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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
TCOV
526
Trust Company of Vermont
Vermont
$10K
ZB
527
Zions Bancorporation
Utah
$10K +$10.5K +269 New
WEC
528
Winslow Evans & Crocker
Massachusetts
$9.92K
IMS
529
Index Management Solutions
Pennsylvania
$8K -$25K -639 -76%
TFO
530
Tarbox Family Office
California
$8K
TSW
531
Thompson Siegel & Walmsley
Virginia
$7K
MWAN
532
Mariner Wealth Advisors (NYC)
Kansas
$6K +$5.82K +149 New
AWS
533
Aris Wealth Services
Pennsylvania
$6K +$5.86K +150 New
RA
534
Rational Advisors
New York
$5K -$3.59K -92 -40%
FMT
535
First Mercantile Trust
Tennessee
$5K
IC
536
Intersect Capital
California
$4K -$6.05K -155 -60%
AWM
537
Avior Wealth Management
Nebraska
$4K +$4.3K +110 New
RWA
538
Ropes Wealth Advisors
Massachusetts
$3K +$3.36K +86 New
PFSC
539
Peoples Financial Services Corp
Pennsylvania
$2K
TWA
540
TCI Wealth Advisors
Arizona
$2K
SEC
541
Seven Eight Capital
New York
$1K -$141K -3,600 -100%
S
542
SignatureFD
Georgia
$1K -$4.37K -112 -87%
AF
543
Allworth Financial
California
$1K +$976 +25 New
AT
544
Arden Trust
Delaware
$295 +$290K +7,420 New
CC
545
Carlson Capital
Texas
-$12.8M -325,155 Closed
JAM
546
Jupiter Asset Management
United Kingdom
-$10.7M -271,494 Closed
WI
547
WBI Investments
New Jersey
-$10.2M -258,180 Closed
EA
548
Euclid Advisors
Connecticut
-$7.92M -200,360 Closed
NI
549
Nepsis Inc
Minnesota
-$5.06M -127,990 Closed
CMBA
550
C.M. Bidwell & Associates
Hawaii
-$4.48M -113,310 Closed