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513 hedge funds and large institutions have $5.2B invested in Invesco in 2019 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 190 increasing their positions, 202 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $72.8M | Put options by funds: $34.5M

6% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 202

1.47% less ownership

Funds ownership: 66.81%65.33% (-1.5%)

3% less funds holding

Funds holding: 530513 (-17)

18% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 71

24% less capital invested

Capital invested by funds: $6.83B → $5.2B (-$1.63B)

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
513
Holders Change
-17
Holders Change %
-3.21%
% of All Funds
11.25%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
58
Increased
190
Reduced
202
Closed
71
Calls
$72.8M
Puts
$34.5M
Net Calls
+$38.3M
Net Calls Change
-$85.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
326
Capital Investment Advisory Services
North Carolina
$350K +$51.1K +2,897 +16%
RJT
327
Raymond James Trust
Florida
$349K -$276K -15,646 -43%
SEI Investments
328
SEI Investments
Pennsylvania
$345K -$1.55M -87,973 -81%
ECM
329
Everence Capital Management
Indiana
$345K
RIL
330
Rothschild Investment LLC
Illinois
$344K +$17.7K +1,000 +5%
PP
331
Pegasus Partners
Wisconsin
$342K -$1.03M -58,437 -74%
ALAM
332
Asahi Life Asset Management
Japan
$340K +$71.5K +4,050 +25%
O
333
Ossiam
France
$340K +$313K +17,728 +765%
RIM
334
Redwood Investment Management
Arizona
$337K +$76.2K +4,318 +28%
KRS
335
Kentucky Retirement Systems
Kentucky
$334K +$19.2K +1,085 +6%
WS
336
Wedbush Securities
California
$333K +$11.4K +646 +3%
KeyBank National Association
337
KeyBank National Association
Ohio
$332K -$160K -9,039 -32%
CANY
338
Caxton Associates (New York)
New York
$332K +$346K +19,575 New
Nordea Investment Management
339
Nordea Investment Management
Sweden
$325K -$36.1K -2,044 -10%
Northwestern Mutual Wealth Management
340
Northwestern Mutual Wealth Management
Wisconsin
$324K -$22K -1,245 -6%
HF
341
HRT Financial
New York
$324K +$129K +7,281 +61%
PHK
342
Point72 Hong Kong
Hong Kong
$318K +$331K +18,747 New
GBT
343
Grove Bank & Trust
Florida
$314K +$40.5K +2,294 +14%
LSERS
344
Louisiana State Employees Retirement System
Louisiana
$313K -$28.3K -1,600 -8%
Fifth Third Bancorp
345
Fifth Third Bancorp
Ohio
$304K -$1.22K -69 -0.4%
Thrivent Financial for Lutherans
346
Thrivent Financial for Lutherans
Minnesota
$304K
PFS
347
Prospera Financial Services
Texas
$304K +$60.5K +3,429 +24%
HC
348
Hourglass Capital
Texas
$299K +$311K +17,635 New
AQR Capital Management
349
AQR Capital Management
Connecticut
$297K -$520K -29,444 -63%
MIS
350
Morningstar Investment Services
Illinois
$296K -$32.6K -1,849 -10%