Invesco Ltd. ADR (IVZ)

FINANCE: CORPORATE FINANCE
SIC: INVESTMENT ADVICE

1555 PEACHTREE STREET NE ATLANTA, GA 30309

Invesco is an independent global investment management company that is engaged in providing a variety of investment products and services to retail and institutional clients. Co.'s sole business is asset management. Co. has three principal distribution channels: Retail, Institutional, and Private Wealth Management, and its major asset classes include money market, fixed income, balanced, equity and alternatives. Co. operates in the institutional and retails segments of the investment management industry in North America, Europe and Asia-Pacific, with clients in more than 100 countries at Dec 31 2009. Also, at such date, Co. had $423.10 billion in assets under management.

Data as of 2020-07-04
Market Cap4.841 Billion Shares Outstanding458.896 Million Avg 30-day Volume8.758 Million
P/E Ratio10.1 Dividend Yield5.877 EPS1.02
Price/Sales0.956 Price cash flow ratio4.0 Price free cash flow ratio-79.8
Book Value20.68 Price to Tangible Book-0.74 Alpha-0.02
Short Interest Ratio3.75 % Short Interest to Float7.1 R-squared0.367002
BETA1.48216 52-week High/Low21.095 / 6.375 Stddev0.104187
View SEC Filings from IVZ instead.
Q1 2020 All Institutions Hedge Funds 1
Filers who had this stock in their top 10: 4 1 (0.07%)
13F Filers holding this stock: 478 83 (5.44%)
Aggregate 13F shares on 03/31/2020: 300.368 Million 92.03 Million
Aggregate 13F shares on 12/31/2019: 304.805 Million 89.891 Million
Percent change: -1.46% 2.38%
Funds creating new positions: 72 20
Funds Adding to an existing position: 190 31
Funds closing out their position: 84 27
Funds reducing their position: 161 24
1 hedge funds as identified by whalewisdom.com through public filings.

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Funds Holding IVZ (via 13F filings)

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*Shares are split adjusted
*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding IVZ BETA

Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

none

Exercise Derivative Conversion (M)

none

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

WOOD PHOEBE A

  • Director
0 2020-07-01 4

STARR LOREN M

  • Director
2,744 2020-06-30 2

GLAVIN WILLIAM FRANCIS JR

  • Director
16,663 2020-06-12 4

MEADOWS COLIN

  • Director
0 2020-05-15 1

CAROME KEVIN M

  • Director
0 2020-05-15 1

LEGE ANNETTE CFO & CAO

  • Officer
  • Director
0 2020-05-15 2

HENRIKSON C ROBERT

  • Director
55,334 2020-05-01 5

CANION ROD

  • Director
116,793 2020-04-24 4

KESSLER DENIS

  • Director
62,293 2020-04-24 4

WAGONER G RICHARD JR

  • Director
51,325 2020-04-24 4

SHEINWALD NIGEL

  • Director
30,423 2020-04-24 4

BESHAR SARAH

  • Director
34,102 2020-04-24 4

FLANAGAN MARTIN L PRESIDENT & CEO

  • Officer
  • Director
4,115,947 2020-03-30 4

SCHLOSSBERG ANDREW SENIOR MANAGING DIRECTOR

  • Officer
155,129 2020-03-15 4

MCGREEVEY GREGORY SENIOR MANAGING DIRECTOR

  • Officer
537,776 2020-03-15 3

LO ANDREW TAK SHING SENIOR MANAGING DIRECTOR

  • Officer
570,048 2020-02-28 1

GIULIANO MARK F CHIEF ADMINISTRATION OFFICER

  • Officer
75,152 2020-02-28 1

SHARP DOUGLAS J SENIOR MANAGING DIRECTOR

  • Officer
58,823 2020-02-28 1

JOHNSON BEN F. III

  • Director
55,442 2019-07-26 1

BANHAM JOHN MICHAEL MIDDLECOTT

  • Director
0 2019-05-29 0

MASSACHUSETTS MUTUAL LIFE INSURANCE CO

MASSMUTUAL HOLDING LLC

MM ASSET MANAGEMENT HOLDING LLC

  • 10% Owner
79,573,489 2019-05-24 0

PRESBY J THOMAS

  • Director
32,238 2019-05-10 0

TAYLOR PHILIP SENIOR MANAGING DIRECTOR

  • Officer
270,899 2019-03-19 0

KENNEY JEROME P

  • Director
157,496 2018-05-21 0

LAWRENCE EDWARD P

  • Director
No longer subject to file 2017-07-28 0

ELLIS RODERICK G.H. CHIEF ACCOUNTING OFFICER

  • Officer
No longer subject to file 2017-02-28 0

KELLEY KAREN DUNN SENIOR MANAGING DIRECTOR

  • Officer
712,344 2016-12-31 0

ADAMS REX D

  • Director
3,757 2015-04-02 0

ARMOUR GREGORY MARK SMD

  • Officer
383,018 2015-03-03 0

ROBERTSON JAMES SMD

  • Officer
  • Director
886,679 2012-02-28 0

HARTLEY DAVID CHIEF ACCOUNTING OFFICER

  • Officer
148,645 2011-02-28 0

MARKWALTER JOHN S JR SENIOR MANAGING DIRECTOR

  • Officer
51,732 2007-12-13 0

Insider Transactions Last 60 Days

Reporting Owners Transaction Date Transaction Code Shares Share Price Acquired or Disposed Shares Owned Following Transaction Combined shares owned after filing Direct/Indirect Ownership 10b-5
No current insider transactions
Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

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