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457 hedge funds and large institutions have $3.77B invested in Invesco in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 148 increasing their positions, 182 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 52

10% more capital invested

Capital invested by funds: $3.42B → $3.77B (+$358M)

2.63% more ownership

Funds ownership: 69.2%71.83% (+2.6%)

2% more funds holding

Funds holding: 450457 (+7)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less call options, than puts

Call options by funds: $26.3M | Put options by funds: $26.4M

19% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 182

Holders
457
Holders Change
+7
Holders Change %
+1.56%
% of All Funds
9.22%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
60
Increased
148
Reduced
182
Closed
52
Calls
$26.3M
Puts
$26.4M
Net Calls
-$182K
Net Calls Change
+$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
ICOM
351
Investment Counselors of Maryland
Maryland
$94K
Bessemer Group
352
Bessemer Group
New Jersey
$91K
VI
353
Vestcor Inc
New Brunswick, Canada
$90K +$21 +2 +0%
TPCW
354
TD Private Client Wealth
New York
$88.1K -$8.41K -794 -9%
DCM
355
Dupont Capital Management
Delaware
$86K +$79.6K +7,514 New
Fifth Third Bancorp
356
Fifth Third Bancorp
Ohio
$85K +$23.2K +2,187 +41%
GWM
357
Geneos Wealth Management
Colorado
$80K -$466 -44 -0.6%
FMLI
358
Fukoku Mutual Life Insurance
Japan
$78K
PHK
359
Point72 Hong Kong
Hong Kong
$73K +$67.7K +6,389 New
Rockefeller Capital Management
360
Rockefeller Capital Management
New York
$72K -$2.19K -207 -3%
AIP
361
Ameritas Investment Partners
Nebraska
$70K
CG
362
Cutler Group
California
$69K +$54K +5,094 +509%
BCA
363
Berman Capital Advisors
Georgia
$57K +$12.2K +1,147 +29%
PCG
364
Private Capital Group
Connecticut
$48K -$19.2K -1,813 -30%
AWA
365
Arkadios Wealth Advisors
Georgia
$46.7K -$1.06K -100 -3%
Federated Hermes
366
Federated Hermes
Pennsylvania
$42K +$39.2K +3,696 New
PA
367
Parallel Advisors
California
$35K -$1.38K -130 -4%
CLOS
368
Compagnie Lombard Odier SCmA
Switzerland
$33K
FBT
369
First Bank & Trust
South Dakota
$31K -$20.2K -1,904 -41%
IA
370
IFP Advisors
Florida
$31K +$625 +59 +2%
SCM
371
Silvant Capital Management
Georgia
$30K
HNB
372
Huntington National Bank
Ohio
$30K +$4.26K +402 +18%
TWA
373
TCI Wealth Advisors
Arizona
$30K +$5.53K +522 +25%
FCH
374
Freestone Capital Holdings
Washington
$29.2K +$27.1K +2,555 New
FHA
375
Flagship Harbor Advisors
Massachusetts
$29K