Invesco Ltd (NYSE:IVZ)

During the Trading Day
39.78 +0.09 / +0.23%
As of 4:00pm ET
Day’s Change
During After-Hours   Switch to standard view »
39.78 0.00 / 0.00%
 
Volume: 8.9K
Institutional investors purchased a net $3.0 thousand shares of IVZ during the quarter ended December 2014 and now own 86.16% 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 institutional43.85%
Mutual fund holders42.31%
Individual stakeholders1.98%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

1/30/2015CREDIT SUISSE AG  Bought 11.4 Thousand shares of Invesco Ltd
2/28/2015AMUNDI SMITH BREEDEN LLC  Bought 7.7 Thousand shares of Invesco Ltd
1/30/2015SWISSCANTO ASSET MANAGEMENT AG  Bought 4.4 Thousand shares of Invesco Ltd

Top 10 Owners of Invesco Ltd

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
The Vanguard Group, Inc.5.60%24,015,054967,086,225+1,016,256+4.42%
JPMorgan Investment Management, I...5.54%23,797,946958,343,285+3,498,891+17.24%
SSgA Funds Management, Inc.4.62%19,826,591798,416,820+720,718+3.77%
T. Rowe Price Associates, Inc.4.42%18,976,385764,179,024-10,128,894-34.80%
Fidelity Management & Research Co...4.10%17,595,292708,562,409-3,225,410-15.49%
BlackRock Fund Advisors4.09%17,552,977706,858,384+651,019+3.85%
UBS Financial Services, Inc.2.07%8,864,492356,973,093+960,274+12.15%
Columbia Management Investment Ad...1.64%7,052,117283,988,752+1,574,939+28.75%
Neuberger Berman LLC1.59%6,813,336274,373,041-519,354-7.08%
The Bank of New York Mellon Corp....1.43%6,134,695247,044,168-83,457-1.34%

Top 10 Mutual Funds Holding Invesco Ltd

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Vanguard Total Stock Market Index...1.74%7,483,626301,365,619+76,081+1.03%
T Rowe Price Blue Chip Growth Fun...1.14%4,894,500197,101,515-620,400-11.25%
Vanguard 500 Index Fund1.12%4,798,743193,245,381+50,877+1.07%
Vanguard Institutional Index Fund1.05%4,491,368180,867,389+22,330+0.50%
SPDR S&P 500 ETF1.03%4,432,817178,509,541+1,694+0.04%
JPMorgan Mid Cap Value Fund0.92%3,935,302158,474,61200.00%
JPMorgan US Large Cap Core Plus F...0.76%3,279,696132,073,35800.00%
Goldman Sachs Mid Cap Value Fund0.76%3,254,133131,043,936-712,967-17.97%
JPMorgan Disciplined Equity Fund0.70%3,001,560120,872,821+346,400+13.05%
Victory Munder Mid Cap Core Growt...0.70%2,981,500120,065,005-143,700-4.60%

To view my watchlist

Not a member yet?

Sign up now for a free account