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513 hedge funds and large institutions have $5.2B invested in Invesco in 2019 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 190 increasing their positions, 202 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $72.8M | Put options by funds: $34.5M

6% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 202

1.47% less ownership

Funds ownership: 66.81%65.33% (-1.5%)

3% less funds holding

Funds holding: 530513 (-17)

18% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 71

24% less capital invested

Capital invested by funds: $6.83B → $5.2B (-$1.63B)

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
513
Holders Change
-17
Holders Change %
-3.21%
% of All Funds
11.25%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
58
Increased
190
Reduced
202
Closed
71
Calls
$72.8M
Puts
$34.5M
Net Calls
+$38.3M
Net Calls Change
-$85.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
451
Bartlett & Co
Ohio
$16K +$17K +963 New
GI
452
Gradient Investments
Minnesota
$15K -$10K -569 -39%
Toronto Dominion Bank
453
Toronto Dominion Bank
Ontario, Canada
$13K -$8.3M -470,054 -100%
SIS
454
Sound Income Strategies
Florida
$13K +$106 +6 +0.8%
GAM
455
Gemmer Asset Management
California
$13K +$2.83K +160 +25%
JCM
456
Jacobi Capital Management
Pennsylvania
$12K
NCM
457
Nelson Capital Management
California
$11K -$15.4K -870 -58%
MCM
458
McMillion Capital Management
North Carolina
$11K
VFA
459
Valeo Financial Advisors
Indiana
$11K
LWM
460
Lenox Wealth Management
Ohio
$10K
H
461
Hexavest
Quebec, Canada
$10K +$2.37K +134 +29%
MRCM
462
M&R Capital Management
New Jersey
$10K +$6.18K +350 +137%
VRM
463
Vectors Research Management
New York
$10K +$10.2K +580 New
PFBT
464
Parkside Financial Bank & Trust
Missouri
$9K +$1.22K +69 +15%
BCI
465
Brinker Capital Investments
Pennsylvania
$8K
TFA
466
Toth Financial Advisory
Virginia
$8K
SIA
467
SeaBridge Investment Advisors
New Jersey
$8K +$8.83K +500 New
BCA
468
Berman Capital Advisors
Georgia
$6K -$14.8K -839 -68%
BL
469
Balentine LLC
Georgia
$6K
TL
470
TrueWealth LLC
Georgia
$6K
LC
471
Lindbrook Capital
California
$5K -$10.3K -586 -68%
PK
472
Pflug Koory
Nebraska
$5K
CFG
473
Citizens Financial Group
Rhode Island
$5K +$3.76K +213 +394%
WPA
474
West Paces Advisors
Georgia
$4.4K -$1.15K -65 -20%
FMII
475
Farmers & Merchants Investments Inc
Nebraska
$4K