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530 hedge funds and large institutions have $13.2B invested in Invesco in 2015 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 199 increasing their positions, 201 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

201% more call options, than puts

Call options by funds: $52.7M | Put options by funds: $17.5M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

7% more capital invested

Capital invested by funds: $12.3B → $13.2B (+$834M)

0.76% more ownership

Funds ownership: 82.95%83.71% (+0.76%)

1% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 201

3% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 66

1% less funds holding

Funds holding: 537530 (-7)

Holders
530
Holders Change
-7
Holders Change %
-1.3%
% of All Funds
13.91%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
64
Increased
199
Reduced
201
Closed
66
Calls
$52.7M
Puts
$17.5M
Net Calls
+$35.2M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FMT
476
First Mercantile Trust
Tennessee
$17K +$13.1K +399 +319%
FNBSF
477
First National Bank Sioux Falls
South Dakota
$16K
TCOV
478
Trust Company of Vermont
Vermont
$15K
PSI
479
Pinnacle Summer Investments
Virginia
$15K +$14.7K +450 New
CIA
480
Choate Investment Advisors
Massachusetts
$14.5K
IWMPD
481
Integrated Wealth Management (Palm Desert)
California
$14K
ZB
482
Zions Bancorporation
Utah
$13K +$6.91K +211 +82%
EFSCE
483
Enterprise Financial Services Corp (EFSC)
Missouri
$12K -$18.6K -568 -61%
ST
484
Smithfield Trust
Pennsylvania
$12K
TSW
485
Thompson Siegel & Walmsley
Virginia
$12K
VNA
486
Valley National Advisers
Pennsylvania
$12K
AP
487
Advisors Preferred
Maryland
$12K +$11.7K +358 New
GAM
488
Gemmer Asset Management
California
$11K
SNT
489
Security National Trust
West Virginia
$11K
BL
490
Balentine LLC
Georgia
$11K +$2.29K +70 +27%
JWA
491
JFS Wealth Advisors
Pennsylvania
$10K
DA
492
Dunvegan Associates
California
$9K
WA
493
WealthTrust-Arizona
Arizona
$7K -$55.8K -1,705 -90%
ASN
494
Advisory Services Network
Georgia
$7K -$4.42K -135 -38%
OFS
495
Orrstown Financial Services
Pennsylvania
$7K
TFO
496
Tarbox Family Office
California
$7K
TFA
497
Transamerica Financial Advisors
Florida
$7K
TRCT
498
Tower Research Capital (TRC)
New York
$7K +$6.55K +200 New
AssetMark Inc
499
AssetMark Inc
California
$7K +$7.27K +222 New
BWA
500
Burt Wealth Advisors
Maryland
$6K +$6.39K +195 New