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Invesco
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Overview Fund Activity

560 hedge funds and large institutions have $16.8B invested in Invesco in 2014 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 200 increasing their positions, 209 reducing their positions, and 26 closing their positions.

Holders
560
Holders Change
+48
Holders Change %
+9.38%
% of All Funds
14.95%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.29%
New
83
Increased
200
Reduced
209
Closed
26
Calls
$34.6M
Puts
$13.6M
Net Calls
+$21M
Net Calls Change
-$10.3M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$390M
2
Victory Capital Management
2
Victory Capital Management
Texas
$198M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.12B
4
Millennium Management
4
Millennium Management
New York
$116M
5
Citadel Advisors
5
Citadel Advisors
Florida
$203M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$750M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$794M
3
EVM
3
Eaton Vance Management
Massachusetts
$4.47M
4
American Century Companies
4
American Century Companies
Missouri
$177M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$122M
Name Market Value Shares Shares
Change 		Shares
Change %
LTI
1
Laffer Tengler Investments
Tennessee
– – -63,320 Closed
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.12B 28,439,193 +3,673,955 +15%
Vanguard Group
3
Vanguard Group
Pennsylvania
$949M 24,015,054 +1,016,256 +4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$794M 20,088,143 -3,013,728 -13%
State Street
5
State Street
Massachusetts
$784M 19,826,591 +720,718 +4%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$750M 18,976,385 -10,128,894 -35%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$611M 15,449,370 -319,323 -2%
BIT
8
BlackRock Institutional Trust
California
$447M 11,322,637 +138,840 +1%
UBS Group
9
UBS Group
Switzerland
$390M 9,878,292 +9,878,292 New
Ameriprise
10
Ameriprise
Minnesota
$298M 7,541,806 +2,064,628 +38%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$269M 6,813,336 -519,354 -7%
Goldman Sachs
12
Goldman Sachs
New York
$258M 6,533,124 -688,742 -10%
BFA
13
BlackRock Fund Advisors
California
$246M 6,230,340 +512,179 +9%
Northern Trust
14
Northern Trust
Illinois
$240M 6,062,747 -18,230 -0.3%
Citadel Advisors
15
Citadel Advisors
Florida
$203M 5,140,755 +2,224,785 +76%
GE
16
General Electric
Ohio
$199M 5,044,339 -58,842 -1%
Victory Capital Management
17
Victory Capital Management
Texas
$198M 5,012,178 +3,834,928 +326%
O
18
OppenheimerFunds
New York
$186M 4,695,154 -611,760 -12%
American Century Companies
19
American Century Companies
Missouri
$177M 4,484,969 -1,830,074 -29%
SSM
20
Sound Shore Management
Connecticut
$155M 3,919,240 -147,896 -4%
Lord, Abbett & Co
21
Lord, Abbett & Co
New Jersey
$153M 3,884,000 +132,408 +4%
DCP
22
DSM Capital Partners
Florida
$141M 3,580,239 -17,912 -0.5%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$141M 3,579,165 +272,263 +8%
BG
24
BlackRock Group
United Kingdom
$134M 3,399,903 +40,988 +1%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$132M 3,338,161 -125,331 -4%
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