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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
FBNAT
401
FirstMerit Bank N.A. Trustee
Ohio
$514K +$111K +2,833 +28%
MERSOM
402
Municipal Employees' Retirement System of Michigan
Michigan
$508K -$85.9K -2,200 -15%
HCA
403
Harbour Capital Advisors
Virginia
$502K +$254K +6,500 +106%
QAM
404
Quantres Asset Management
Cayman Islands
$492K +$50.8K +1,300 +12%
NAM
405
North American Management
Massachusetts
$490K -$210K -5,369 -30%
PA
406
Profund Advisors
Maryland
$488K -$138K -3,522 -22%
CI
407
Conning Inc
Connecticut
$469K -$1.56K -40 -0.3%
ZIC
408
ZWJ Investment Counsel
Georgia
$463K
OMCS
409
Old Mutual Customised Solutions
South Africa
$456K +$184K +4,700 +69%
DILH
410
Dai-ichi Life Holdings
Japan
$450K
QI
411
QS Investors
New York
$438K +$190K +4,857 +79%
MGIA
412
Moneta Group Investment Advisors
Missouri
$437K
Janney Montgomery Scott
413
Janney Montgomery Scott
Pennsylvania
$432K -$124K -3,183 -23%
Cambridge Investment Research Advisors
414
Cambridge Investment Research Advisors
Iowa
$417K -$23.7K -607 -5%
SIM
415
SSI Investment Management
California
$416K -$458K -11,725 -53%
HCM
416
Hollencrest Capital Management
California
$415K +$104K +2,654 +34%
AIM
417
Acuity Investment Management
Ontario, Canada
$409K
VAM
418
Visium Asset Management
New York
$407K -$650K -16,640 -62%
RC
419
RegentAtlantic Capital
New Jersey
$395K -$4.49K -115 -1%
Bessemer Group
420
Bessemer Group
New Jersey
$394K -$84.2K -2,155 -18%
Mackenzie Financial
421
Mackenzie Financial
Ontario, Canada
$393K -$40K -1,025 -9%
SAM
422
Symphony Asset Management
California
$393K +$30.5K +780 +9%
TI
423
Turner Investments
Pennsylvania
$381K +$58.6K +1,500 +19%
SPC
424
Sigma Planning Corp
Michigan
$368K +$362K +9,281 New
PAM
425
PartnerRe Asset Management
Connecticut
$361K -$3.16K -81 -0.9%