Trian Partners Portfolio: Top 5 Stocks

4. Invesco Ltd. (NYSE:IVZ)

Trian Partners’ Stake Value: $955.7 million
Percentage of Trian Partners’ 13F Portfolio: 11.17%
Number of Hedge Fund Holders: 40

Invesco Ltd. (NYSE:IVZ) is an independent investment management company that provides investment management, equity, and fixed income services to retail and institutional clients. Headquartered in Atlanta, Georgia, the company ranks fourth on our list of the top 9 stocks in Trian Partners portfolio.

Citi analyst William Katz is bullish on Invesco Ltd. (NYSE:IVZ), upgrading the company to Buy from Neutral with a price target of $34, up from $29, noting that the company has among the highest upside potential in its sector.

As of the end of the second quarter, 40 hedge funds tracked by Insider Monkey reported owning stakes in Invesco Ltd. (NYSE:IVZ). The total worth of these stakes is $1.34 billion. This shows the hedge fund sentiment is positive for the company as 32 funds had stakes in Invesco Ltd. (NYSE:IVZ) in the previous quarter, with a total worth of $1.24 billion. Nelson Peltz of Trian Partners holds 36.75 million shares of the company, amounting to over $955.6 million in worth and representing 11.17% of his portfolio value.