INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 487 filers reported holding INVESCO LTD in Q2 2014. The put-call ratio across all filers is 0.23 and the average weighting 0.2%.
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 | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $13,634,000 | +11.5% | 389,107 | +12.0% | 0.05% | +10.2% |
| Q2 2017 | $12,224,000 | +6.6% | 347,379 | -7.2% | 0.05% | +6.5% |
| Q1 2017 | $11,472,000 | +32.9% | 374,526 | +31.6% | 0.05% | +27.8% |
| Q4 2016 | $8,631,000 | +36.7% | 284,488 | +40.9% | 0.04% | +38.5% |
| Q3 2016 | $6,312,000 | +37.5% | 201,849 | +12.3% | 0.03% | +30.0% |
| Q2 2016 | $4,589,000 | +24.0% | 179,696 | +49.4% | 0.02% | +25.0% |
| Q1 2016 | $3,700,000 | -14.2% | 120,255 | -6.6% | 0.02% | -11.1% |
| Q4 2015 | $4,310,000 | +8.7% | 128,731 | +1.4% | 0.02% | 0.0% |
| Q3 2015 | $3,965,000 | -17.8% | 126,966 | -1.4% | 0.02% | -10.0% |
| Q2 2015 | $4,826,000 | -51.1% | 128,733 | -48.2% | 0.02% | -50.0% |
| Q1 2015 | $9,868,000 | -1.4% | 248,623 | -1.9% | 0.04% | -7.0% |
| Q4 2014 | $10,012,000 | -7.5% | 253,350 | -7.6% | 0.04% | -6.5% |
| Q3 2014 | $10,821,000 | +9.1% | 274,085 | +4.4% | 0.05% | +15.0% |
| Q2 2014 | $9,914,000 | +12.3% | 262,627 | +10.1% | 0.04% | -2.4% |
| Q1 2014 | $8,825,000 | -0.3% | 238,503 | -1.9% | 0.04% | +10.8% |
| Q4 2013 | $8,851,000 | -43.3% | 243,151 | -50.3% | 0.04% | -47.1% |
| Q3 2013 | $15,602,000 | -48.7% | 489,101 | -48.9% | 0.07% | -56.2% |
| Q2 2013 | $30,431,000 | – | 956,937 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TRIAN FUND MANAGEMENT, L.P. | 33,940,096 | $492,810,194 | 7.50% |
| CONTINENTAL ADVISORS LLC | 329,071 | $4,778,111 | 2.54% |
| Insight Folios Inc | 354,003 | $5,140,118 | 2.51% |
| Palouse Capital Management, Inc. | 172,933 | $2,510,987 | 1.86% |
| Olstein Capital Management, L.P. | 624,000 | $9,060 | 1.55% |
| VALUEWORKS LLC | 249,309 | $3,620 | 1.32% |
| Poehling Capital Management, INC. | 254,271 | $3,692,015 | 1.29% |
| AMERICAN FINANCIAL GROUP INC | 245,000 | $3,557 | 1.22% |
| Gillson Capital LP | 1,078,299 | $15,657 | 1.16% |
| Live Oak Private Wealth LLC | 316,116 | $4,590,002 | 0.98% |