INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 470 filers reported holding INVESCO LTD in Q4 2013. The put-call ratio across all filers is 0.84 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 | $1,344,000 | -9.1% | 38,346 | -8.8% | 1.64% | -4.5% |
| Q2 2017 | $1,479,000 | +5.9% | 42,041 | -7.7% | 1.72% | +12.4% |
| Q1 2017 | $1,396,000 | +4.0% | 45,561 | +3.0% | 1.53% | +6.8% |
| Q4 2016 | $1,342,000 | -2.0% | 44,225 | -1.7% | 1.43% | +10.4% |
| Q3 2016 | $1,369,000 | +14.0% | 44,970 | -4.4% | 1.30% | +15.2% |
| Q2 2016 | $1,201,000 | -18.0% | 47,030 | -1.2% | 1.12% | -16.0% |
| Q1 2016 | $1,465,000 | -26.1% | 47,620 | -19.6% | 1.34% | -13.7% |
| Q4 2015 | $1,982,000 | -0.6% | 59,195 | -7.3% | 1.55% | -2.9% |
| Q3 2015 | $1,994,000 | -9.2% | 63,835 | +9.0% | 1.60% | +6.8% |
| Q2 2015 | $2,195,000 | +7.7% | 58,560 | +14.0% | 1.50% | -1.6% |
| Q1 2015 | $2,039,000 | -31.1% | 51,380 | -31.4% | 1.52% | -4.6% |
| Q4 2014 | $2,961,000 | -5.5% | 74,931 | -5.6% | 1.60% | -5.2% |
| Q3 2014 | $3,134,000 | +2.0% | 79,380 | -2.5% | 1.68% | +10.0% |
| Q2 2014 | $3,073,000 | +0.4% | 81,393 | -1.7% | 1.53% | -5.8% |
| Q1 2014 | $3,062,000 | +3.8% | 82,760 | +2.1% | 1.62% | +1.3% |
| Q4 2013 | $2,950,000 | +5.2% | 81,040 | -7.8% | 1.60% | +0.9% |
| Q3 2013 | $2,804,000 | -3.8% | 87,893 | -4.1% | 1.59% | -3.3% |
| Q2 2013 | $2,914,000 | – | 91,643 | – | 1.64% | – |
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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% |