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Invesco
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Overview Fund Activity

548 hedge funds and large institutions have $9.99B invested in Invesco in 2016 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 196 increasing their positions, 190 reducing their positions, and 56 closing their positions.

Holders
548
Holders Change
+35
Holders Change %
+6.82%
% of All Funds
13.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
100
Increased
196
Reduced
190
Closed
56
Calls
$70.2M
Puts
$11.6M
Net Calls
+$58.6M
Net Calls Change
+$2.05M

Top Buyers

1
HCM
1
Highfields Capital Management
Massachusetts
$281M
2
Goldman Sachs
2
Goldman Sachs
New York
$178M
3
American Century Companies
3
American Century Companies
Missouri
$212M
4
Legal & General Group
4
Legal & General Group
United Kingdom
$60.5M
5
State Street
5
State Street
Massachusetts
$583M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$327M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$57M
3
Deutsche Bank
3
Deutsche Bank
Germany
$23.7M
4
DCP
4
DSM Capital Partners
Florida
$56M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.19B 39,225,894 +1,315,940 +3%
State Street
2
State Street
Massachusetts
$583M 19,217,229 +1,877,789 +11%
UBS Group
3
UBS Group
Switzerland
$522M 17,220,000 +271,888 +2%
Capital International Investors
4
Capital International Investors
California
$366M 12,049,700 -430,600 -3%
BIT
5
BlackRock Institutional Trust
California
$347M 11,442,051 -82,619 -0.7%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$327M 10,770,759 -385,501 -3%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$327M 10,770,615 -8,557,020 -44%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$293M 9,667,269 +143,599 +2%
HCM
9
Highfields Capital Management
Massachusetts
$281M 9,251,339 +9,251,339 New
BFA
10
BlackRock Fund Advisors
California
$223M 7,359,551 +403,808 +6%
American Century Companies
11
American Century Companies
Missouri
$212M 6,998,036 +2,104,058 +43%
Goldman Sachs
12
Goldman Sachs
New York
$178M 5,853,458 +3,228,819 +123%
Ameriprise
13
Ameriprise
Minnesota
$178M 5,852,434 -1,204,395 -17%
BA
14
BlackRock Advisors
Delaware
$153M 5,035,199 -942,323 -16%
Lord, Abbett & Co
15
Lord, Abbett & Co
New Jersey
$151M 4,968,035 -71,029 -1%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$148M 4,882,802 +736,913 +18%
Morgan Stanley
17
Morgan Stanley
New York
$139M 4,593,262 +759,597 +20%
Northern Trust
18
Northern Trust
Illinois
$138M 4,545,441 -461,728 -9%
SSM
19
Sound Shore Management
Connecticut
$136M 4,481,747 +693,945 +18%
BG
20
BlackRock Group
United Kingdom
$124M 4,077,090 +97,679 +2%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$111M 3,672,933 +182,387 +5%
CS
22
Credit Suisse
Switzerland
$106M 3,505,615 -1,364,396 -28%
PIM
23
Perkins Investment Management
Illinois
$94.4M 3,109,948 -615,635 -17%
Bank of America
24
Bank of America
North Carolina
$91.8M 3,026,041 -827,203 -21%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$89.1M 2,937,960 +447,353 +18%
1
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