INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 542 filers reported holding INVESCO LTD in Q1 2015. The put-call ratio across all filers is 0.08 and the average weighting 0.3%.
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 2018 | $544,000 | -29.4% | 32,475 | -3.6% | 0.12% | -21.2% |
| Q3 2018 | $771,000 | -15.4% | 33,688 | -1.7% | 0.15% | -18.4% |
| Q2 2018 | $911,000 | -11.5% | 34,285 | +6.7% | 0.18% | -14.0% |
| Q1 2018 | $1,029,000 | -14.7% | 32,142 | -2.6% | 0.22% | -15.0% |
| Q4 2017 | $1,206,000 | +7.2% | 33,012 | +2.8% | 0.25% | +1.6% |
| Q3 2017 | $1,125,000 | -4.7% | 32,118 | -4.3% | 0.25% | -8.5% |
| Q2 2017 | $1,181,000 | +14.8% | 33,554 | -0.1% | 0.27% | +12.9% |
| Q1 2017 | $1,029,000 | -2.7% | 33,599 | -3.7% | 0.24% | -8.0% |
| Q4 2016 | $1,058,000 | -8.4% | 34,880 | -5.9% | 0.26% | -11.2% |
| Q3 2016 | $1,155,000 | +12.7% | 37,057 | -7.6% | 0.30% | +8.5% |
| Q2 2016 | $1,025,000 | -15.1% | 40,122 | +2.2% | 0.27% | -17.6% |
| Q1 2016 | $1,208,000 | -11.7% | 39,273 | -3.9% | 0.33% | -13.8% |
| Q4 2015 | $1,368,000 | +9.4% | 40,871 | +2.1% | 0.38% | +4.1% |
| Q3 2015 | $1,250,000 | -1.3% | 40,026 | +19.7% | 0.37% | +4.0% |
| Q2 2015 | $1,266,000 | +7.0% | 33,432 | +12.2% | 0.35% | +3.8% |
| Q1 2015 | $1,183,000 | +52.6% | 29,797 | +52.0% | 0.34% | +47.6% |
| Q4 2014 | $775,000 | +4.2% | 19,605 | +4.0% | 0.23% | -0.4% |
| Q3 2014 | $744,000 | +13.1% | 18,845 | +8.2% | 0.23% | +11.5% |
| Q2 2014 | $658,000 | +5.4% | 17,420 | +3.3% | 0.21% | -0.5% |
| Q1 2014 | $624,000 | +6.8% | 16,860 | +5.1% | 0.21% | +2.0% |
| Q4 2013 | $584,000 | +15.9% | 16,035 | +2.0% | 0.20% | 0.0% |
| Q3 2013 | $504,000 | +3.5% | 15,715 | +2.6% | 0.20% | +3.0% |
| Q2 2013 | $487,000 | – | 15,310 | – | 0.20% | – |
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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% |