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Invesco
IVZ

Overview Fund Activity

613 hedge funds and large institutions have $12.3B invested in Invesco in 2017 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 236 increasing their positions, 202 reducing their positions, and 35 closing their positions.

Holders
613
Holders Change
+68
Holders Change %
+12.48%
% of All Funds
13.92%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
106
Increased
236
Reduced
202
Closed
35
Calls
$47.3M
Puts
$27.5M
Net Calls
+$19.8M
Net Calls Change
-$7.65M

Top Buyers

1
AAMU
1
Amundi Asset Management US
Massachusetts
$271M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$244M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$107M
4
Deutsche Bank
4
Deutsche Bank
Germany
$95M
5
Prudential Financial
5
Prudential Financial
New Jersey
$102M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$34.9M
2
SSM
2
Sound Shore Management
Connecticut
$0
3
HCM
3
Highfields Capital Management
Massachusetts
$210M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$6.31M
5
Ameriprise
5
Ameriprise
Minnesota
$118M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.54B 42,139,931 +531,482 +1%
BlackRock
2
BlackRock
New York
$1.14B 31,142,943 -1,421,504 -4%
UBS Group
3
UBS Group
Switzerland
$726M 19,876,732 +411,150 +2%
State Street
4
State Street
Massachusetts
$699M 19,119,893 +455,876 +2%
Capital International Investors
5
Capital International Investors
California
$542M 14,828,036 +910,636 +7%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$418M 11,442,998 -74,151 -0.6%
American Century Companies
7
American Century Companies
Missouri
$353M 9,652,437 +173,766 +2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$342M 9,348,750 -25,271 -0.3%
AAMU
9
Amundi Asset Management US
Massachusetts
$271M 7,403,295 +2,306,093 +45%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$244M 6,684,553 +1,997,426 +43%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$228M 6,234,973 -319,186 -5%
KP
12
Kiltearn Partners
United Kingdom
$217M 5,949,210 +145,800 +3%
HCM
13
Highfields Capital Management
Massachusetts
$210M 5,733,492 -2,533,278 -31%
Morgan Stanley
14
Morgan Stanley
New York
$178M 4,869,016 +849,491 +21%
Goldman Sachs
15
Goldman Sachs
New York
$170M 4,646,664 +224,294 +5%
Northern Trust
16
Northern Trust
Illinois
$166M 4,554,798 -103,665 -2%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$156M 4,277,503 +150,909 +4%
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$147M 4,024,899 -71,492 -2%
Norges Bank
19
Norges Bank
Norway
$137M 3,754,762 +1,136,991 +43%
Ameriprise
20
Ameriprise
Minnesota
$118M 3,225,447 -1,772,244 -35%
Bank of America
21
Bank of America
North Carolina
$115M 3,146,349 -14,254 -0.5%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$108M 2,951,549 -524,217 -15%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$107M 2,930,627 +1,483,417 +103%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$103M 2,827,432 +40,604 +1%
Prudential Financial
25
Prudential Financial
New Jersey
$102M 2,780,715 +1,233,577 +80%
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