INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 534 filers reported holding INVESCO LTD in Q4 2015. The put-call ratio across all filers is 0.33 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 2018 | $294,000 | -36.5% | 12,835 | -26.4% | 0.15% | -30.6% |
| Q2 2018 | $463,000 | -17.2% | 17,450 | 0.0% | 0.22% | -19.9% |
| Q1 2018 | $559,000 | -13.7% | 17,450 | -1.6% | 0.28% | -10.4% |
| Q4 2017 | $648,000 | +4.3% | 17,725 | 0.0% | 0.31% | -1.0% |
| Q3 2017 | $621,000 | -18.4% | 17,725 | -18.0% | 0.31% | -1.9% |
| Q2 2017 | $761,000 | +15.0% | 21,625 | 0.0% | 0.32% | +13.2% |
| Q1 2017 | $662,000 | +0.8% | 21,625 | -0.2% | 0.28% | -6.0% |
| Q4 2016 | $657,000 | -3.1% | 21,670 | 0.0% | 0.30% | -5.4% |
| Q3 2016 | $678,000 | +15.5% | 21,670 | -5.7% | 0.32% | +15.8% |
| Q2 2016 | $587,000 | -17.0% | 22,970 | 0.0% | 0.27% | -20.2% |
| Q1 2016 | $707,000 | -8.1% | 22,970 | 0.0% | 0.34% | -8.8% |
| Q4 2015 | $769,000 | +7.3% | 22,970 | 0.0% | 0.38% | +0.3% |
| Q3 2015 | $717,000 | -17.5% | 22,970 | -0.9% | 0.37% | -11.2% |
| Q2 2015 | $869,000 | -5.5% | 23,170 | 0.0% | 0.42% | -4.5% |
| Q1 2015 | $920,000 | -2.2% | 23,170 | -2.7% | 0.44% | +1.6% |
| Q4 2014 | $941,000 | -0.4% | 23,820 | -0.5% | 0.43% | -4.2% |
| Q3 2014 | $945,000 | +4.5% | 23,940 | 0.0% | 0.45% | +5.8% |
| Q2 2014 | $904,000 | +2.0% | 23,940 | 0.0% | 0.43% | -3.4% |
| Q1 2014 | $886,000 | +1.7% | 23,940 | 0.0% | 0.44% | +0.5% |
| Q4 2013 | $871,000 | +13.9% | 23,940 | -0.2% | 0.44% | +1.6% |
| Q3 2013 | $765,000 | -2.2% | 23,980 | -2.5% | 0.43% | -2.3% |
| Q2 2013 | $782,000 | – | 24,605 | – | 0.44% | – |
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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% |