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457 hedge funds and large institutions have $3.77B invested in Invesco in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 148 increasing their positions, 182 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 52

10% more capital invested

Capital invested by funds: $3.42B → $3.77B (+$358M)

2.63% more ownership

Funds ownership: 69.2%71.83% (+2.6%)

2% more funds holding

Funds holding: 450457 (+7)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less call options, than puts

Call options by funds: $26.3M | Put options by funds: $26.4M

19% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 182

Holders
457
Holders Change
+7
Holders Change %
+1.56%
% of All Funds
9.22%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
60
Increased
148
Reduced
182
Closed
52
Calls
$26.3M
Puts
$26.4M
Net Calls
-$182K
Net Calls Change
+$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
26
UBS AM
Illinois
$19.6M +$739K +69,782 +4%
AA
27
ALPS Advisors
Colorado
$19.5M -$1.93M -181,963 -10%
Morgan Stanley
28
Morgan Stanley
New York
$19.4M -$1.86M -175,092 -9%
ORIO
29
Old Republic International (ORI)
Illinois
$18.7M
American Century Companies
30
American Century Companies
Missouri
$18.3M -$440K -41,530 -3%
Victory Capital Management
31
Victory Capital Management
Texas
$17.2M +$4.86M +459,072 +44%
UBS Group
32
UBS Group
Switzerland
$17.2M +$4.11M +387,756 +35%
AFG
33
American Financial Group
Ohio
$17M
CIM
34
Contrarius Investment Management
Jersey
$16.5M -$2.59M -244,266 -14%
First Trust Advisors
35
First Trust Advisors
Illinois
$15.3M +$1.16M +109,124 +9%
SLAM
36
Swiss Life Asset Management
$13.9M -$1.4M -131,859 -10%
SDIC
37
South Dakota Investment Council
South Dakota
$13.8M -$94.1K -8,880 -0.7%
N
38
Nuveen
North Carolina
$13.4M +$787K +74,238 +7%
Lord, Abbett & Co
39
Lord, Abbett & Co
New Jersey
$12.5M -$5.64M -531,930 -33%
OCM
40
Olstein Capital Management
New York
$12.1M
Axa
41
Axa
France
$12M -$3.17M -298,825 -22%
EWA
42
Exencial Wealth Advisors
Oklahoma
$10.8M +$1.11M +104,794 New
AllianceBernstein
43
AllianceBernstein
Tennessee
$10.7M -$50.7K -4,786 -0.5%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$10.4M +$619K +58,464 +7%
SCA
45
Stonebridge Capital Advisors
Minnesota
$10.4M -$209K -19,768 -2%
AQR Capital Management
46
AQR Capital Management
Connecticut
$10.4M -$294K -27,769 -3%
State of Wisconsin Investment Board
47
State of Wisconsin Investment Board
Wisconsin
$9.95M +$27K +2,550 +0.3%
Citigroup
48
Citigroup
New York
$9.32M +$1.19M +112,494 +16%
Citadel Advisors
49
Citadel Advisors
Florida
$9.13M -$7.54M -711,791 -47%
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$9.11M +$6.86M +647,319 +428%