companies
11
American Century Companies
Missouri
$249M 6,315,043 +968,391 +18%
Northern Trust
12
Northern Trust
Illinois
$240M 6,080,977 -92,645 -2%
BFA
13
BlackRock Fund Advisors
California
$226M 5,718,161 +144,305 +3%
Ameriprise
14
Ameriprise
Minnesota
$216M 5,477,178 +1,692,290 +45%
O
15
OppenheimerFunds
New York
$210M 5,306,914 +714,200 +16%
GE
16
General Electric
Ohio
$201M 5,103,181 -203,078 -4%
SSM
17
Sound Shore Management
Connecticut
$161M 4,067,136 -24,563 -0.6%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$159M 4,022,154 +109,559 +3%
MCM
19
Munder Capital Management
Michigan
$159M 4,016,834 -57,067 -1%
Lord, Abbett & Co
20
Lord, Abbett & Co
New Jersey
$148M 3,751,592 -3,184,701 -46%
DCP
21
DSM Capital Partners
Florida
$142M 3,598,151 -48,379 -1%
TCIM
22
TIAA CREF Investment Management
New York
$141M 3,573,845 +1,336,467 +60%
VOYA Investment Management
23
VOYA Investment Management
Georgia
$137M 3,463,492 +174,475 +5%
BG
24
BlackRock Group
United Kingdom
$133M 3,358,915 -4,614 -0.1%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$132M 3,331,410 +1,471,298 +79%
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