Invesco Ltd (NYSE:IVZ)

During the Trading Day
37.62 -0.19 / -0.50%
As of 4:04pm ET
Day’s Change
During After-Hours   Switch to standard view »
37.62 0.00 / 0.00%
 
Volume: 55.0K
Institutional investors purchased a net $628.1 thousand shares of IVZ during the quarter ended March 2015 and now own 85.92% 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.
Other institutional43.90%
Mutual fund holders42.03%
Individual stakeholders1.96%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2015WELLINGTON MANAGEMENT CO. LLP  Bought 5.0 Million shares of Invesco Ltd
3/31/2015THE VANGUARD GROUP, INC.  Bought 2.9 Million shares of Invesco Ltd
3/31/2015EATON VANCE MANAGEMENT  Bought 2.7 Million shares of Invesco Ltd

Top 10 Owners of Invesco Ltd

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
The Vanguard Group, Inc.6.25%26,922,9001,072,339,107+2,907,846+12.11%
JPMorgan Investment Management, I...5.32%22,919,332912,876,994-878,614-3.69%
SSgA Funds Management, Inc.4.41%18,972,278755,665,833-854,313-4.31%
BlackRock Fund Advisors4.26%18,368,044731,599,193+815,067+4.64%
Fidelity Management & Research Co...3.86%16,641,814662,843,452-953,478-5.42%
T. Rowe Price Associates, Inc.3.73%16,053,263639,401,465-2,923,122-15.40%
UBS Financial Services, Inc.2.47%10,642,731423,899,976+1,778,239+20.06%
Wellington Management Co. LLP1.89%8,122,432323,516,467+5,024,246+162.17%
Citadel Advisors LLC1.77%7,611,797303,177,875+2,471,042+48.07%
GE Asset Management, Inc.1.41%6,064,151241,535,134+1,019,812+20.22%

Top 10 Mutual Funds Holding Invesco Ltd

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Vanguard Total Stock Market Index...1.75%7,554,274300,886,733-7,581-0.10%
Vanguard 500 Index Fund1.13%4,881,768194,440,819+34,026+0.70%
T Rowe Price Blue Chip Growth Fun...1.08%4,662,600185,711,358-231,900-4.74%
Vanguard Institutional Index Fund1.05%4,541,250180,877,988+13,982+0.31%
SPDR S&P 500 ETF0.94%4,065,219161,917,673+67,760+1.70%
JPMorgan Mid Cap Value Fund0.91%3,935,302156,743,07900.00%
Victory Munder Mid Cap Core Growt...0.68%2,916,200116,152,246-65,300-2.19%
Goldman Sachs Mid Cap Value Fund0.62%2,665,181106,154,159-588,952-18.10%
SPDR Series - Financial Select Se...0.59%2,552,362101,660,578+64,808+2.61%
JPMorgan US Large Cap Core Plus F...0.59%2,532,046100,851,392-698,400-21.62%

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