INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 616 filers reported holding INVESCO LTD in Q4 2017. The put-call ratio across all filers is 0.58 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $739,727 | -23.7% | 49,447 | -15.4% | 0.14% | -33.5% |
| Q1 2024 | $969,155 | -0.0% | 58,418 | +7.5% | 0.21% | -15.4% |
| Q4 2023 | $969,212 | +216.2% | 54,328 | +190.6% | 0.25% | +147.0% |
| Q1 2023 | $306,549 | -10.0% | 18,692 | -1.3% | 0.10% | -27.0% |
| Q4 2022 | $340,533 | -30.5% | 18,929 | -6.9% | 0.14% | -55.7% |
| Q3 2021 | $490,000 | -9.4% | 20,334 | +0.6% | 0.31% | -37.2% |
| Q2 2021 | $541,000 | +63.9% | 20,221 | +10.1% | 0.49% | +85.0% |
| Q4 2019 | $330,000 | -16.2% | 18,372 | -21.0% | 0.27% | -25.9% |
| Q3 2019 | $394,000 | +55.7% | 23,253 | +87.9% | 0.36% | +113.7% |
| Q2 2019 | $253,000 | -30.5% | 12,373 | -34.3% | 0.17% | -18.4% |
| Q1 2019 | $364,000 | -53.4% | 18,828 | -15.6% | 0.21% | -6.8% |
| Q3 2017 | $781,000 | +217.5% | 22,300 | +218.6% | 0.22% | +160.0% |
| Q2 2017 | $246,000 | -33.2% | 7,000 | -41.7% | 0.08% | -43.3% |
| Q1 2017 | $368,000 | -39.7% | 12,000 | -38.5% | 0.15% | -58.3% |
| Q3 2016 | $610,000 | – | 19,500 | – | 0.36% | – |
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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% |