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450 hedge funds and large institutions have $3.42B invested in Invesco in 2020 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 159 increasing their positions, 176 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $2.82B → $3.42B (+$595M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

2.22% more ownership

Funds ownership: 66.98%69.2% (+2.2%)

5% less call options, than puts

Call options by funds: $28.1M | Put options by funds: $29.4M

10% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 176

11% less funds holding

Funds holding: 503450 (-53)

43% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 114

Holders
450
Holders Change
-53
Holders Change %
-10.54%
% of All Funds
9.23%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
65
Increased
159
Reduced
176
Closed
114
Calls
$28.1M
Puts
$29.4M
Net Calls
-$1.33M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$20.2M -$4.96M -553,033 -23%
Deutsche Bank
27
Deutsche Bank
Germany
$18.5M -$763K -85,111 -5%
CIM
28
Contrarius Investment Management
Jersey
$18.2M -$12.2M -1,357,121 -45%
UBS AM
29
UBS AM
Illinois
$17.7M -$1.14M -126,809 -7%
American Century Companies
30
American Century Companies
Missouri
$17.7M +$178K +19,838 +1%
ORIO
31
Old Republic International (ORI)
Illinois
$17.6M
Lord, Abbett & Co
32
Lord, Abbett & Co
New Jersey
$17.5M +$9.21M +1,026,853 +171%
Citadel Advisors
33
Citadel Advisors
Florida
$16.3M +$8.49M +946,548 +167%
AFG
34
American Financial Group
Ohio
$16M
Axa
35
Axa
France
$14.6M +$4.38M +488,725 +56%
SLAM
36
Swiss Life Asset Management
$14.5M +$1.37M +152,698 +13%
First Trust Advisors
37
First Trust Advisors
Illinois
$13.3M -$2.26M -252,347 -17%
SDIC
38
South Dakota Investment Council
South Dakota
$13.1M +$1.61M +179,057 +17%
UBS Group
39
UBS Group
Switzerland
$12M -$612K -68,281 -6%
CS
40
Credit Suisse
Switzerland
$12M +$851K +94,878 +9%
N
41
Nuveen
North Carolina
$11.8M -$1.13M -125,583 -10%
OCM
42
Olstein Capital Management
New York
$11.4M +$3.56M +397,200 +60%
Victory Capital Management
43
Victory Capital Management
Texas
$11.3M -$12.9M -1,436,574 -58%
BNP Paribas Asset Management
44
BNP Paribas Asset Management
France
$11M +$8M +892,068 +662%
KBC Group
45
KBC Group
Belgium
$10.7M +$1.6M +178,155 +22%
AllianceBernstein
46
AllianceBernstein
Tennessee
$10.2M +$2.31M +257,892 +38%
SCA
47
Stonebridge Capital Advisors
Minnesota
$10M +$3.84M +427,930 +85%
AQR Capital Management
48
AQR Capital Management
Connecticut
$9.85M +$7.4M +824,747 +739%
Prudential Financial
49
Prudential Financial
New Jersey
$9.47M -$1.65M -183,441 -17%
State of Wisconsin Investment Board
50
State of Wisconsin Investment Board
Wisconsin
$9.35M -$1.48M -164,912 -16%