38.48
Real-Time Quote
 +0.07 / +0.18%
Today’s Change
30.09
Today|||52-Week Range
38.84
+5.71%
Year-to-Date
Institutional investors purchased a net $7.3 million shares of IVZ during the quarter ended March 2014 and now own 87.31% 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.
Mutual fund holders46.14%
Other institutional41.17%
Individual stakeholders1.94%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2014ABERDEEN ASSET MANAGERS LTD.  Bought 123.0 Thousand shares of Invesco Ltd
6/30/2014SEAWARD MANAGEMENT LP  Bought 79.3 Thousand shares of Invesco Ltd
6/30/2014SEI INVESTMENTS MANAGEMENT CORP.  Bought 76.9 Thousand shares of Invesco Ltd

Top 10 Owners of Invesco Ltd

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
T. Rowe Price Associates, Inc.8.07%34,905,2461,317,673,037-3,262,098-8.55%
The Vanguard Group, Inc.5.13%22,212,996838,540,599-984,927-4.25%
Fidelity Management & Research Co...5.02%21,716,354819,792,364-3,755,977-14.75%
SSgA Funds Management, Inc.4.42%19,142,440722,627,110-624,120-3.16%
JPMorgan Investment Management, I...4.41%19,067,799719,809,412+1,266,633+7.12%
BlackRock Fund Advisors3.93%16,982,508641,089,677-546,811-3.12%
Citadel Advisors LLC1.90%8,227,156310,575,139-256,015-3.02%
Goldman Sachs Asset Management LP1.84%7,943,993299,885,736-271,351-3.30%
Lord, Abbett & Co. LLC1.75%7,548,791284,966,860+1,936,155+34.50%
UBS Global Asset Management (Amer...1.57%6,801,394256,752,624+5,203,047+325.53%

Top 10 Mutual Funds Holding Invesco Ltd

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Vanguard Total Stock Market Index...1.57%6,786,223256,179,918+64,780+0.96%
T Rowe Price Blue Chip Growth Fun...1.33%5,764,300217,602,325-551,700-8.73%
T Rowe Price Growth Stock Fund1.21%5,242,704197,912,076-642,800-10.92%
T Rowe Price Capital Appreciation...1.15%4,976,900187,877,975+413,600+9.06%
Goldman Sachs Mid Cap Value Fund1.12%4,837,474182,614,644-159,455-3.19%
Vanguard 500 Index Fund1.03%4,451,592168,047,598+139,609+3.24%
Vanguard Institutional Index Fund1.00%4,313,524162,835,53100.00%
SPDR S&P 500 ETF0.94%4,054,372153,052,543-25,168-0.62%
JPMorgan Mid Cap Value Fund0.91%3,935,302148,557,651-96,443-2.39%
Munder Mid Cap Core Growth Fund0.74%3,195,500120,630,125+7,700+0.24%

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