Invesco Ltd (NYSE:IVZ)

During the Trading Day
40.34 -0.05 / -0.12%
As of 4:03pm ET
Day’s Change
During After-Hours   Switch to standard view »
40.24 -0.0997 / -0.25%
 
Volume: 27.1K
Institutional investors purchased a net $1.2 million shares of IVZ during the quarter ended March 2015 and now own 85.60% 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 institutional43.54%
Mutual fund holders42.06%
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%26,922,9001,115,146,518+2,907,846+12.11%
JPMorgan Investment Management, I...5.32%22,919,332949,318,731-878,614-3.69%
SSgA Funds Management, Inc.4.40%18,972,278785,831,755-854,313-4.31%
BlackRock Fund Advisors4.26%18,368,044760,804,382+815,067+4.64%
Fidelity Management & Research Co...3.86%16,641,814689,303,936-953,478-5.42%
T. Rowe Price Associates, Inc.3.72%16,053,263664,926,153-2,923,122-15.40%
UBS Financial Services, Inc.2.47%10,642,731440,821,918+1,778,239+20.06%
Wellington Management Co. LLP1.88%8,122,432336,431,133+5,024,246+162.17%
Citadel Advisors LLC1.77%7,611,797315,280,632+2,471,042+48.07%
GE Asset Management, Inc.1.41%6,064,151251,177,134+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%7,561,855313,212,034+21,040+0.28%
T Rowe Price Blue Chip Growth Fun...1.14%4,894,500202,730,190-620,400-11.25%
Vanguard 500 Index Fund1.12%4,824,709199,839,447+25,966+0.54%
Vanguard Institutional Index Fund1.05%4,527,268187,519,441+4,600+0.10%
SPDR S&P 500 ETF0.93%3,997,459165,574,752-313,874-7.28%
JPMorgan Mid Cap Value Fund0.91%3,935,302163,000,20900.00%
JPMorgan US Large Cap Core Plus F...0.75%3,230,446133,805,073-49,250-1.50%
Victory Munder Mid Cap Core Growt...0.68%2,916,200120,789,004-65,300-2.19%
Goldman Sachs Mid Cap Value Fund0.62%2,665,181110,391,797-588,952-18.10%
Vanguard Dividend Appreciation In...0.58%2,513,615104,113,933-11,196-0.44%

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