We are live on ! Find out more

544 hedge funds and large institutions have $14.3B invested in Invesco in 2015 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 215 increasing their positions, 222 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

593% more call options, than puts

Call options by funds: $69.4M | Put options by funds: $10M

0.05% more ownership

Funds ownership: 84.48%84.53% (+0.05%)

3% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 222

3% less funds holding

Funds holding: 560544 (-16)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

15% less capital invested

Capital invested by funds: $16.8B → $14.3B (-$2.48B)

19% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 52

Holders
544
Holders Change
-16
Holders Change %
-2.86%
% of All Funds
14.5%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.27%
New
42
Increased
215
Reduced
222
Closed
52
Calls
$69.4M
Puts
$10M
Net Calls
+$59.4M
Net Calls Change
+$38.4M
Name Holding Trade Value Shares
Change
Change in
Stake
JG
301
Jefferies Group
New York
$1.59M +$1.28M +32,826 +450%
AF
302
Ally Financial
Michigan
$1.59M +$1.56M +40,000 New
NIC
303
Northwest Investment Counselors
Oregon
$1.58M -$12.1K -309 -0.8%
MCM
304
Millie Capital Management
California
$1.57M -$11K -282 -0.7%
MM
305
Midas Management
New York
$1.55M +$1.52M +39,000 New
JMPWA
306
JP Morgan Private Wealth Advisors
California
$1.54M +$380K +9,718 +33%
CIBC Asset Management
307
CIBC Asset Management
Ontario, Canada
$1.53M +$5.51K +141 +0.4%
QT
308
Quantbot Technologies
New York
$1.52M -$549K -14,069 -27%
CSS
309
Cubist Systematic Strategies
Connecticut
$1.51M -$1.79M -45,738 -55%
ARC
310
Absolute Return Capital
Massachusetts
$1.42M -$2.57M -65,854 -65%
CBOA
311
Commonwealth Bank of Australia
Australia
$1.4M -$11.7K -300 -0.8%
CCM
312
Condor Capital Management
New Jersey
$1.4M +$16.1K +413 +1%
BIC
313
Beach Investment Counsel
Pennsylvania
$1.36M
ICM
314
ICC Capital Management
Florida
$1.36M +$23K +590 +2%
SMDAM
315
Sumitomo Mitsui DS Asset Management
Japan
$1.35M -$97K -2,484 -7%
SFP
316
Santa Fe Partners
New Mexico
$1.33M -$2.62M -67,174 -67%
CAM
317
Capstone Asset Management
Texas
$1.33M +$235K +6,010 +22%
WCM
318
Wunderlich Capital Managemnt
Tennessee
$1.32M -$5.51K -141 -0.4%
Brown Advisory
319
Brown Advisory
Maryland
$1.31M +$12.6K +322 +1%
BNP Paribas Asset Management
320
BNP Paribas Asset Management
France
$1.28M +$607K +15,536 +93%
RJA
321
Raymond James & Associates
Florida
$1.24M -$190K -4,868 -13%
RBA
322
Richard Bernstein Advisors
New York
$1.24M
LSERS
323
Louisiana State Employees Retirement System
Louisiana
$1.23M -$58.6K -1,500 -5%
NIT
324
NumerixS Investment Technologies
British Columbia, Canada
$1.23M +$590K +15,100 +96%
Two Sigma Advisers
325
Two Sigma Advisers
New York
$1.19M -$3.22M -82,500 -73%