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544 hedge funds and large institutions have $14.3B invested in Invesco in 2015 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 215 increasing their positions, 222 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

593% more call options, than puts

Call options by funds: $69.4M | Put options by funds: $10M

0.05% more ownership

Funds ownership: 84.48%84.53% (+0.05%)

3% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 222

3% less funds holding

Funds holding: 560544 (-16)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

15% less capital invested

Capital invested by funds: $16.8B → $14.3B (-$2.48B)

19% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 52

Holders
544
Holders Change
-16
Holders Change %
-2.86%
% of All Funds
14.5%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.27%
New
42
Increased
215
Reduced
222
Closed
52
Calls
$69.4M
Puts
$10M
Net Calls
+$59.4M
Net Calls Change
+$38.4M
Name Holding Trade Value Shares
Change
Change in
Stake
KTC
501
Kistler-Tiffany Companies
Pennsylvania
$33K +$23.7K +606 +262%
EWM
502
Evercore Wealth Management
New York
$32K
SF
503
Synovus Financial
Georgia
$31K -$2.42K -62 -8%
BPBT
504
Boston Private Bank & Trust
Massachusetts
$31K
FMII
505
Farmers & Merchants Investments Inc
Nebraska
$30K +$1.45K +37 +5%
PCM
506
Parsons Capital Management
Rhode Island
$29K +$28.9K +740 New
MFS
507
MSI Financial Services
Massachusetts
$26K +$18.7K +480 +281%
CAW
508
Cornerstone Advisors (Washington)
Washington
$25K +$16.8K +430 +213%
IWMPD
509
Integrated Wealth Management (Palm Desert)
California
$22K +$22.2K +568 New
TF
510
Tompkins Financial
New York
$21K +$20.7K +530 New
JIC
511
Joel Isaacson & Co
New York
$20K
FNBSF
512
First National Bank Sioux Falls
South Dakota
$19K
CHP
513
Cable Hill Partners
Oregon
$18K +$2.38K +61 +16%
CIA
514
Choate Investment Advisors
Massachusetts
$17.2K
TFA
515
Transamerica Financial Advisors
Florida
$17K -$169K -4,326 -91%
VNA
516
Valley National Advisers
Pennsylvania
$15K +$2.42K +62 +20%
ST
517
Smithfield Trust
Pennsylvania
$14K -$118K -3,010 -89%
ASN
518
Advisory Services Network
Georgia
$13K
GAM
519
Gemmer Asset Management
California
$13K
PIM
520
Parasol Investment Management
Illinois
$13K
SNT
521
Security National Trust
West Virginia
$13K
JWA
522
JFS Wealth Advisors
Pennsylvania
$12K -$27.3K -700 -70%
SHJ
523
Sharkey, Howes & Javer
Colorado
$12K +$12.1K +310 New
DADC
524
D.A. Davidson & Co
Montana
$11K +$1.41K +36 +14%
DA
525
Dunvegan Associates
California
$10K