Bridgewater Associates - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 521 filers reported holding INVESCO LTD in Q1 2022. The put-call ratio across all filers is 2.02 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
Bridgewater Associates ownership history of INVESCO LTD
ValueSharesWeighting
Q2 2023$219,908
-73.8%
13,082
-74.8%
0.00%
-75.0%
Q2 2022$839,000
-29.8%
51,987
+0.4%
0.00%
-20.0%
Q1 2022$1,195,000
-36.0%
51,802
-36.1%
0.01%
-54.5%
Q4 2021$1,867,000
-58.0%
81,116
-55.9%
0.01%
-54.2%
Q3 2021$4,440,000
+18.3%
184,136
+31.2%
0.02%0.0%
Q2 2021$3,753,000
+10.9%
140,401
+4.7%
0.02%
-20.0%
Q1 2021$3,383,000
+130.0%
134,129
+58.9%
0.03%
+130.8%
Q4 2020$1,471,000
-12.8%
84,402
-10.0%
0.01%
-23.5%
Q4 2019$1,687,000
-93.5%
93,831
-93.9%
0.02%
-92.5%
Q3 2019$25,943,000
-21.0%
1,531,460
-21.9%
0.23%
-24.0%
Q4 2018$32,825,000
+39.6%
1,960,843
+90.7%
0.30%
+23.0%
Q3 2018$23,522,000
+22.7%
1,028,073
+42.5%
0.24%
+27.7%
Q2 2018$19,165,000
+97.5%
721,566
+138.0%
0.19%
+105.4%
Q1 2018$9,705,000
+1795.5%
303,193
+1714.9%
0.09%
+1450.0%
Q1 2017$512,000
-93.0%
16,706
-93.1%
0.01%
-91.4%
Q4 2016$7,360,000
+1459.3%
242,600
+1506.6%
0.07%
+1300.0%
Q3 2016$472,000
-93.9%
15,100
-95.0%
0.01%
-94.8%
Q2 2016$7,683,000
+1720.6%
300,822
+2128.3%
0.10%
+1500.0%
Q3 2015$422,000
-42.0%
13,500
-30.4%
0.01%
-14.3%
Q2 2015$727,000
+91.8%
19,400
+102.1%
0.01%
+133.3%
Q3 2014$379,000
-45.3%
9,600
-56.0%
0.00%
-50.0%
Q2 2013$693,00021,8000.01%
Other shareholders
INVESCO LTD shareholders Q1 2022
NameSharesValueWeighting ↓
TRIAN FUND MANAGEMENT, L.P. 45,473,859$1,182,320,00015.85%
Applied Fundamental Research, LLC 572,850$13,187,0006.34%
CONTINENTAL ADVISORS LLC 330,917$7,618,0003.21%
Full18 Capital LLC 251,443$6,389,0002.71%
Kiltearn Partners LLP 2,700,877$62,174,0002.57%
Insight Folios Inc 231,912$5,339,0002.50%
Cambridge Financial Group, Inc. 270,760$6,232,895,0002.45%
VALUEWORKS LLC 256,811$5,912,0002.34%
Olstein Capital Management, L.P. 746,900$17,194,0002.05%
Poehling Capital Management, INC. 237,769$5,473,0001.77%
View complete list of INVESCO LTD shareholders