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534 hedge funds and large institutions have $5.32B invested in Invesco in 2018 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 172 increasing their positions, 209 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $35.2M | Put options by funds: $31.5M

1.97% less ownership

Funds ownership: 80.96%78.99% (-2%)

5% less funds holding

Funds holding: 565534 (-31)

18% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 209

22% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 119

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

30% less capital invested

Capital invested by funds: $7.63B → $5.32B (-$2.31B)

Holders
534
Holders Change
-31
Holders Change %
-5.49%
% of All Funds
11.9%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
93
Increased
172
Reduced
209
Closed
119
Calls
$35.2M
Puts
$31.5M
Net Calls
+$3.77M
Net Calls Change
-$2.88M
Name Holding Trade Value Shares
Change
Change in
Stake
AII
26
AGF Investments Inc
Ontario, Canada
$42.9M -$98.4K -4,916 -0.2%
Charles Schwab
27
Charles Schwab
California
$41.7M +$2.06M +102,721 +4%
AA
28
ALPS Advisors
Colorado
$38.6M +$6.36M +317,595 +16%
Legal & General Group
29
Legal & General Group
United Kingdom
$35.5M +$2.64M +132,031 +7%
BA
30
Bridgewater Associates
Connecticut
$32.8M +$18.7M +932,770 +91%
Citigroup
31
Citigroup
New York
$30.2M +$3.05M +152,551 +9%
Two Sigma Investments
32
Two Sigma Investments
New York
$29.5M +$18.3M +913,058 +108%
First Trust Advisors
33
First Trust Advisors
Illinois
$29.3M +$6.27M +313,075 +22%
ClearBridge Investments
34
ClearBridge Investments
New York
$28.6M -$343K -17,140 -1%
Wells Fargo
35
Wells Fargo
California
$28.2M -$20.7M -1,032,720 -38%
UBS Group
36
UBS Group
Switzerland
$27.9M -$173M -8,627,251 -84%
Capital International Investors
37
Capital International Investors
California
$24.9M -$127M -6,322,812 -81%
UBS AM
38
UBS AM
Illinois
$24.6M +$1.61M +80,237 +6%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$24.1M +$28.8M +1,439,426 +94,886%
AFG
40
American Financial Group
Ohio
$23.1M +$27.6M +1,380,000 New
Janus Henderson Group
41
Janus Henderson Group
United Kingdom
$23.1M -$13.8M -690,270 -33%
HCM
42
Hamlin Capital Management
New York
$22.9M +$27.3M +1,365,110 New
Retirement Systems of Alabama
43
Retirement Systems of Alabama
Alabama
$22.1M +$2.92M +145,891 +12%
ORIO
44
Old Republic International (ORI)
Illinois
$21.2M +$5.72M +286,000 +29%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$20.8M +$11.9M +596,400 +93%
Canada Life
46
Canada Life
Manitoba, Canada
$20.5M +$19M +950,819 +336%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$20.3M +$1.05M +52,412 +5%
RP
48
Reinhart Partners
Wisconsin
$20M -$998K -49,847 -4%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$19.3M +$293K +14,637 +1%
LBA
50
Letko, Brosseau & Associates
Quebec, Canada
$17.7M +$914K +45,649 +5%