We are live on ! Find out more

565 hedge funds and large institutions have $7.63B invested in Invesco in 2018 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 223 increasing their positions, 198 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

13% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 198

12% more call options, than puts

Call options by funds: $63.7M | Put options by funds: $57.1M

10% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 72

0.97% more ownership

Funds ownership: 79.99%80.96% (+0.97%)

0% more funds holding

Funds holding: 563565 (+2)

13% less capital invested

Capital invested by funds: $8.73B → $7.63B (-$1.09B)

Holders
565
Holders Change
+2
Holders Change %
+0.36%
% of All Funds
12.92%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
79
Increased
223
Reduced
198
Closed
72
Calls
$63.7M
Puts
$57.1M
Net Calls
+$6.65M
Net Calls Change
-$6.67M
Name Holding Trade Value Shares
Change
Change in
Stake
AB
276
Amalgamated Bank
New York
$1.17M -$32.1K -1,284 -2%
US Bancorp
277
US Bancorp
Minnesota
$1.16M -$61.6K -2,465 -5%
AQR Capital Management
278
AQR Capital Management
Connecticut
$1.16M -$32.9M -1,315,788 -96%
CII
279
Capital International Inc
California
$1.15M +$1.03M +41,400 +457%
Jones Financial Companies
280
Jones Financial Companies
Missouri
$1.14M -$104K -4,168 -8%
AHC
281
Adell Harriman & Carpenter
Texas
$1.13M -$132K -5,300 -10%
MA
282
MUFG Americas
New York
$1.11M +$85.8K +3,434 +8%
CB
283
Chemical Bank
Michigan
$1.11M -$18.2K -730 -1%
AG
284
Advisor Group
Arizona
$1.09M +$495K +19,811 +71%
CS
285
Candriam SCA
Luxembourg
$1.09M +$268K +10,736 +29%
SIA
286
Sit Investment Associates
Minnesota
$1.09M -$587K -23,475 -33%
OI
287
Oakbrook Investments
Illinois
$1.08M +$352K +14,094 +42%
TI
288
Trexquant Investment
Connecticut
$1.07M +$1.17M +46,903 New
SBH
289
Segall Bryant & Hamill
Illinois
$1.07M -$29.4K -1,175 -2%
Cerity Partners
290
Cerity Partners
New York
$1.03M -$41.2K -1,650 -4%
OPERF
291
Oregon Public Employees Retirement Fund
Oregon
$1.03M +$15K +600 +1%
HIMCH
292
Hartford Investment Management Co (HIMCO)
Connecticut
$1.03M -$33.8K -1,351 -3%
PIC
293
Portland Investment Counsel
Ontario, Canada
$986K
TRSOTSOK
294
Teachers Retirement System of the State of Kentucky
Kentucky
$971K -$18.1M -724,600 -94%
GH
295
GAM Holding
Switzerland
$934K +$433K +17,343 +74%
ACS
296
Archford Capital Strategies
Illinois
$924K -$24.2K -970 -2%
Commonwealth Equity Services
297
Commonwealth Equity Services
Massachusetts
$921K +$309K +12,379 +44%
WPC
298
Waters Parkerson & Co
Louisiana
$912K -$17.4M -695,441 -95%
PAG
299
Private Advisor Group
New Jersey
$910K +$412K +16,495 +71%
BIC
300
Beach Investment Counsel
Pennsylvania
$904K