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519 hedge funds and large institutions have $5.47B invested in Invesco in 2019 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 182 increasing their positions, 197 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $71.8M | Put options by funds: $26.3M

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

29% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 58

5% more capital invested

Capital invested by funds: $5.2B → $5.47B (+$272M)

1.72% more ownership

Funds ownership: 65.33%67.05% (+1.7%)

1% more funds holding

Funds holding: 513519 (+6)

8% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 197

Holders
519
Holders Change
+6
Holders Change %
+1.17%
% of All Funds
10.23%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.14%
New
75
Increased
182
Reduced
197
Closed
58
Calls
$71.8M
Puts
$26.3M
Net Calls
+$45.5M
Net Calls Change
+$7.16M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
451
Gemmer Asset Management
California
$14K
SIS
452
Sound Income Strategies
Florida
$14K +$102 +6 +0.8%
PG
453
Proffitt & Goodson
Tennessee
$13K -$72.4K -4,247 -85%
GI
454
Gradient Investments
Minnesota
$13K -$2.73K -160 -18%
GFPC
455
Global Financial Private Client
Florida
$12.7K +$12K +705 New
MCM
456
McMillion Capital Management
North Carolina
$12K
LWM
457
Lenox Wealth Management
Ohio
$11K
BWM
458
BerganKDV Wealth Management
Minnesota
$11K +$10.5K +615 New
MRCM
459
M&R Capital Management
New Jersey
$10K
VRM
460
Vectors Research Management
New York
$10K
PFBT
461
Parkside Financial Bank & Trust
Missouri
$10K +$222 +13 +2%
BCI
462
Brinker Capital Investments
Pennsylvania
$9K
SIA
463
SeaBridge Investment Advisors
New Jersey
$9K
PA
464
Procyon Advisors
Connecticut
$9K +$8.53K +500 New
RA
465
Rational Advisors
New York
$8K -$49.2K -2,884 -87%
NIM
466
NuWave Investment Management
New Jersey
$8K -$44.8K -2,625 -86%
BCA
467
Berman Capital Advisors
Georgia
$8K +$1.07K +63 +16%
CFG
468
Citizens Financial Group
Rhode Island
$8K +$2.71K +159 +60%
JCM
469
Jacobi Capital Management
Pennsylvania
$7K -$5.12K -300 -42%
TL
470
TrueWealth LLC
Georgia
$7K
M
471
Mirova
France
$7K +$7.01K +411 New
BL
472
Balentine LLC
Georgia
$6K +$154 +9 +3%
CT
473
Caldwell Trust
Florida
$5.39K +$5.12K +300 New
PK
474
Pflug Koory
Nebraska
$5K
EI
475
Ellevest Inc
New York
$5K +$1.79K +105 +61%