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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
PCMC
376
Paragon Capital Management (Colorado)
Colorado
$184K
CM
377
Caption Management
Oklahoma
$183K
FFG
378
Ford Financial Group
California
$180K -$30.4K -1,976 -16%
GBT
379
Grove Bank & Trust
Florida
$179K -$92 -6 -0.1%
SCA
380
Snowden Capital Advisors
New York
$177K +$538 +35 +0.3%
Acadian Asset Management
381
Acadian Asset Management
Massachusetts
$175K -$3.79M -246,439 -96%
Squarepoint
382
Squarepoint
New York
$175K +$154K +10,035 New
BCV
383
Banque Cantonale Vaudoise
Switzerland
$166K
Carson Wealth (CWM LLC)
384
Carson Wealth (CWM LLC)
Nebraska
$166K
GWM
385
Geneos Wealth Management
Colorado
$160K +$11.3K +736 +10%
CFA
386
Carroll Financial Associates
North Carolina
$157K +$135K +8,804 +3,593%
TPCW
387
TD Private Client Wealth
New York
$150K +$13.4K +869 +11%
Bessemer Group
388
Bessemer Group
New Jersey
$146K +$5.35K +348 +4%
ICOM
389
Investment Counselors of Maryland
Maryland
$143K
VI
390
Vestcor Inc
New Brunswick, Canada
$129K -$8.17K -531 -7%
Fifth Third Bancorp
391
Fifth Third Bancorp
Ohio
$129K -$1.09K -71 -1%
MAM
392
Meeder Asset Management
Ohio
$121K -$489K -31,805 -82%
FMLI
393
Fukoku Mutual Life Insurance
Japan
$119K
NFG
394
Next Financial Group
Texas
$119K +$105K +6,832 New
PHK
395
Point72 Hong Kong
Hong Kong
$112K +$800 +52 +0.8%
Rockefeller Capital Management
396
Rockefeller Capital Management
New York
$111K +$62 +4 +0.1%
AIP
397
Ameritas Investment Partners
Nebraska
$107K
BCA
398
Berman Capital Advisors
Georgia
$94K +$5K +325 +6%
LIM
399
Longfellow Investment Management
Massachusetts
$89K +$78.3K +5,088 New
CIA
400
CSat Investment Advisory
Michigan
$85K -$105K -6,807 -58%