Invesco Ltd (NYSE:IVZ)

Data as of Oct 23
 +0.68 / +1.83%
Today’s Change
Today|||52-Week Range
Institutional investors purchased a net $2.4 million shares of IVZ during the quarter ended June 2014. This may signal that the smart money is gaining interest in this company as the 86.62% of shares outstanding that institutional investors hold is actually below the Investment Managers industry average.
Mutual fund holders47.12%
Other institutional39.50%
Individual stakeholders1.94%

Largest Quarterly Institutional

Latest Institutional Activity

9/30/2014TEACHERS RETIREMENT SYSTEM OF TH...  Bought 302.1 Thousand shares of Invesco Ltd
9/30/2014EASTERN BANK CORP. (PRIVATE BANK...  Bought 244.0 Thousand shares of Invesco Ltd
9/30/2014RIVERPOINT CAPITAL MANAGEMENT, I...  Bought 185.5 Thousand shares of Invesco Ltd

Top 10 Owners of Invesco Ltd

Total value ($)Shares
bought / sold
T. Rowe Price Associates, Inc.8.39%36,225,5701,430,185,504+1,320,324+3.78%
The Vanguard Group, Inc.5.14%22,195,585876,281,696-17,411-0.08%
Fidelity Management & Research Co...4.66%20,119,468794,316,597+335,983+1.70%
SSgA Funds Management, Inc.4.39%18,964,844748,732,041-177,596-0.93%
JPMorgan Investment Management, I...4.27%18,445,298728,220,365-622,501-3.26%
BlackRock Fund Advisors3.88%16,742,557660,996,150-239,951-1.41%
Citadel Advisors LLC2.06%8,893,932351,132,435+666,776+8.10%
Neuberger Berman LLC1.69%7,309,865288,593,470+583,954+8.68%
Goldman Sachs Asset Management LP1.61%6,946,836274,261,085-997,157-12.55%
Lord, Abbett & Co. LLC1.61%6,936,293273,844,848-612,498-8.11%

Top 10 Mutual Funds Holding Invesco Ltd

Mutual fundStakeShares
Total value ($)Shares
bought / sold
Vanguard Total Stock Market Index...1.60%6,892,693272,123,520+106,470+1.57%
T Rowe Price Capital Appreciation...1.46%6,297,600248,629,248+1,320,700+26.54%
T Rowe Price Blue Chip Growth Fun...1.31%5,669,500223,831,860-94,800-1.64%
T Rowe Price Growth Stock Fund1.19%5,150,904203,357,690-91,800-1.75%
Vanguard 500 Index Fund1.03%4,441,890175,365,817-9,702-0.22%
SPDR S&P 500 ETF1.03%4,427,723174,806,504+238,869+5.70%
Vanguard Institutional Index Fund1.01%4,346,423171,596,780+32,899+0.76%
Goldman Sachs Mid Cap Value Fund0.96%4,153,204163,968,494-684,270-14.15%
JPMorgan Mid Cap Value Fund0.91%3,935,302155,365,72300.00%
American Century Growth Fund0.82%3,525,521139,187,569+525,106+17.50%

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