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588 hedge funds and large institutions have $10.6B invested in Invesco in 2018 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 246 increasing their positions, 205 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $49.3M | Put options by funds: $27.3M

20% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 205

1.39% less ownership

Funds ownership: 82.43%81.04% (-1.4%)

4% less funds holding

Funds holding: 614588 (-26)

14% less capital invested

Capital invested by funds: $12.3B → $10.6B (-$1.7B)

23% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 83

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
588
Holders Change
-26
Holders Change %
-4.23%
% of All Funds
13.48%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
64
Increased
246
Reduced
205
Closed
83
Calls
$49.3M
Puts
$27.3M
Net Calls
+$22.1M
Net Calls Change
+$2.24M
Name Holding Trade Value Shares
Change
Change in
Stake
CBOA
276
Commonwealth Bank of Australia
Australia
$1.51M -$250K -7,245 -13%
RJFSA
277
Raymond James Financial Services Advisors
Florida
$1.49M +$786K +22,793 +95%
ACS
278
Archford Capital Strategies
Illinois
$1.49M +$142K +4,109 +11%
JMPWA
279
JP Morgan Private Wealth Advisors
California
$1.48M +$95.9K +2,782 +6%
SMFG
280
Sumitomo Mitsui Financial Group
Japan
$1.44M +$252K +7,295 +19%
Cerity Partners
281
Cerity Partners
New York
$1.43M -$1.56M -45,243 -50%
SBH
282
Segall Bryant & Hamill
Illinois
$1.43M -$40K -1,160 -3%
UCFA
283
United Capital Financial Advisors
Texas
$1.41M -$217K -6,296 -13%
SS
284
Simplicity Solutions
Minnesota
$1.38M -$12.5K -362 -0.8%
PIC
285
Portland Investment Counsel
Ontario, Canada
$1.38M
OPERF
286
Oregon Public Employees Retirement Fund
Oregon
$1.38M +$2.97K +86 +0.2%
PR
287
Payden & Rygel
California
$1.33M +$1.44M +41,700 New
IG
288
ING Group
Netherlands
$1.33M +$686K +19,896 +92%
Creative Planning
289
Creative Planning
Kansas
$1.3M +$6.55K +190 +0.5%
BCM
290
Brasada Capital Management
Texas
$1.29M -$31K -900 -2%
MCM
291
Mork Capital Management
California
$1.28M +$414K +12,000 +43%
BIC
292
Beach Investment Counsel
Pennsylvania
$1.26M
SFI
293
Susquehanna Fundamental Investments
Pennsylvania
$1.26M +$1.36M +39,500 New
TSS
294
Two Sigma Securities
New York
$1.25M +$1.35M +39,091 New
GLA
295
Great Lakes Advisors
Illinois
$1.24M -$12.7K -369 -0.9%
NMERB
296
New Mexico Educational Retirement Board
New Mexico
$1.24M -$10.3K -300 -0.8%
Parallax Volatility Advisers
297
Parallax Volatility Advisers
California
$1.24M +$1.01M +29,176 +306%
FFA
298
Fragasso Financial Advisors
Pennsylvania
$1.22M +$43.3K +1,257 +3%
MERSOM
299
Municipal Employees' Retirement System of Michigan
Michigan
$1.22M
CIP
300
Convergence Investment Partners
Florida
$1.2M +$14.1K +410 +1%