PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 569 filers reported holding INVESCO LTD in Q2 2017. The put-call ratio across all filers is 0.26 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
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. ownership history of INVESCO LTD
ValueSharesWeighting
Q4 2018$1,738,000
-27.4%
103,826
-0.8%
0.17%
-12.6%
Q3 2018$2,394,000
-8.6%
104,628
+6.2%
0.19%
-12.0%
Q2 2018$2,618,000
-17.7%
98,556
-0.8%
0.22%
-23.1%
Q1 2018$3,180,000
-13.8%
99,350
-1.5%
0.28%
-11.9%
Q4 2017$3,687,000
+3.5%
100,903
-0.8%
0.32%
+1.3%
Q3 2017$3,564,000
-13.6%
101,703
-13.3%
0.32%
-18.4%
Q2 2017$4,126,000
+13.4%
117,257
-1.3%
0.39%
+10.6%
Q1 2017$3,637,000
+1.7%
118,752
+0.8%
0.35%
-1.7%
Q4 2016$3,576,000
-2.9%
117,851
+0.1%
0.36%
-9.9%
Q3 2016$3,681,000
+24.2%
117,707
+1.4%
0.39%
+15.2%
Q2 2016$2,964,000
-15.6%
116,046
+1.7%
0.34%
-19.7%
Q1 2016$3,512,000
-99.9%
114,125
-2.5%
0.43%
-10.1%
Q4 2015$3,919,856,000
+120845.9%
117,081
+12.8%
0.47%
+6.8%
Q3 2015$3,241,000
-14.7%
103,766
+2.4%
0.44%
-6.9%
Q2 2015$3,798,000
-4.6%
101,315
+1.0%
0.48%
-3.8%
Q1 2015$3,982,000
+1.1%
100,336
+0.7%
0.50%
-2.0%
Q4 2014$3,939,000
-0.5%
99,665
-0.6%
0.51%
-8.7%
Q3 2014$3,960,000
+4.2%
100,316
-0.3%
0.55%
+8.8%
Q2 2014$3,799,000
+2.4%
100,633
+0.4%
0.51%
+0.2%
Q1 2014$3,710,000
+0.8%
100,269
-0.8%
0.51%
+2.4%
Q4 2013$3,679,000
+11.7%
101,059
-2.1%
0.50%
-3.3%
Q3 2013$3,294,000
-2.7%
103,267
-3.0%
0.51%
-13.8%
Q2 2013$3,386,000106,4710.60%
Other shareholders
INVESCO LTD shareholders Q2 2017
NameSharesValueWeighting ↓
TRIAN FUND MANAGEMENT, L.P. 33,940,096$556,617,57414.84%
CONTINENTAL ADVISORS LLC 343,071$5,626,3643.00%
Insight Folios Inc 371,047$6,085,1762.70%
Palouse Capital Management, Inc. 187,305$3,071,7972.07%
VALUEWORKS LLC 252,164$4,1351.57%
Olstein Capital Management, L.P. 566,000$9,2821.45%
Poehling Capital Management, INC. 257,407$4,221,4751.42%
AMERICAN FINANCIAL GROUP INC 245,000$4,0181.25%
Point72 Europe (London) LLP 307,400$5,041,3601.10%
Mork Capital Management, LLC 73,400$1,203,7600.98%
View complete list of INVESCO LTD shareholders