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Invesco
IVZ

Overview Fund Activity

499 hedge funds and large institutions have $2.81B invested in Invesco in 2020 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 195 increasing their positions, 170 reducing their positions, and 87 closing their positions.

Holders
499
Holders Change
-18
Holders Change %
-3.48%
% of All Funds
11.03%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
72
Increased
195
Reduced
170
Closed
87
Calls
$33.8M
Puts
$22.6M
Net Calls
+$11.3M
Net Calls Change
-$34.2M

Top Buyers

1
PP
1
Prudential plc
United Kingdom
$43.9M
2
CIM
2
Contrarius Investment Management
Jersey
$27.7M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$107M
4
CAG
4
Csenge Advisory Group
Florida
$24.3M
5
Bank of America
5
Bank of America
North Carolina
$267M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$26.9M
3
RP
3
Reinhart Partners
Wisconsin
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.14M
5
KP
5
Kiltearn Partners
United Kingdom
$44.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$389M 42,875,062 +840,571 +2%
BlackRock
2
BlackRock
New York
$346M 38,156,200 -588,009 -2%
Bank of America
3
Bank of America
North Carolina
$267M 29,429,945 +1,265,204 +4%
State Street
4
State Street
Massachusetts
$169M 18,620,084 -206,539 -1%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$107M 11,814,228 +3,047,716 +35%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$79M 8,694,879 +1,030,879 +13%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$71.3M 7,825,957 +187,218 +2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$65.4M 7,198,368 +221,566 +3%
Federated Hermes
9
Federated Hermes
Pennsylvania
$62.7M 6,906,149 +48,739 +0.7%
KP
10
Kiltearn Partners
United Kingdom
$44.5M 4,904,177 -1,441,500 -23%
PP
11
Prudential plc
United Kingdom
$43.9M 4,834,701 +4,834,701 New
Goldman Sachs
12
Goldman Sachs
New York
$43.3M 4,772,258 -579,651 -11%
Northern Trust
13
Northern Trust
Illinois
$38M 4,189,975 +96,752 +2%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$36.8M 4,051,195 +17,903 +0.4%
Pzena Investment Management
15
Pzena Investment Management
New York
$35.7M 3,927,341 -3,635 -0.1%
PPA
16
Parametric Portfolio Associates
Washington
$34.4M 3,789,361 +1,126,953 +42%
Norges Bank
17
Norges Bank
Norway
$33.8M 3,725,747 -126,308 -3%
CIM
18
Contrarius Investment Management
Jersey
$27.7M 3,047,878 +3,047,878 New
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$26.9M 2,967,348 -3,635,362 -55%
Charles Schwab
20
Charles Schwab
California
$25.2M 2,780,021 +49,206 +2%
Fidelity International
21
Fidelity International
Bermuda
$24.9M 2,740,476 +634,937 +30%
CAG
22
Csenge Advisory Group
Florida
$24.3M 127,451 +127,451 New
Legal & General Group
23
Legal & General Group
United Kingdom
$23.9M 2,624,988 +94,734 +4%
Victory Capital Management
24
Victory Capital Management
Texas
$22.6M 2,488,152 +896,532 +56%
Morgan Stanley
25
Morgan Stanley
New York
$22.1M 2,432,191 -590,107 -20%
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