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516 hedge funds and large institutions have $10.6B invested in Invesco in 2016 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 191 increasing their positions, 220 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

492% more call options, than puts

Call options by funds: $63.5M | Put options by funds: $10.7M

0% more ownership

Funds ownership: 83.71%83.71% (+0%)

3% less funds holding

Funds holding: 530516 (-14)

13% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 220

14% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 58

20% less capital invested

Capital invested by funds: $13.2B → $10.6B (-$2.59B)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
516
Holders Change
-14
Holders Change %
-2.64%
% of All Funds
13.75%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
50
Increased
191
Reduced
220
Closed
58
Calls
$63.5M
Puts
$10.7M
Net Calls
+$52.8M
Net Calls Change
+$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$87M -$7.58M -262,743 -9%
VFA
27
Virtus Fund Advisers
Connecticut
$80.9M -$25.2M -872,900 -25%
TCM
28
TimesSquare Capital Management
New York
$77.3M +$1.34M +46,600 +2%
SCM
29
Sterling Capital Management
North Carolina
$76M +$18.2M +629,806 +34%
Deutsche Bank
30
Deutsche Bank
Germany
$75.9M -$92.9M -3,218,922 -57%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$71.8M -$868K -30,100 -1%
WHG
32
Westwood Holdings Group
Texas
$71.2M +$4.02M +139,339 +6%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$68.5M -$19.4M -670,792 -23%
SIA
34
Sit Investment Associates
Minnesota
$67.8M +$6.15M +213,050 +11%
PIM
35
Perkins Investment Management
Illinois
$65.4M +$12.4M +429,345 +25%
Pzena Investment Management
36
Pzena Investment Management
New York
$63.8M +$21.2M +734,276 +55%
UBS AM
37
UBS AM
Illinois
$63.5M +$1.38M +47,720 +2%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$62M +$6.14M +212,906 +12%
American Century Companies
39
American Century Companies
Missouri
$60.5M +$1.47M +50,796 +3%
Manulife (Manufacturers Life Insurance)
40
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$60.3M +$1.4M +48,386 +3%
SCM
41
Sirios Capital Management
Massachusetts
$47.3M +$44.4M +1,537,482 New
AII
42
AGF Investments Inc
Ontario, Canada
$45.3M -$1.38M -47,789 -3%
Wells Fargo
43
Wells Fargo
California
$45.2M -$41.9M -1,453,019 -50%
RFC
44
Regions Financial Corp
Alabama
$43.8M -$8.88M -307,926 -18%
BTS
45
BB&T Securities
Virginia
$43.5M +$13.3M +460,989 +48%
Mitsubishi UFJ Trust & Banking
46
Mitsubishi UFJ Trust & Banking
Japan
$42.9M +$2.25M +77,904 +6%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$42.8M -$65.2M -2,259,695 -62%
ACA
48
Anchor Capital Advisors
Massachusetts
$41.6M -$11.9M -413,530 -23%
Adage Capital Partners
49
Adage Capital Partners
Massachusetts
$41.4M -$17.9M -621,000 -32%
CGT
50
Capital Guardian Trust
California
$41M +$23.6M +819,393 +160%