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457 hedge funds and large institutions have $3.77B invested in Invesco in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 148 increasing their positions, 182 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 52

10% more capital invested

Capital invested by funds: $3.42B → $3.77B (+$358M)

2.63% more ownership

Funds ownership: 69.2%71.83% (+2.6%)

2% more funds holding

Funds holding: 450457 (+7)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less call options, than puts

Call options by funds: $26.3M | Put options by funds: $26.4M

19% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 182

Holders
457
Holders Change
+7
Holders Change %
+1.56%
% of All Funds
9.22%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
60
Increased
148
Reduced
182
Closed
52
Calls
$26.3M
Puts
$26.4M
Net Calls
-$182K
Net Calls Change
+$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
276
AlphaCentric Advisors
Puerto Rico
$249K -$15K -1,420 -6%
LSV Asset Management
277
LSV Asset Management
Illinois
$245K
SIM
278
Sentry Investment Management
Wisconsin
$245K
BFM
279
Boothbay Fund Management
New York
$240K +$223K +21,000 New
NIC
280
Northwest Investment Counselors
Oregon
$231K -$163K -15,386 -43%
CIAS
281
Capital Investment Advisory Services
North Carolina
$230K -$29K -2,738 -12%
WA
282
Winfield Associates
Ohio
$228K -$13.9K -1,310 -6%
LSERS
283
Louisiana State Employees Retirement System
Louisiana
$218K +$30.7K +2,900 +18%
Mackenzie Financial
284
Mackenzie Financial
Ontario, Canada
$213K -$8.54M -806,122 -98%
ACM
285
AlphaCrest Capital Management
New York
$213K -$103K -9,700 -34%
FAAS
286
First Allied Advisory Services
California
$211K -$24.4K -2,301 -11%
NCM
287
Novare Capital Management
North Carolina
$211K
NB
288
Norinchukin Bank
Japan
$210K -$7.7K -727 -4%
JG
289
Jefferies Group
New York
$210K +$195K +18,400 New
Nordea Investment Management
290
Nordea Investment Management
Sweden
$208K -$213K -20,110 -53%
TNB
291
TCF National Bank
South Dakota
$206K -$50.3K -4,750 -21%
RIA
292
Realta Investment Advisors
Delaware
$206K +$191K +18,036 New
SPC
293
Sigma Planning Corp
Michigan
$205K -$140K -13,179 -42%
AAM
294
Advisors Asset Management
Colorado
$205K -$8.7K -821 -4%
FDCDDQ
295
Federation des caisses Desjardins du Quebec
Quebec, Canada
$204K -$14.5K -1,371 -7%
CAM
296
Carret Asset Management
New York
$201K -$10.6K -1,000 -5%
NHC
297
Nicholas Hoffman & Company
Georgia
$201K +$42.2K +3,984 +29%
DC
298
Davenport & Co
Virginia
$198K -$21.9K -2,071 -11%
Daiwa Securities Group
299
Daiwa Securities Group
Japan
$197K +$7.84K +740 +4%
Thrivent Financial for Lutherans
300
Thrivent Financial for Lutherans
Minnesota
$196K -$2.85K -269 -2%