INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 615 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,940,013 | -15.4% | 133,610 | -2.0% | 0.01% | 0.0% |
| Q2 2023 | $2,292,324 | +240.5% | 136,369 | +1829.1% | 0.01% | +350.0% |
| Q1 2023 | $673,147 | +298.3% | 7,069 | -32.5% | 0.00% | 0.0% |
| Q2 2022 | $169,000 | -68.4% | 10,472 | -67.2% | 0.00% | -94.4% |
| Q4 2018 | $534,000 | -48.4% | 31,920 | -29.4% | 0.04% | -50.0% |
| Q3 2018 | $1,034,000 | -16.9% | 45,208 | -3.5% | 0.07% | -21.7% |
| Q2 2018 | $1,245,000 | -13.1% | 46,858 | +4.7% | 0.09% | -16.4% |
| Q1 2018 | $1,432,000 | -56.4% | 44,749 | -50.3% | 0.11% | -50.2% |
| Q4 2017 | $3,288,000 | +14.3% | 89,992 | +9.7% | 0.22% | +8.3% |
| Q3 2017 | $2,876,000 | +37.2% | 82,068 | +37.8% | 0.20% | +15.9% |
| Q2 2017 | $2,096,000 | +16.3% | 59,552 | +1.2% | 0.18% | +16.6% |
| Q1 2017 | $1,803,000 | – | 58,874 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TRIAN FUND MANAGEMENT, L.P. | 33,940,096 | $492,810,194 | 7.50% |
| CONTINENTAL ADVISORS LLC | 329,071 | $4,778,111 | 2.54% |
| Insight Folios Inc | 354,003 | $5,140,118 | 2.51% |
| Palouse Capital Management, Inc. | 172,933 | $2,510,987 | 1.86% |
| Olstein Capital Management, L.P. | 624,000 | $9,060 | 1.55% |
| VALUEWORKS LLC | 249,309 | $3,620 | 1.32% |
| Poehling Capital Management, INC. | 254,271 | $3,692,015 | 1.29% |
| AMERICAN FINANCIAL GROUP INC | 245,000 | $3,557 | 1.22% |
| Gillson Capital LP | 1,078,299 | $15,657 | 1.16% |
| Live Oak Private Wealth LLC | 316,116 | $4,590,002 | 0.98% |