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530 hedge funds and large institutions have $13.2B invested in Invesco in 2015 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 199 increasing their positions, 201 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

201% more call options, than puts

Call options by funds: $52.7M | Put options by funds: $17.5M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

7% more capital invested

Capital invested by funds: $12.3B → $13.2B (+$834M)

0.76% more ownership

Funds ownership: 82.95%83.71% (+0.76%)

1% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 201

3% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 66

1% less funds holding

Funds holding: 537530 (-7)

Holders
530
Holders Change
-7
Holders Change %
-1.3%
% of All Funds
13.91%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
64
Increased
199
Reduced
201
Closed
66
Calls
$52.7M
Puts
$17.5M
Net Calls
+$35.2M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
451
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$62.9K +$3.86M +117,859 +7%
JFGIW
452
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$62K -$738K -22,523 -92%
MCM
453
Manchester Capital Management
Vermont
$58K
EWM
454
Evercore Wealth Management
New York
$57K +$30.7K +937 +122%
RFS
455
Rockefeller Financial Services
New York
$52K +$50.4K +1,539 New
IPC
456
Independent Portfolio Consultants
Florida
$51K -$36.4K -1,110 -42%
DVM
457
Dreman Value Management
Florida
$47K -$95.8K -2,924 -68%
SGAM
458
Smith Group Asset Management
Texas
$42K +$40.8K +1,245 New
SAMC
459
Shinko Asset Management Company
Japan
$41K
IA
460
IFP Advisors
Florida
$39K +$38.4K +1,172 New
CHC
461
City Holding Co
West Virginia
$37K
HPBT
462
High Point Bank & Trust
North Carolina
$37K
NFG
463
Next Financial Group
Texas
$37K +$6.19K +189 +20%
WTC
464
WhitTier Trust Company
Nevada
$36K
EDRAML
465
Edmond de Rothschild Asset Management (Luxembourg)
Luxembourg
$32K +$31.6K +966 New
CAL
466
Capital Analysts LLC
Pennsylvania
$31.1K -$4.68M -142,873 -99%
S
467
SignatureFD
Georgia
$28K +$9.14K +279 +51%
N
468
Nuveen
North Carolina
$27.3K +$21.2M +646,072 +380%
HIIFS
469
Harel Insurance Investments & Financial Services
Israel
$27K +$26.2K +800 New
MA
470
MUFG Americas
New York
$26K -$5.89K -180 -19%
RWA
471
Ropes Wealth Advisors
Massachusetts
$24K -$819 -25 -3%
FMII
472
Farmers & Merchants Investments Inc
Nebraska
$24K
JIC
473
Joel Isaacson & Co
New York
$23K +$5.99K +183 +37%
SSB
474
Sandy Spring Bank
Maryland
$23K +$7.14K +218 +47%
LWM
475
LBA Wealth Management
Florida
$18K +$12.4K +380 +253%