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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
BBHC
476
Brown Brothers Harriman & Co
New York
$5K +$4.62K +300 New
CWAF
477
Core Wealth Advisors (Florida)
Florida
$5K +$4.62K +300 New
FMII
478
Farmers & Merchants Investments Inc
Nebraska
$4K
HWA
479
Heritage Wealth Advisors
Virginia
$4K +$3.77K +245 New
AIG
480
American International Group
New York
$3.33K -$339K -22,023 -10%
EARNEST Partners
481
EARNEST Partners
Georgia
$3K
KFI
482
Key Financial Inc
Pennsylvania
$3K +$3.08K +200 New
MRCM
483
M&R Capital Management
New Jersey
$2K
SL
484
Savior LLC
Massachusetts
$2K
LWM
485
Liberty Wealth Management
California
$2K +$185 +12 +10%
ATC
486
Adirondack Trust Company
New York
$2K +$1.54K +100 New
MPWT
487
MassMutual Private Wealth & Trust
Connecticut
$2K +$1.77K +115 New
FPS
488
Fieldpoint Private Securities
Connecticut
$2K +$2K +130 New
FHA
489
First Horizon Advisors
Tennessee
$1K -$5.35K -348 -86%
CFB
490
Cullen/Frost Bankers
Texas
$1K -$1.46K -95 -52%
BWM
491
Baystate Wealth Management
Massachusetts
$1K
CWC
492
Carolinas Wealth Consulting
North Carolina
$1K
GTAM
493
Global Trust Asset Management
Florida
$1K
GC
494
Globeflex Capital
California
$1K
TFGT
495
TS Financial Group (TSFG)
Illinois
$1K
BHWM
496
Bay Harbor Wealth Management
Maryland
$1K +$523 +34 New
MFT
497
Moisand Fitzgerald Tamayo
Florida
$1K +$523 +34 New
AAP
498
Arax Advisory Partners
Colorado
$1K +$600 +39 New
CBT
499
CoreFirst Bank & Trust
Kansas
$1K +$631 +41 New
MLFP
500
MPS Loria Financial Planners
Illinois
$1K +$815 +53 New