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522 hedge funds and large institutions have $5.96B invested in Invesco in 2019 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 196 increasing their positions, 187 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

95% more call options, than puts

Call options by funds: $79.1M | Put options by funds: $40.5M

12% more capital invested

Capital invested by funds: $5.32B → $5.96B (+$637M)

5% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 187

6% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 81

2.04% less ownership

Funds ownership: 78.99%76.95% (-2%)

2% less funds holding

Funds holding: 534522 (-12)

Holders
522
Holders Change
-12
Holders Change %
-2.25%
% of All Funds
11.3%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
76
Increased
196
Reduced
187
Closed
81
Calls
$79.1M
Puts
$40.5M
Net Calls
+$38.5M
Net Calls Change
+$34.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
326
Cutler Group
California
$389K -$65.2K -3,488 -15%
MIS
327
Morningstar Investment Services
Illinois
$388K -$46.8K -2,502 -11%
AP
328
Advisor Partners
California
$379K +$3.42K +183 +0.9%
RIL
329
Rothschild Investment LLC
Illinois
$372K
FRM
330
Fox Run Management
Connecticut
$364K +$352K +18,828 New
HCM
331
Hollencrest Capital Management
California
$363K +$352K +18,800 New
CWM
332
Cornerstone Wealth Management
Missouri
$360K +$80.1K +4,285 New
Mariner
333
Mariner
Kansas
$358K -$297K -15,876 -46%
MC
334
Machina Capital
France
$352K +$341K +18,233 New
TC
335
Truvestments Capital
Florida
$351K +$340K +18,171 New
FBT
336
First Bank & Trust
South Dakota
$350K +$28.3K +1,514 +9%
Thrivent Financial for Lutherans
337
Thrivent Financial for Lutherans
Minnesota
$347K +$37 +2 +0%
Northwestern Mutual Wealth Management
338
Northwestern Mutual Wealth Management
Wisconsin
$343K +$72.1K +3,858 +28%
CHAM
339
Clear Harbor Asset Management
Connecticut
$338K -$311K -16,637 -49%
ZB
340
Zions Bancorporation
Utah
$338K +$148K +7,898 +82%
KRS
341
Kentucky Retirement Systems
Kentucky
$335K -$9.95K -532 -3%
MME
342
Meag Munich Ergo
Germany
$334K -$1.24M -66,085 -79%
FNC
343
First National Corp
Massachusetts
$332K +$34.6K +1,849 New
Man Group
344
Man Group
United Kingdom
$331K -$3.25M -173,845 -91%
TRCT
345
Tower Research Capital (TRC)
New York
$326K +$166K +8,900 +112%
VCA
346
Verdence Capital Advisors
Maryland
$324K +$314K +16,777 New
RWA
347
Ropes Wealth Advisors
Massachusetts
$321K -$24.8K -1,325 -7%
Twin Tree Management
348
Twin Tree Management
Texas
$320K +$89.5K +4,787 +41%
GIA
349
Gateway Investment Advisers
Ohio
$319K -$10.9K -581 -3%
PCMC
350
Paragon Capital Management (Colorado)
Colorado
$315K -$2.73K -146 -0.9%