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Invesco
IVZ

Overview Fund Activity

541 hedge funds and large institutions have $10.1B invested in Invesco in 2017 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 211 increasing their positions, 197 reducing their positions, and 64 closing their positions.

Holders
541
Holders Change
-7
Holders Change %
-1.28%
% of All Funds
13.49%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
66
Increased
211
Reduced
197
Closed
64
Calls
$66.9M
Puts
$13.3M
Net Calls
+$53.6M
Net Calls Change
-$4.97M

Top Buyers

1
BlackRock
1
BlackRock
New York
$982M
2
KP
2
Kiltearn Partners
United Kingdom
$128M
3
Citadel Advisors
3
Citadel Advisors
Florida
$113M
4
American Century Companies
4
American Century Companies
Missouri
$276M
5
UBS Group
5
UBS Group
Switzerland
$570M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$204M
2
Victory Capital Management
2
Victory Capital Management
Texas
$4.28M
3
DCP
3
DSM Capital Partners
Florida
$736K
4
Invesco
4
Invesco
Georgia
$0
5
CS
5
Credit Suisse
Switzerland
$62M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.23B 40,096,178 +870,284 +2%
BlackRock
2
BlackRock
New York
$982M 32,067,091 +30,884,375 +2,611%
State Street
3
State Street
Massachusetts
$596M 19,457,316 +240,087 +1%
UBS Group
4
UBS Group
Switzerland
$570M 18,604,603 +1,384,603 +8%
Capital International Investors
5
Capital International Investors
California
$390M 12,748,200 +698,500 +6%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$336M 10,981,317 +210,558 +2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$287M 9,366,696 -300,573 -3%
American Century Companies
8
American Century Companies
Missouri
$276M 9,005,772 +2,007,736 +29%
HCM
9
Highfields Capital Management
Massachusetts
$252M 8,241,230 -1,010,109 -11%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$204M 6,655,498 -4,115,117 -38%
Ameriprise
11
Ameriprise
Minnesota
$168M 5,473,904 -378,530 -6%
SSM
12
Sound Shore Management
Connecticut
$158M 5,145,083 +663,336 +15%
Goldman Sachs
13
Goldman Sachs
New York
$156M 5,087,288 -766,170 -13%
Morgan Stanley
14
Morgan Stanley
New York
$149M 4,854,424 +261,162 +6%
Lord, Abbett & Co
15
Lord, Abbett & Co
New Jersey
$144M 4,705,336 -262,699 -5%
Northern Trust
16
Northern Trust
Illinois
$141M 4,587,544 +42,103 +0.9%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$137M 4,485,423 -397,379 -8%
KP
18
Kiltearn Partners
United Kingdom
$128M 4,163,000 +4,163,000 New
Geode Capital Management
19
Geode Capital Management
Massachusetts
$122M 3,979,764 +306,831 +8%
Citadel Advisors
20
Citadel Advisors
Florida
$113M 3,690,616 +3,690,616 New
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$93.4M 3,048,104 +110,144 +4%
Bank of America
22
Bank of America
North Carolina
$89.4M 2,919,195 -106,846 -4%
PIM
23
Perkins Investment Management
Illinois
$87.4M 2,854,957 -254,991 -8%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$83.5M 2,724,702 +626,364 +30%
Pzena Investment Management
25
Pzena Investment Management
New York
$76.9M 2,512,119 -12,842 -0.5%
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