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544 hedge funds and large institutions have $14.3B invested in Invesco in 2015 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 215 increasing their positions, 222 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

593% more call options, than puts

Call options by funds: $69.4M | Put options by funds: $10M

0.05% more ownership

Funds ownership: 84.48%84.53% (+0.05%)

3% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 222

3% less funds holding

Funds holding: 560544 (-16)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

15% less capital invested

Capital invested by funds: $16.8B → $14.3B (-$2.48B)

19% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 52

Holders
544
Holders Change
-16
Holders Change %
-2.86%
% of All Funds
14.5%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.27%
New
42
Increased
215
Reduced
222
Closed
52
Calls
$69.4M
Puts
$10M
Net Calls
+$59.4M
Net Calls Change
+$38.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GMIM
376
General Motors Investment Management
New York
$680K -$607K -15,530 -48%
GVT
377
Genesee Valley Trust
New York
$679K -$10.9K -278 -2%
BA
378
BlackRock Advisors
Delaware
$671K +$1.99K +51 +0.3%
DnB Asset Management
379
DnB Asset Management
Norway
$658K -$336K -8,600 -34%
Nordea Investment Management
380
Nordea Investment Management
Sweden
$656K -$2.08M -53,287 -76%
HighTower Advisors
381
HighTower Advisors
Illinois
$640K +$630K +16,139 New
SWP
382
Stratos Wealth Partners
Ohio
$638K +$626K +16,035 New
DTL
383
Dynamic Technology Lab
Singapore
$620K +$208K +5,330 +52%
BSWMG
384
Barrington Strategic Wealth Management Group
Illinois
$618K +$311K +7,975 +105%
BO
385
Bank OZK
Arkansas
$597K -$54.5K -1,395 -8%
HIM
386
Hutchens Investment Management
New Hampshire
$596K -$1.13M -28,998 -66%
MFS
387
McNamara Financial Services
Massachusetts
$596K -$1.13M -28,998 -66%
WP
388
WMS Partners
Maryland
$595K +$52.8K +1,352 +10%
RT
389
Rockland Trust
Massachusetts
$592K +$582K +14,905 New
BC
390
Banced Corp
Illinois
$587K +$46K +1,177 +9%
SDIC
391
South Dakota Investment Council
South Dakota
$579K +$570K +14,600 New
MIH
392
Madison Investment Holdings
Wisconsin
$566K
OA
393
OFI Advisors
Pennsylvania
$564K +$21.4K +548 +4%
FAAS
394
First Allied Advisory Services
California
$557K +$41.4K +1,061 +8%
AB
395
Amalgamated Bank
New York
$554K +$136K +3,482 +33%
KRSITF
396
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$548K -$58.9K -1,509 -10%
PTC
397
Private Trust Company
Ohio
$546K -$3.24K -83 -0.6%
Fayez Sarofim & Co
398
Fayez Sarofim & Co
Texas
$535K
LIA
399
LS Investment Advisors
Michigan
$531K -$11.7K -299 -2%
NB
400
Norinchukin Bank
Japan
$524K +$7.22K +185 +1%