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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
BCMO
326
Buckingham Capital Management (Ohio)
Ohio
$1.18M +$398K +10,192 +52%
LPL Financial
327
LPL Financial
California
$1.16M -$298K -7,640 -21%
WBC
328
Westpac Banking Corp
Australia
$1.16M -$83.5K -2,137 -8%
RDM
329
Retirement Design & Management
Connecticut
$1.15M +$2.46K +63 +0.2%
KRS
330
Kentucky Retirement Systems
Kentucky
$1.15M -$122K -3,136 -10%
ARTA
331
A.R.T. Advisors
New York
$1.13M -$1.57M -40,283 -59%
DCM
332
Driehaus Capital Management
Illinois
$1.11M +$522K +13,377 +92%
GWM
333
Gupta Wealth Management
California
$1.09M +$1.08M +27,591 New
CK
334
Carnick & Kubik
Colorado
$1.09M -$4.49K -115 -0.4%
TI
335
Trexquant Investment
Connecticut
$1.08M -$703K -18,000 -40%
AHC
336
Adell Harriman & Carpenter
Texas
$1.07M +$191K +4,900 +22%
PSUF
337
People's United Financial
Connecticut
$1.05M +$321K +8,228 +45%
Rafferty Asset Management
338
Rafferty Asset Management
New York
$983K +$466K +11,932 +93%
QSS
339
Quantitative Systematic Strategies
Florida
$967K -$1.78M -45,513 -65%
PP
340
Paloma Partners
Connecticut
$954K +$146K +3,727 +18%
ANRIA
341
American National Registered Investment Advisor
Texas
$920K -$25.4K -650 -3%
CNB
342
City National Bank
California
$910K -$32.7K -838 -4%
CIP
343
Convergence Investment Partners
Florida
$906K +$892K +22,830 New
CC
344
ClearArc Capital
Ohio
$900K +$197K +5,051 +29%
SC
345
Scotia Capital
Ontario, Canada
$886K +$87.8K +2,249 +11%
YP
346
Yellowstone Partners
Idaho
$882K +$114K +2,919 +15%
HHC
347
Hutchin Hill Capital
New York
$865K +$851K +21,800 New
FTC
348
Farmers Trust Company
Ohio
$864K +$850K +21,761 +98,914%
Allianz Asset Management
349
Allianz Asset Management
Germany
$834K
HC
350
Highmount Capital
New York
$824K -$1.53M -39,115 -65%