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Invesco
IVZ

Overview Fund Activity

565 hedge funds and large institutions have $11.5B invested in Invesco in 2017 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 201 increasing their positions, 209 reducing their positions, and 44 closing their positions.

Holders
565
Holders Change
+24
Holders Change %
+4.44%
% of All Funds
14.11%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.07%
New
72
Increased
201
Reduced
209
Closed
44
Calls
$65.9M
Puts
$14.4M
Net Calls
+$51.6M
Net Calls Change
-$2.07M

Top Buyers

1
PI
1
Putnam Investments
Massachusetts
$172M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$98.1M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$104M
4
KP
4
Kiltearn Partners
United Kingdom
$203M
5
UBS Group
5
UBS Group
Switzerland
$700M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$50.6M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$13.3M
3
Ameriprise
3
Ameriprise
Minnesota
$148M
4
Goldman Sachs
4
Goldman Sachs
New York
$138M
5
CS
5
Credit Suisse
Switzerland
$40.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.45B 41,189,076 +1,092,898 +3%
BlackRock
2
BlackRock
New York
$1.12B 31,856,358 -210,733 -0.7%
UBS Group
3
UBS Group
Switzerland
$700M 19,882,976 +1,278,373 +7%
State Street
4
State Street
Massachusetts
$671M 19,062,099 -395,217 -2%
Capital International Investors
5
Capital International Investors
California
$449M 12,748,200 – –
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$386M 10,978,180 -3,137 -0%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$327M 9,285,691 -81,005 -0.9%
American Century Companies
8
American Century Companies
Missouri
$314M 8,915,264 -90,508 -1%
HCM
9
Highfields Capital Management
Massachusetts
$290M 8,241,230 – –
Wellington Management Group
10
Wellington Management Group
Massachusetts
$233M 6,623,717 -31,781 -0.5%
KP
11
Kiltearn Partners
United Kingdom
$203M 5,765,510 +1,602,510 +38%
PI
12
Putnam Investments
Massachusetts
$172M 4,890,281 +3,789,789 +344%
Morgan Stanley
13
Morgan Stanley
New York
$164M 4,649,200 -205,224 -4%
Northern Trust
14
Northern Trust
Illinois
$156M 4,446,153 -141,391 -3%
SSM
15
Sound Shore Management
Connecticut
$155M 4,410,603 -734,480 -14%
Lord, Abbett & Co
16
Lord, Abbett & Co
New Jersey
$149M 4,239,882 -465,454 -10%
Ameriprise
17
Ameriprise
Minnesota
$148M 4,193,441 -1,280,463 -23%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$146M 4,162,875 -322,548 -7%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$141M 4,020,642 +40,878 +1%
Goldman Sachs
20
Goldman Sachs
New York
$138M 3,924,073 -1,163,215 -23%
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$115M 3,270,525 +222,421 +7%
Norges Bank
22
Norges Bank
Norway
$110M 3,116,774 +912,556 +41%
Bank of America
23
Bank of America
North Carolina
$106M 3,021,786 +102,591 +4%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$104M 2,959,243 +1,713,338 +138%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$98.1M 2,787,996 +2,733,970 +5,060%
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