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IVZ —
Invesco Ltd.
CUSIP: G491BT108 · Held by 4 superinvestors · Combined value: $128,990,229
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Nelson Peltz | 2.0% | $78,046,699 | 2,970,944 | REDUCE | -11,657,511 |
| 2 | Ken Griffin | 0.0% | $44,086,576 | 1,678,210 | REDUCE | -3,959,603 |
| 3 | Robert Olstein | 1.3% | $6,121,000 | 233,000 | REDUCE | -71,000 |
| 4 | Ray Dalio | 0.0% | $735,954 | 28,015 | REDUCE | -18,452 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Ken Griffin | REDUCE | -3,959,603 | -70.2% |
| Nelson Peltz | REDUCE | -11,657,511 | -79.7% |
| Ray Dalio | REDUCE | -18,452 | -39.7% |
| Robert Olstein | REDUCE | -71,000 | -23.4% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Ray Dalio | NEW BUY | +46,467 | New |
| Ken Griffin | ADD | +1,146,074 | +25.5% |
| Robert Olstein | REDUCE | -77,120 | -20.2% |
| Jim Simons | SOLD | -442,600 | Exit |
Who Owns IVZ? Superinvestor Holdings
Invesco Ltd. is held by 4 tracked superinvestors, with a combined position value of $129 million . The largest positions are held by Nelson Peltz (2.0% of portfolio), Ken Griffin (0.0% of portfolio), Robert Olstein (1.3% of portfolio).
In the most recent quarter4 reduced or exited.