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509 hedge funds and large institutions have $5.44B invested in Invesco in 2020 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 147 increasing their positions, 186 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 53

44% more capital invested

Capital invested by funds: $3.77B → $5.44B (+$1.66B)

39% more call options, than puts

Call options by funds: $154M | Put options by funds: $111M

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

11% more funds holding

Funds holding: 457509 (+52)

3.96% less ownership

Funds ownership: 71.83%67.87% (-4%)

21% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 186

Holders
509
Holders Change
+52
Holders Change %
+11.38%
% of All Funds
9.01%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
110
Increased
147
Reduced
186
Closed
53
Calls
$154M
Puts
$111M
Net Calls
+$43M
Net Calls Change
+$43.2M
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
326
M&T Bank
New York
$295K +$4.21K +274 +2%
NHC
327
Nicholas Hoffman & Company
Georgia
$291K -$13.8K -900 -5%
Thrivent Financial for Lutherans
328
Thrivent Financial for Lutherans
Minnesota
$288K -$9.81K -638 -4%
DWT
329
Dorsey & Whitney Trust
South Dakota
$288K +$7.91K +514 +3%
X
330
Xponance
Pennsylvania
$286K +$19.1K +1,239 +8%
Creative Planning
331
Creative Planning
Kansas
$283K +$92.2K +5,996 +59%
UA
332
Unison Advisors
District of Columbia
$282K +$3.18K +207 +1%
HW
333
Hancock Whitney
Mississippi
$280K +$247K +16,055 New
MWA
334
Meridian Wealth Advisors
Texas
$277K
AAM
335
Advisors Asset Management
Colorado
$276K -$33.2K -2,161 -12%
LOAME
336
Lombard Odier Asset Management (Europe)
United Kingdom
$273K +$241K +15,669 New
PWM
337
Purus Wealth Management
California
$269K +$237K +15,413 New
CIAS
338
Capital Investment Advisory Services
North Carolina
$268K -$73.6K -4,788 -24%
RFC
339
Regions Financial Corp
Alabama
$266K -$983K -63,931 -81%
SPC
340
Sigma Planning Corp
Michigan
$266K -$42.2K -2,741 -15%
DC
341
Davenport & Co
Virginia
$257K -$39.7K -2,581 -15%
FMBTD
342
First Midwest Bank Trust Division
Illinois
$256K +$226K +14,700 New
MML Investors Services
343
MML Investors Services
Massachusetts
$254K -$181K -11,749 -45%
HS
344
Haafor (Singapore)
Singapore
$254K +$224K +14,579 New
Cetera Investment Advisers
345
Cetera Investment Advisers
Illinois
$251K +$221K +14,396 New
GCA
346
Greenwood Capital Associates
South Carolina
$250K +$220K +14,318 New
SSA
347
Schonfeld Strategic Advisors
New York
$250K +$221K +14,362 New
IRF
348
IBM Retirement Fund
New York
$245K +$28.1K +1,829 +15%
BC
349
Burney Company
Virginia
$243K +$215K +13,950 New
TCM
350
Tuttle Capital Management
Connecticut
$242K +$213K +13,870 New