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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $357,520 | +61.0% | 21,800 | +34.3% | 0.00% | +50.0% |
Q3 2022 | $222,000 | -21.6% | 16,230 | +31.9% | 0.00% | 0.0% |
Q4 2021 | $283,000 | -72.6% | 12,303 | -71.3% | 0.00% | -71.4% |
Q3 2021 | $1,033,000 | +92.0% | 42,839 | +113.0% | 0.01% | +75.0% |
Q2 2021 | $538,000 | +113.5% | 20,116 | +101.2% | 0.00% | +100.0% |
Q1 2021 | $252,000 | -79.9% | 9,997 | -86.1% | 0.00% | -84.6% |
Q4 2020 | $1,253,000 | -93.4% | 71,887 | -89.9% | 0.01% | -97.2% |
Q2 2018 | $18,917,000 | -7.3% | 712,253 | +11.7% | 0.46% | -22.5% |
Q1 2018 | $20,408,000 | +267.5% | 637,543 | +251.7% | 0.60% | +218.2% |
Q1 2017 | $5,553,000 | +0.1% | 181,283 | +0.6% | 0.19% | -35.1% |
Q1 2016 | $5,547,000 | -63.0% | 180,257 | -59.7% | 0.29% | -55.2% |
Q4 2015 | $14,988,000 | +9.9% | 447,663 | +2.5% | 0.64% | +28.1% |
Q3 2015 | $13,634,000 | -51.9% | 436,562 | -42.3% | 0.50% | -59.9% |
Q2 2015 | $28,362,000 | +221.9% | 756,521 | +240.8% | 1.25% | +144.8% |
Q1 2015 | $8,810,000 | +305.8% | 221,966 | +304.0% | 0.51% | +281.3% |
Q4 2014 | $2,171,000 | -75.2% | 54,941 | -76.3% | 0.13% | -76.5% |
Q2 2014 | $8,751,000 | +2.1% | 231,817 | +0.1% | 0.57% | -14.6% |
Q1 2014 | $8,568,000 | +4.0% | 231,568 | +2.3% | 0.67% | -17.2% |
Q4 2013 | $8,240,000 | – | 226,384 | – | 0.81% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TRIAN FUND MANAGEMENT, L.P. | 36,741,539 | $955,280,000 | 11.30% |
Applied Fundamental Research, LLC | 486,167 | $12,261,000 | 10.34% |
Insight Folios Inc | 327,542 | $8,261,000 | 5.66% |
CONTINENTAL ADVISORS LLC | 378,917 | $9,556,000 | 4.43% |
Mount Lucas Management LP | 587,926 | $14,827,000 | 4.36% |
VALUEWORKS LLC | 260,723 | $6,575,000 | 3.72% |
Kiltearn Partners LLP | 3,857,977 | $97,298,000 | 3.72% |
Olstein Capital Management, L.P. | 634,584 | $16,004,000 | 2.24% |
Wealth Enhancement & Preservation of GA, LLC | 109,117 | $2,827,000 | 2.18% |
AMJ Financial Wealth Management | 175,629 | $4,429,000 | 2.14% |