INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 518 filers reported holding INVESCO LTD in Q4 2019. The put-call ratio across all filers is 0.49 and the average weighting 0.1%.
About INVESCO LTD
Invesco Ltd is a global investment management company that offers a wide range of financial products and services to clients around the world. With over $1.4 trillion in assets under management, Invesco is one of the largest investment managers in the world.
The company was founded in 1935 and has since grown to become a leading provider of investment solutions to individuals, institutions, and financial intermediaries. Invesco operates in more than 20 countries and has a team of over 7,000 employees.
Invesco's investment philosophy is based on a commitment to active management and a focus on delivering consistent, long-term results for clients. The company offers a broad range of investment strategies across equities, fixed income, and alternative investments.
In recent years, Invesco has made a number of strategic acquisitions to expand its capabilities and reach. In 2018, the company acquired OppenheimerFunds, a leading provider of mutual funds and ETFs. This acquisition has helped to strengthen Invesco's position in the US market and broaden its product offerings.
Overall, Invesco is a well-respected investment management company with a strong track record of delivering results for clients. With a global presence and a commitment to active management, Invesco is well-positioned to continue to grow and succeed in the years ahead.
It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $894,000 | +45.4% | 49,899 | +37.3% | 0.01% | +50.0% |
| Q3 2019 | $615,000 | -34.6% | 36,333 | -20.8% | 0.00% | -42.9% |
| Q2 2019 | $940,000 | +35.8% | 45,888 | +27.8% | 0.01% | +40.0% |
| Q1 2019 | $692,000 | +66.7% | 35,897 | +45.7% | 0.01% | +25.0% |
| Q4 2018 | $415,000 | -21.4% | 24,645 | +6.9% | 0.00% | 0.0% |
| Q3 2018 | $528,000 | -15.9% | 23,062 | +17.1% | 0.00% | -33.3% |
| Q2 2018 | $628,000 | 0.0% | 19,687 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $628,000 | +17.2% | 19,687 | +34.3% | 0.01% | +20.0% |
| Q4 2017 | $536,000 | +27.3% | 14,660 | +22.0% | 0.01% | 0.0% |
| Q3 2017 | $421,000 | -8.3% | 12,017 | -7.9% | 0.01% | 0.0% |
| Q2 2017 | $459,000 | +23.4% | 13,047 | +7.3% | 0.01% | 0.0% |
| Q1 2017 | $372,000 | +2.5% | 12,163 | +2.4% | 0.01% | 0.0% |
| Q4 2016 | $363,000 | +7.7% | 11,874 | +10.3% | 0.01% | 0.0% |
| Q3 2016 | $337,000 | +59.0% | 10,769 | +29.8% | 0.01% | +66.7% |
| Q2 2016 | $212,000 | -9.8% | 8,297 | +8.5% | 0.00% | -25.0% |
| Q1 2016 | $235,000 | +7.3% | 7,648 | +16.5% | 0.00% | 0.0% |
| Q4 2015 | $219,000 | +3.8% | 6,564 | -3.1% | 0.00% | 0.0% |
| Q3 2015 | $211,000 | -36.1% | 6,773 | -23.0% | 0.00% | -33.3% |
| Q2 2015 | $330,000 | -4.3% | 8,792 | +1.0% | 0.01% | -14.3% |
| Q1 2015 | $345,000 | -12.0% | 8,708 | -12.3% | 0.01% | -22.2% |
| Q4 2014 | $392,000 | -29.7% | 9,929 | -29.8% | 0.01% | -40.0% |
| Q3 2014 | $558,000 | +162.0% | 14,148 | +150.5% | 0.02% | +150.0% |
| Q2 2014 | $213,000 | +301.9% | 5,649 | +295.6% | 0.01% | +200.0% |
| Q1 2014 | $53,000 | -8.6% | 1,428 | -10.4% | 0.00% | 0.0% |
| Q4 2013 | $58,000 | +18.4% | 1,594 | +3.3% | 0.00% | 0.0% |
| Q3 2013 | $49,000 | +6.5% | 1,543 | +8.1% | 0.00% | 0.0% |
| Q2 2013 | $46,000 | – | 1,427 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TRIAN FUND MANAGEMENT, L.P. | 33,940,096 | $556,617,574 | 14.84% |
| CONTINENTAL ADVISORS LLC | 343,071 | $5,626,364 | 3.00% |
| Insight Folios Inc | 371,047 | $6,085,176 | 2.70% |
| Palouse Capital Management, Inc. | 187,305 | $3,071,797 | 2.07% |
| VALUEWORKS LLC | 252,164 | $4,135 | 1.57% |
| Olstein Capital Management, L.P. | 566,000 | $9,282 | 1.45% |
| Poehling Capital Management, INC. | 257,407 | $4,221,475 | 1.42% |
| AMERICAN FINANCIAL GROUP INC | 245,000 | $4,018 | 1.25% |
| Point72 Europe (London) LLP | 307,400 | $5,041,360 | 1.10% |
| Mork Capital Management, LLC | 73,400 | $1,203,760 | 0.98% |