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537 hedge funds and large institutions have $12.3B invested in Invesco in 2015 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 206 increasing their positions, 208 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $30M | Put options by funds: $13M

0.58% less ownership

Funds ownership: 83.53%82.95% (-0.58%)

1% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 208

3% less funds holding

Funds holding: 555537 (-18)

8% less capital invested

Capital invested by funds: $13.4B → $12.3B (-$1.07B)

23% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 64

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
537
Holders Change
-18
Holders Change %
-3.24%
% of All Funds
15%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.11%
New
49
Increased
206
Reduced
208
Closed
64
Calls
$30M
Puts
$13M
Net Calls
+$17M
Net Calls Change
-$19.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
476
WhitTier Trust Company
Nevada
$33K
CF
477
CenterStar Fund
Illinois
$31K
MA
478
MUFG Americas
New York
$30K -$1.85K -52 -5%
NFG
479
Next Financial Group
Texas
$29K
EFSCE
480
Enterprise Financial Services Corp (EFSC)
Missouri
$29K +$1.17K +33 +4%
FQ
481
First Quadrant
California
$28K
KTC
482
Kistler-Tiffany Companies
Pennsylvania
$26K +$213 +6 +0.7%
Parallax Volatility Advisers
483
Parallax Volatility Advisers
California
$25K -$151K -4,256 -84%
EWM
484
Evercore Wealth Management
New York
$25K +$3.13K +88 +13%
IMS
485
Index Management Solutions
Pennsylvania
$24K +$961 +27 +4%
RWA
486
Ropes Wealth Advisors
Massachusetts
$23K +$22.9K +643 +748%
FMII
487
Farmers & Merchants Investments Inc
Nebraska
$22K
WA
488
Waverly Advisors
Alabama
$21K +$23.4K +659 New
MGIA
489
Moneta Group Investment Advisors
Missouri
$21K +$23.6K +662 New
Loomis, Sayles & Company
490
Loomis, Sayles & Company
Massachusetts
$20K -$12.3M -346,568 -100%
LFR
491
Lehman Financial Resources
Pennsylvania
$19K -$9.61K -270 -30%
CAW
492
Cornerstone Advisors (Washington)
Washington
$18K -$1.6K -45 -7%
S
493
SignatureFD
Georgia
$17K +$17.9K +502 +1,004%
FNBSF
494
First National Bank Sioux Falls
South Dakota
$15K
JIC
495
Joel Isaacson & Co
New York
$15K
CG
496
Colony Group
Massachusetts
$15K +$17.5K +493 New
TCOV
497
Trust Company of Vermont
Vermont
$14K
SSB
498
Sandy Spring Bank
Maryland
$14K +$16.4K +460 New
CIA
499
Choate Investment Advisors
Massachusetts
$13.5K
IWMPD
500
Integrated Wealth Management (Palm Desert)
California
$13K