We are live on ! Find out more

541 hedge funds and large institutions have $10.1B invested in Invesco in 2017 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 211 increasing their positions, 197 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

404% more call options, than puts

Call options by funds: $66.9M | Put options by funds: $13.3M

7% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 197

3% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 64

1% more capital invested

Capital invested by funds: $9.99B → $10.1B (+$88.3M)

0.66% more ownership

Funds ownership: 80.54%81.2% (+0.66%)

1% less funds holding

Funds holding: 548541 (-7)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
541
Holders Change
-7
Holders Change %
-1.28%
% of All Funds
13.47%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
66
Increased
211
Reduced
197
Closed
64
Calls
$66.9M
Puts
$13.3M
Net Calls
+$53.6M
Net Calls Change
-$4.97M
Name Holding Trade Value Shares
Change
Change in
Stake
DCP
326
DSM Capital Partners
Florida
$736K -$56.9M -1,820,382 -99%
Commonwealth Equity Services
327
Commonwealth Equity Services
Massachusetts
$724K +$13.7K +437 +2%
CS
328
Comerica Securities
Michigan
$710K +$724K +23,169 New
AIA
329
Allegis Investment Advisors
Idaho
$703K +$49.5K +1,585 +7%
CG
330
Clinton Group
New York
$681K -$1.68M -53,764 -71%
ERSOT
331
Employees Retirement System of Texas
Texas
$674K -$250K -8,000 -27%
LS
332
Livforsakringsbolaget Skandia
Sweden
$673K -$753K -24,100 -52%
EP
333
Elkfork Partners
Oregon
$670K +$54.2K +1,734 +9%
O
334
OppenheimerFunds
New York
$669K +$56.5K +1,809 +9%
BO
335
Bank OZK
Arkansas
$669K +$71.9K +2,300 +12%
ANRIA
336
American National Registered Investment Advisor
Texas
$662K -$1.41K -45 -0.2%
N
337
Nuveen
North Carolina
$661K -$193K -6,163 -22%
DADC
338
D.A. Davidson & Co
Montana
$655K +$203K +6,485 +43%
AT
339
Argent Trust
Texas
$651K -$10.6K -340 -2%
4IG
340
440 Investment Group
Kansas
$647K +$660K +21,120 New
FWCM
341
Ferguson Wellman Capital Management
Oregon
$645K -$46.9K -1,502 -7%
GCA
342
Greenwood Capital Associates
South Carolina
$629K +$165K +5,265 +34%
MCM
343
Maple Capital Management
Vermont
$613K -$14.1K -450 -2%
MML Investors Services
344
MML Investors Services
Massachusetts
$608K +$621K +19,856 New
LIA
345
LS Investment Advisors
Michigan
$604K +$45.5K +1,456 +8%
MNBTD
346
Moody National Bank Trust Division
Texas
$593K
BSWMG
347
Barrington Strategic Wealth Management Group
Illinois
$583K +$3.75K +120 +0.6%
BC
348
Brinker Capital
Pennsylvania
$582K +$131K +4,179 +28%
OMCS
349
Old Mutual Customised Solutions
South Africa
$564K
GHCM
350
Glen Harbor Capital Management
California
$551K +$44.6K +1,428 +9%