INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 511 filers reported holding INVESCO LTD in Q3 2014. The put-call ratio across all filers is 0.36 and the average weighting 0.3%.
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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $203,000 | +1.0% | 7,582 | -34.4% | 0.06% | -40.4% |
| Q4 2020 | $201,000 | -49.0% | 11,560 | -50.2% | 0.10% | +182.9% |
| Q3 2019 | $394,000 | -81.7% | 23,235 | -77.9% | 0.04% | -63.5% |
| Q2 2019 | $2,153,000 | -30.0% | 105,210 | -21.7% | 0.10% | -14.3% |
| Q3 2018 | $3,074,000 | +17.6% | 134,341 | +36.6% | 0.11% | +19.1% |
| Q2 2018 | $2,613,000 | -27.8% | 98,376 | -13.0% | 0.09% | -31.4% |
| Q1 2018 | $3,621,000 | -63.1% | 113,119 | -57.8% | 0.14% | -63.9% |
| Q4 2017 | $9,805,000 | +169.4% | 268,348 | +158.4% | 0.38% | +181.5% |
| Q3 2017 | $3,639,000 | +43.0% | 103,857 | +43.6% | 0.14% | +40.6% |
| Q2 2017 | $2,545,000 | +167.1% | 72,331 | +132.6% | 0.10% | +166.7% |
| Q1 2017 | $953,000 | -93.7% | 31,102 | -93.7% | 0.04% | -94.1% |
| Q4 2016 | $15,052,000 | +308.4% | 496,124 | +243.8% | 0.61% | +317.0% |
| Q2 2016 | $3,686,000 | +126.7% | 144,309 | +173.2% | 0.15% | +129.7% |
| Q1 2016 | $1,626,000 | +12.6% | 52,829 | +22.5% | 0.06% | +12.3% |
| Q4 2015 | $1,444,000 | +4.0% | 43,141 | -3.0% | 0.06% | -10.9% |
| Q3 2015 | $1,389,000 | -90.5% | 44,476 | -88.6% | 0.06% | -87.8% |
| Q2 2015 | $14,590,000 | +213.2% | 389,177 | +231.6% | 0.52% | +216.3% |
| Q1 2015 | $4,658,000 | -69.9% | 117,360 | -70.0% | 0.17% | -68.2% |
| Q4 2014 | $15,456,000 | +184.5% | 391,095 | +184.2% | 0.52% | +218.3% |
| Q3 2014 | $5,433,000 | +10.7% | 137,623 | +5.8% | 0.16% | +24.2% |
| Q2 2014 | $4,910,000 | +592.5% | 130,075 | +567.7% | 0.13% | +528.6% |
| Q4 2013 | $709,000 | -88.6% | 19,480 | -90.0% | 0.02% | -88.5% |
| Q3 2013 | $6,212,000 | – | 194,742 | – | 0.18% | – |
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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% |