Invesco Ltd (NYSE:IVZ)

40.96
Data as of Sep 02
 +0.12 / +0.29%
Today’s Change
30.09
Today|||52-Week Range
41.20
+12.53%
Year-to-Date
Institutional investors purchased a net $3.4 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 86.43% of shares outstanding that institutional investors hold is actually below the Investment Managers industry average.
Mutual fund holders46.56%
Other institutional39.87%
Individual stakeholders1.94%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2014AMERICAN CENTURY INVESTMENT MANA...  Bought 5.3 Million shares of Invesco Ltd
6/30/2014WESTWOOD MANAGEMENT CORP. (TEXAS...  Bought 2.5 Million shares of Invesco Ltd
6/30/2014T. ROWE PRICE ASSOCIATES, INC.  Bought 1.3 Million shares of Invesco Ltd

Top 10 Owners of Invesco Ltd

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
T. Rowe Price Associates, Inc.8.39%36,225,5701,363,168,199+1,320,324+3.78%
The Vanguard Group, Inc.5.14%22,195,585835,219,864-17,411-0.08%
Fidelity Management & Research Co...4.66%20,119,468757,095,581+335,983+1.70%
SSgA Funds Management, Inc.4.39%18,964,844713,647,080-177,596-0.93%
JPMorgan Investment Management, I...4.27%18,445,298694,096,564-622,501-3.26%
BlackRock Fund Advisors3.88%16,742,557630,022,420-239,951-1.41%
Citadel Advisors LLC2.06%8,893,932334,678,661+666,776+8.10%
UBS Global Asset Management (Amer...1.70%7,324,589275,624,284+523,195+7.69%
Neuberger Berman LLC1.69%7,309,865275,070,220+583,954+8.68%
Goldman Sachs Asset Management LP1.61%6,946,836261,409,439-997,157-12.55%

Top 10 Mutual Funds Holding Invesco Ltd

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Vanguard Total Stock Market Index...1.57%6,786,223255,365,571+64,780+0.96%
T Rowe Price Blue Chip Growth Fun...1.34%5,764,300216,910,609-551,700-8.73%
T Rowe Price Growth Stock Fund1.22%5,242,704197,282,952-642,800-10.92%
T Rowe Price Capital Appreciation...1.15%4,976,900187,280,747+413,600+9.06%
Vanguard 500 Index Fund1.03%4,441,890167,148,321-9,702-0.22%
Vanguard Institutional Index Fund1.00%4,313,524162,317,90800.00%
SPDR S&P 500 ETF1.00%4,310,840162,216,909+126,117+3.01%
Goldman Sachs Mid Cap Value Fund0.96%4,153,204156,285,067-684,270-14.15%
JPMorgan Mid Cap Value Fund0.91%3,935,302148,085,41400.00%
Government Pension Fund - Global ...0.73%3,150,321118,546,579-390,589-11.03%

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