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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
PP
301
Paloma Partners
Connecticut
$893K +$976K +39,039 New
SS
302
Simplicity Solutions
Minnesota
$874K -$507K -20,292 -35%
VF
303
Virtu Financial
New York
$873K +$953K +38,148 New
Neuberger Berman Group
304
Neuberger Berman Group
New York
$843K +$101K +4,045 +12%
BO
305
Bank OZK
Arkansas
$840K -$22.6K -904 -2%
NMERB
306
New Mexico Educational Retirement Board
New Mexico
$838K -$22.5K -900 -2%
CG
307
Colony Group
Massachusetts
$835K -$375 -15 -0%
SM
308
Sciencast Management
New Jersey
$834K +$965K +38,612 New
CGH
309
Crossmark Global Holdings
Texas
$821K +$17.9K +717 +2%
CHAM
310
Clear Harbor Asset Management
Connecticut
$821K +$952K +38,105 New
IRC
311
Investors Research Corp
Georgia
$816K +$892K +35,675 New
WB
312
Wilks Brothers
Texas
$794K
CIM
313
CenturyLink Investment Management
Colorado
$792K -$104K -4,147 -11%
MPWT
314
MassMutual Private Wealth & Trust
Connecticut
$791K +$197K +7,872 +29%
ATC
315
Argent Trust Co
Tennessee
$786K +$118K +4,720 +16%
COPPSERS
316
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$771K -$232K -9,284 -22%
BCMO
317
Buckingham Capital Management (Ohio)
Ohio
$771K -$14.9K -597 -2%
BEAM
318
Baker Ellis Asset Management
Washington
$755K +$267K +10,700 +48%
NB
319
Norinchukin Bank
Japan
$741K +$87K +3,480 +12%
PWS
320
Peloton Wealth Strategists
Indiana
$725K -$265K -10,600 -25%
CIBC Private Wealth Group
321
CIBC Private Wealth Group
Georgia
$724K -$23.8K -953 -3%
ECM
322
ETrade Capital Management
Virginia
$724K +$216K +8,628 +37%
WorldQuant Millennium Advisors
323
WorldQuant Millennium Advisors
New York
$711K +$776K +31,056 New
GAB
324
German American Bancorp
Indiana
$701K +$1.62K +65 +0.2%
BG
325
Bahl & Gaynor
Ohio
$690K -$370K -14,823 -33%