Invesco Ltd (NYSE:IVZ)

40.82
Delayed Data
As of Apr 24
 +0.01 / +0.02%
Today’s Change
34.25
Today|||52-Week Range
41.98
+3.29%
Year-to-Date
Institutional investors purchased a net $1.1 million shares of IVZ during the quarter ended December 2014 and now own 85.93% of the total shares outstanding. This majority interest is a greater percentage than is typical for companies in the Investment Managers industry and highlights that the smart money sees this stock as an important holding.
Mutual fund holders43.30%
Other institutional42.63%
Individual stakeholders1.97%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2015STATE STREET GLOBAL ADVISORS LTD...  Bought 333.7 Thousand shares of Invesco Ltd
3/31/2015TEACHERS RETIREMENT SYSTEM OF TH...  Bought 252.9 Thousand shares of Invesco Ltd
1/31/2015ARDEN ASSET MANAGEMENT LLC  Bought 42.7 Thousand shares of Invesco Ltd

Top 10 Owners of Invesco Ltd

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
The Vanguard Group, Inc.5.57%24,015,054953,157,493+1,016,256+4.42%
JPMorgan Investment Management, I...5.52%23,797,946944,540,477+3,498,891+17.24%
SSgA Funds Management, Inc.4.60%19,826,591786,917,397+720,718+3.77%
T. Rowe Price Associates, Inc.4.40%18,976,385753,172,721-10,128,894-34.80%
Fidelity Management & Research Co...4.08%17,595,292698,357,139-3,225,410-15.49%
BlackRock Fund Advisors4.07%17,552,977696,677,657+651,019+3.85%
UBS Financial Services, Inc.2.06%8,864,492351,831,687+960,274+12.15%
Columbia Management Investment Ad...1.64%7,052,117279,898,524+1,574,939+28.75%
Neuberger Berman LLC1.58%6,813,336270,421,306-519,354-7.08%
The Bank of New York Mellon Corp....1.42%6,134,695243,486,045-83,457-1.34%

Top 10 Mutual Funds Holding Invesco Ltd

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Vanguard Total Stock Market Index...1.75%7,540,815299,294,947+57,189+0.76%
T Rowe Price Blue Chip Growth Fun...1.14%4,894,500194,262,705-620,400-11.25%
Vanguard 500 Index Fund1.11%4,798,743190,462,110+50,877+1.07%
Vanguard Institutional Index Fund1.05%4,522,668179,504,693+31,300+0.70%
SPDR S&P 500 ETF1.00%4,311,333171,116,807-121,484-2.74%
JPMorgan Mid Cap Value Fund0.91%3,935,302156,192,13600.00%
JPMorgan US Large Cap Core Plus F...0.76%3,279,696130,171,13400.00%
Goldman Sachs Mid Cap Value Fund0.76%3,254,133129,156,539-712,967-17.97%
Victory Munder Mid Cap Core Growt...0.68%2,916,200115,743,978-65,300-2.19%
JPMorgan Disciplined Equity Fund0.65%2,818,460111,864,677-183,100-6.10%

To view my watchlist

Not a member yet?

Sign up now for a free account