ADAGE CAPITAL PARTNERS GP, L.L.C. - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 448 filers reported holding INVESCO LTD in Q2 2020. The put-call ratio across all filers is 1.08 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
ADAGE CAPITAL PARTNERS GP, L.L.C. ownership history of INVESCO LTD
ValueSharesWeighting
Q3 2023$6,476,922
-15.6%
446,069
-2.3%
0.02%
-11.8%
Q2 2023$7,673,244
+2.7%
456,469
+0.2%
0.02%0.0%
Q1 2023$7,468,052
-10.3%
455,369
-1.6%
0.02%
-15.0%
Q4 2022$8,321,616
+31.0%
462,569
-0.2%
0.02%
+25.0%
Q3 2022$6,350,000
+12.3%
463,469
+32.2%
0.02%
+23.1%
Q2 2022$5,656,000
-32.6%
350,669
-3.6%
0.01%
-18.8%
Q1 2022$8,386,000
+0.2%
363,6690.0%0.02%
+6.7%
Q4 2021$8,372,000
-8.2%
363,669
-3.9%
0.02%
-16.7%
Q3 2021$9,120,000
-11.1%
378,269
-1.4%
0.02%
-10.0%
Q2 2021$10,253,000
+3.3%
383,569
-2.5%
0.02%0.0%
Q1 2021$9,923,000
+41.9%
393,469
-1.9%
0.02%
+33.3%
Q4 2020$6,994,000
+46.9%
401,269
-3.8%
0.02%
+25.0%
Q3 2020$4,761,000
+2.7%
417,269
-3.2%
0.01%0.0%
Q2 2020$4,636,000
+16.6%
430,869
-1.6%
0.01%0.0%
Q1 2020$3,977,000
-65.7%
437,969
-32.2%
0.01%
-58.6%
Q4 2019$11,609,000
+47.0%
645,669
+38.5%
0.03%
+52.6%
Q3 2019$7,899,000
-18.0%
466,269
-0.9%
0.02%
-20.8%
Q2 2019$9,628,000
+91.2%
470,569
+80.5%
0.02%
+84.6%
Q1 2019$5,035,000
-40.3%
260,769
-48.2%
0.01%
-43.5%
Q4 2018$8,431,000
-30.3%
503,669
-4.7%
0.02%
-14.8%
Q3 2018$12,096,000
+74.9%
528,669
+103.0%
0.03%
+68.8%
Q2 2018$6,915,000
-13.3%
260,369
+4.5%
0.02%
-15.8%
Q1 2018$7,976,000
-75.6%
249,169
-72.2%
0.02%
-74.3%
Q4 2017$32,717,000
+60.6%
895,369
+54.0%
0.07%
+48.0%
Q3 2017$20,375,000
-26.5%
581,469
-26.2%
0.05%
-26.5%
Q2 2017$27,715,000
+24.1%
787,569
+8.0%
0.07%
+21.4%
Q1 2017$22,338,000
+25.3%
729,269
+24.1%
0.06%
+14.3%
Q4 2016$17,827,000
-50.2%
587,569
-48.7%
0.05%
-50.5%
Q3 2016$35,825,000
+126.2%
1,145,669
+84.7%
0.10%
+130.2%
Q2 2016$15,839,000
-61.8%
620,169
-53.9%
0.04%
-61.6%
Q1 2016$41,434,000
-37.1%
1,346,569
-31.6%
0.11%
-35.3%
Q4 2015$65,874,000
+27.1%
1,967,569
+18.6%
0.17%
+20.1%
Q3 2015$51,816,000
+768.4%
1,659,169
+942.4%
0.14%
+860.0%
Q2 2015$5,967,000
-91.5%
159,169
-91.0%
0.02%
-91.2%
Q1 2015$69,913,000
-37.5%
1,761,469
-37.8%
0.17%
-38.0%
Q4 2014$111,860,000
+23.6%
2,830,469
+23.5%
0.27%
+22.3%
Q3 2014$90,488,000
+22.8%
2,291,969
+17.4%
0.22%
+17.9%
Q2 2014$73,672,000
+198.9%
1,951,569
+193.0%
0.19%
+183.6%
Q1 2014$24,646,000
-40.5%
666,100
-41.5%
0.07%
-39.1%
Q4 2013$41,416,000
+69.7%
1,137,800
+48.7%
0.11%
+57.1%
Q3 2013$24,410,000
-31.2%
765,200
-31.4%
0.07%
-35.8%
Q2 2013$35,464,000
+13.0%
1,115,200
+2.9%
0.11%
+4.8%
Q1 2013$31,390,0001,083,9000.10%
Other shareholders
INVESCO LTD shareholders Q2 2020
NameSharesValueWeighting ↓
Kiltearn Partners LLP 7,127,910$224,387,0005.45%
Cornerstone Capital, Inc. 508,664$16,282,0002.68%
REINHART PARTNERS, LLC. 748,212$23,950,0002.47%
Signature Wealth Management Group 97,832$3,132,0002.42%
WATERS PARKERSON & CO., LLC 738,159$23,628,0002.07%
ZWJ INVESTMENT COUNSEL INC 714,155$22,860,0002.06%
COMMUNITY TRUST & INVESTMENT CO 483,320$15,471,0001.87%
TEALWOOD ASSET MANAGEMENT INC 135,117$4,325,0001.72%
Poehling Capital Management, INC. 61,955$1,983,0001.60%
Nelson Capital Management, LLC 192,267$6,154,0001.60%
View complete list of INVESCO LTD shareholders