INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 508 filers reported holding INVESCO LTD in Q4 2020. The put-call ratio across all filers is 0.62 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $10,742,000 | +51.8% | 616,302 | -0.6% | 0.03% | +33.3% |
| Q3 2020 | $7,077,000 | +12.6% | 620,277 | +6.2% | 0.02% | +4.3% |
| Q2 2020 | $6,287,000 | +37.3% | 584,284 | +15.8% | 0.02% | +15.0% |
| Q1 2020 | $4,580,000 | +22.2% | 504,454 | +142.1% | 0.02% | +53.8% |
| Q4 2019 | $3,747,000 | -3.3% | 208,383 | -8.9% | 0.01% | -13.3% |
| Q3 2019 | $3,874,000 | -41.6% | 228,687 | -29.4% | 0.02% | -44.4% |
| Q2 2019 | $6,628,000 | +15.9% | 323,972 | +9.3% | 0.03% | +8.0% |
| Q1 2019 | $5,721,000 | +66.5% | 296,290 | +44.3% | 0.02% | +47.1% |
| Q4 2018 | $3,436,000 | +13.5% | 205,272 | +55.2% | 0.02% | +30.8% |
| Q3 2018 | $3,027,000 | -25.1% | 132,293 | -13.0% | 0.01% | -31.6% |
| Q2 2018 | $4,041,000 | -28.0% | 152,132 | -13.3% | 0.02% | -32.1% |
| Q1 2018 | $5,615,000 | -14.6% | 175,427 | -2.5% | 0.03% | -15.2% |
| Q4 2017 | $6,575,000 | +3.6% | 179,941 | -0.7% | 0.03% | -8.3% |
| Q3 2017 | $6,347,000 | -2.1% | 181,135 | -1.7% | 0.04% | -10.0% |
| Q2 2017 | $6,483,000 | +23.7% | 184,224 | +7.7% | 0.04% | +11.1% |
| Q1 2017 | $5,239,000 | -8.3% | 171,044 | -9.1% | 0.04% | -18.2% |
| Q4 2016 | $5,711,000 | +11.2% | 188,223 | +14.6% | 0.04% | +18.9% |
| Q3 2016 | $5,135,000 | +25.8% | 164,206 | +2.8% | 0.04% | +15.6% |
| Q2 2016 | $4,081,000 | -25.9% | 159,775 | -10.7% | 0.03% | -31.9% |
| Q1 2016 | $5,508,000 | -13.9% | 179,005 | -6.3% | 0.05% | -20.3% |
| Q4 2015 | $6,398,000 | +26.5% | 191,105 | +18.1% | 0.06% | +15.7% |
| Q3 2015 | $5,056,000 | -16.0% | 161,884 | +0.8% | 0.05% | -17.7% |
| Q2 2015 | $6,021,000 | -4.8% | 160,613 | +0.8% | 0.06% | -12.7% |
| Q1 2015 | $6,323,000 | +8.1% | 159,317 | +7.6% | 0.07% | -1.4% |
| Q4 2014 | $5,851,000 | +4.7% | 148,063 | +4.6% | 0.07% | -5.3% |
| Q3 2014 | $5,589,000 | +8.9% | 141,561 | +4.1% | 0.08% | +1.3% |
| Q2 2014 | $5,132,000 | +12.7% | 135,951 | +10.5% | 0.08% | +17.2% |
| Q1 2014 | $4,554,000 | +4.1% | 123,068 | +2.4% | 0.06% | -5.9% |
| Q4 2013 | $4,374,000 | +32.8% | 120,174 | +16.4% | 0.07% | +6.2% |
| Q3 2013 | $3,293,000 | +12.2% | 103,227 | +11.9% | 0.06% | -8.6% |
| Q2 2013 | $2,935,000 | – | 92,289 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TRIAN FUND MANAGEMENT, L.P. | 33,940,096 | $556,617,574 | 14.84% |
| CONTINENTAL ADVISORS LLC | 343,071 | $5,626,364 | 3.00% |
| Insight Folios Inc | 371,047 | $6,085,176 | 2.70% |
| Palouse Capital Management, Inc. | 187,305 | $3,071,797 | 2.07% |
| VALUEWORKS LLC | 252,164 | $4,135 | 1.57% |
| Olstein Capital Management, L.P. | 566,000 | $9,282 | 1.45% |
| Poehling Capital Management, INC. | 257,407 | $4,221,475 | 1.42% |
| AMERICAN FINANCIAL GROUP INC | 245,000 | $4,018 | 1.25% |
| Point72 Europe (London) LLP | 307,400 | $5,041,360 | 1.10% |
| Mork Capital Management, LLC | 73,400 | $1,203,760 | 0.98% |