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491 hedge funds and large institutions have $5.43B invested in Invesco in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 158 increasing their positions, 187 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $4.41B → $5.43B (+$1.01B)

12% more call options, than puts

Call options by funds: $41.9M | Put options by funds: $37.6M

5% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 86

0.01% more ownership

Funds ownership: 67.68%67.69% (+0.01%)

0% more funds holding

Funds holding: 491491 (0)

16% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 187

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
491
Holders Change
Holders Change %
0%
% of All Funds
7.16%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
90
Increased
158
Reduced
187
Closed
86
Calls
$41.9M
Puts
$37.6M
Net Calls
+$4.34M
Net Calls Change
+$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LBA
26
Letko, Brosseau & Associates
Quebec, Canada
$29.8M -$630K -43,700 -3%
American Century Companies
27
American Century Companies
Missouri
$28.4M -$958K -66,422 -4%
Holocene Advisors
28
Holocene Advisors
New York
$28.2M +$16.3M +1,129,339 +251%
Two Sigma Advisers
29
Two Sigma Advisers
New York
$26.7M +$5.62M +389,500 +35%
T. Rowe Price Associates
30
T. Rowe Price Associates
Maryland
$25.7M +$763K +52,881 +4%
Two Sigma Investments
31
Two Sigma Investments
New York
$24.2M +$4.7M +325,550 +32%
Axa
32
Axa
France
$22M +$1.56M +108,104 +10%
Marshall Wace
33
Marshall Wace
United Kingdom
$21.6M +$17.5M +1,213,213 New
First Trust Advisors
34
First Trust Advisors
Illinois
$21.2M +$1.28M +88,982 +8%
Pzena Investment Management
35
Pzena Investment Management
New York
$20M -$522K -36,201 -3%
Deutsche Bank
36
Deutsche Bank
Germany
$19.6M -$11.9M -824,592 -43%
N
37
Nuveen
North Carolina
$19.5M -$457K -31,706 -3%
JP Morgan Chase
38
JP Morgan Chase
New York
$19.3M +$1.07M +73,985 +7%
Connor, Clark & Lunn Investment Management (CC&L)
39
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$19.2M +$11.8M +820,432 +323%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$18.2M -$2.87M -198,692 -16%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$16.6M +$2.6M +180,239 +24%
Arrowstreet Capital
42
Arrowstreet Capital
Massachusetts
$16.3M +$13M +903,193 +8,754%
KBC Group
43
KBC Group
Belgium
$14.8M -$6.28M -435,020 -34%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
44
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$14.1M +$10M +695,088 +739%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$13.3M -$203K -14,086 -2%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$12.5M -$40.8M -2,825,053 -80%
Bank of Nova Scotia
47
Bank of Nova Scotia
Ontario, Canada
$12.5M +$5.58M +386,870 +124%
AWM
48
AE Wealth Management
Kansas
$12.4M -$912K -63,235 -8%
Bank of America
49
Bank of America
North Carolina
$12.3M -$9.55M -662,017 -49%
Voloridge Investment Management
50
Voloridge Investment Management
Florida
$12.2M +$9.46M +655,799 +2,534%