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534 hedge funds and large institutions have $5.32B invested in Invesco in 2018 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 172 increasing their positions, 209 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $35.2M | Put options by funds: $31.5M

1.97% less ownership

Funds ownership: 80.96%78.99% (-2%)

5% less funds holding

Funds holding: 565534 (-31)

18% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 209

22% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 119

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

30% less capital invested

Capital invested by funds: $7.63B → $5.32B (-$2.31B)

Holders
534
Holders Change
-31
Holders Change %
-5.49%
% of All Funds
11.9%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
93
Increased
172
Reduced
209
Closed
119
Calls
$35.2M
Puts
$31.5M
Net Calls
+$3.77M
Net Calls Change
-$2.88M
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
351
Dupont Capital Management
Delaware
$256K +$201K +10,063 +192%
TA
352
Tiedemann Advisors
New York
$255K +$304K +15,187 New
BAAM
353
Baker Avenue Asset Management
California
$255K +$305K +15,220 New
YMRC
354
Yorktown Management & Research Company
Virginia
$251K -$156K -7,800 -34%
JG
355
Jefferies Group
New York
$248K +$296K +14,800 New
GWM
356
Geneos Wealth Management
Colorado
$245K -$32.3K -1,613 -10%
CIAS
357
Capital Investment Advisory Services
North Carolina
$235K +$281K +14,052 New
Northwestern Mutual Wealth Management
358
Northwestern Mutual Wealth Management
Wisconsin
$233K -$18K -901 -6%
HPC
359
Hobart Private Capital
North Carolina
$232K +$6.78K +339 +3%
VFA
360
Voya Financial Advisors
Connecticut
$232K -$1.08K -54 -0.4%
ALAM
361
Asahi Life Asset Management
Japan
$228K +$272K +13,600 New
Fayez Sarofim & Co
362
Fayez Sarofim & Co
Texas
$224K
Neuberger Berman Group
363
Neuberger Berman Group
New York
$223K -$471K -23,521 -64%
Natixis Advisors
364
Natixis Advisors
Massachusetts
$220K -$2.57M -128,301 -91%
OWA
365
Outlook Wealth Advisors
Texas
$214K +$25.5K +1,276 New
SF
366
Synovus Financial
Georgia
$209K -$40K -1,997 -14%
CI
367
Conning Inc
Connecticut
$207K -$13.2K -660 -5%
IA
368
IFG Advisory
Georgia
$203K -$49.4K -2,467 -17%
GCP
369
GSA Capital Partners
United Kingdom
$201K +$240K +11,994 New
Twin Tree Management
370
Twin Tree Management
Texas
$197K -$141K -7,056 -37%
ZCM
371
Zebra Capital Management
Connecticut
$197K -$44.1K -2,205 -16%
CI
372
Cigna Investments
Connecticut
$197K -$1.22K -61 -0.5%
N
373
Nuveen
North Carolina
$195K +$1.12K +56 +0.5%
Fifth Third Bancorp
374
Fifth Third Bancorp
Ohio
$190K -$96K -4,795 -30%
NICM
375
Neo Ivy Capital Management
New York
$190K +$227K +11,348 New