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541 hedge funds and large institutions have $10.1B invested in Invesco in 2017 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 211 increasing their positions, 197 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

404% more call options, than puts

Call options by funds: $66.9M | Put options by funds: $13.3M

7% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 197

3% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 64

1% more capital invested

Capital invested by funds: $9.99B → $10.1B (+$88.3M)

0.66% more ownership

Funds ownership: 80.54%81.2% (+0.66%)

1% less funds holding

Funds holding: 548541 (-7)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
541
Holders Change
-7
Holders Change %
-1.28%
% of All Funds
13.47%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
66
Increased
211
Reduced
197
Closed
64
Calls
$66.9M
Puts
$13.3M
Net Calls
+$53.6M
Net Calls Change
-$4.97M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
501
Gemmer Asset Management
California
$12K +$781 +25 +7%
HA
502
Harfst & Associates
Wyoming
$12K +$12.5K +399 New
HCA
503
Harbour Capital Advisors
Virginia
$11.5K +$11.7K +375 New
WPA
504
West Paces Advisors
Georgia
$11.3K
ST
505
Smithfield Trust
Pennsylvania
$11K
BWM
506
Baystate Wealth Management
Massachusetts
$11K +$1.03K +33 +10%
OFW
507
Omnia Family Wealth
Florida
$10K -$1.09K -35 -9%
PMFA
508
Plante Moran Financial Advisors
Michigan
$10K +$63 +2 +0.6%
PK
509
Pflug Koory
Nebraska
$9K
VNA
510
Valley National Advisers
Pennsylvania
$9K
ZB
511
Zions Bancorporation
Utah
$9K +$313 +10 +4%
PSUF
512
People's United Financial
Connecticut
$8K -$762K -24,366 -99%
CFA
513
Carroll Financial Associates
North Carolina
$8K
FPFS
514
First Personal Financial Services
North Carolina
$7K
FMII
515
Farmers & Merchants Investments Inc
Nebraska
$6K -$53.9K -1,723 -91%
TFO
516
Tarbox Family Office
California
$6K
WA
517
WealthTrust-Arizona
Arizona
$6K
TCM
518
Tradewinds Capital Management
Washington
$6K +$6.06K +194 New
OC
519
Oakworth Capital
Alabama
$5K -$625 -20 -11%
FMT
520
First Mercantile Trust
Tennessee
$5K
PFBT
521
Parkside Financial Bank & Trust
Missouri
$5K +$938 +30 +25%
BBHC
522
Brown Brothers Harriman & Co
New York
$5K +$4.69K +150 New
CHP
523
Cable Hill Partners
Oregon
$4K
TCOV
524
Trust Company of Vermont
Vermont
$3K -$21.9K -700 -88%
AWM
525
Avior Wealth Management
Nebraska
$3K