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509 hedge funds and large institutions have $5.44B invested in Invesco in 2020 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 147 increasing their positions, 186 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 53

44% more capital invested

Capital invested by funds: $3.77B → $5.44B (+$1.66B)

39% more call options, than puts

Call options by funds: $154M | Put options by funds: $111M

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

11% more funds holding

Funds holding: 457509 (+52)

3.96% less ownership

Funds ownership: 71.83%67.87% (-4%)

21% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 186

Holders
509
Holders Change
+52
Holders Change %
+11.38%
% of All Funds
9.01%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
110
Increased
147
Reduced
186
Closed
53
Calls
$154M
Puts
$111M
Net Calls
+$43M
Net Calls Change
+$43.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AII
26
AGF Investments Inc
Ontario, Canada
$30.4M -$2.68M -174,386 -9%
MSE
27
MUFG Securities EMEA
United Kingdom
$30M +$26.5M +1,720,654 New
Legal & General Group
28
Legal & General Group
United Kingdom
$29.8M -$177K -11,529 -0.7%
Victory Capital Management
29
Victory Capital Management
Texas
$28.9M +$2.27M +147,297 +10%
ORIO
30
Old Republic International (ORI)
Illinois
$28.5M
Massachusetts Financial Services
31
Massachusetts Financial Services
Massachusetts
$28.4M -$12.8M -832,593 -34%
UBS Group
32
UBS Group
Switzerland
$26.6M +$330K +21,463 +1%
N
33
Nuveen
North Carolina
$26.3M +$5.1M +331,866 +28%
Nisa Investment Advisors
34
Nisa Investment Advisors
Missouri
$25.4M +$21.3M +1,385,651 +1,994%
Deutsche Bank
35
Deutsche Bank
Germany
$25.2M -$5.14M -334,014 -19%
Bank of Nova Scotia
36
Bank of Nova Scotia
Ontario, Canada
$25.1M +$21.4M +1,391,060 +2,895%
Barclays
37
Barclays
United Kingdom
$24.8M +$11.1M +723,175 +103%
First Trust Advisors
38
First Trust Advisors
Illinois
$22.5M -$801K -52,096 -4%
HSBC Holdings
39
HSBC Holdings
United Kingdom
$22.2M +$13.3M +864,836 +208%
Two Sigma Investments
40
Two Sigma Investments
New York
$21.7M +$7.15M +464,759 +59%
AAMU
41
Amundi Asset Management US
Massachusetts
$20.2M +$5.89M +383,184 +49%
Lord, Abbett & Co
42
Lord, Abbett & Co
New Jersey
$19M -$114K -7,420 -0.7%
American Century Companies
43
American Century Companies
Missouri
$18.1M -$8.67M -563,922 -35%
N
44
Natixis
France
$18.1M +$14.8M +961,215 +1,271%
SDIC
45
South Dakota Investment Council
South Dakota
$16.4M -$4.2M -273,290 -23%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$16.2M +$287K +18,684 +2%
State of Wisconsin Investment Board
47
State of Wisconsin Investment Board
Wisconsin
$15.8M +$545K +35,427 +4%
SCA
48
Stonebridge Capital Advisors
Minnesota
$15.8M -$58.3K -3,791 -0.4%
OCM
49
Olstein Capital Management
New York
$15.2M -$2.91M -189,500 -18%
AllianceBernstein
50
AllianceBernstein
Tennessee
$14.5M -$1.69M -109,778 -12%