We are live on ! Find out more

522 hedge funds and large institutions have $5.96B invested in Invesco in 2019 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 196 increasing their positions, 187 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

95% more call options, than puts

Call options by funds: $79.1M | Put options by funds: $40.5M

12% more capital invested

Capital invested by funds: $5.32B → $5.96B (+$637M)

5% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 187

6% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 81

2.04% less ownership

Funds ownership: 78.99%76.95% (-2%)

2% less funds holding

Funds holding: 534522 (-12)

Holders
522
Holders Change
-12
Holders Change %
-2.25%
% of All Funds
11.3%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
76
Increased
196
Reduced
187
Closed
81
Calls
$79.1M
Puts
$40.5M
Net Calls
+$38.5M
Net Calls Change
+$34.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
526
Brown Capital Management
Maryland
-$7.23M -431,875 Closed
Voloridge Investment Management
527
Voloridge Investment Management
Florida
-$5.93M -354,243 Closed
PI
528
Putnam Investments
Massachusetts
-$5.66M -337,920 Closed
Lazard Asset Management
529
Lazard Asset Management
New York
-$5.27M -314,653 Closed
Lord, Abbett & Co
530
Lord, Abbett & Co
New Jersey
-$4.84M -289,100 Closed
FCH
531
Freestone Capital Holdings
Washington
-$4.46M -266,285 Closed
QIM
532
Quantitative Investment Management
Virginia
-$3.96M -236,700 Closed
Mackenzie Financial
533
Mackenzie Financial
Ontario, Canada
-$3.32M -198,264 Closed
CC
534
Cornerstone Capital
California
-$3.2M -191,154 Closed
PAIM
535
Punch & Associates Investment Management
Minnesota
-$1.74M -103,826 Closed
CC
536
Cipher Capital
New York
-$1.56M -93,463 Closed
AI
537
Atom Investors
Texas
-$1.5M -89,830 Closed
IC
538
InterOcean Capital
Illinois
-$1.41M -84,330 Closed
GAM
539
GVO Asset Management
Switzerland
-$1.3M -77,500 Closed
SMFG
540
Sumitomo Mitsui Financial Group
Japan
-$1.17M -70,621 Closed
APFBOT
541
Amica Pension Fund Board of Trustees
Rhode Island
-$991K -59,202 Closed
PP
542
Paloma Partners
Connecticut
-$968K -57,825 Closed
Skandinaviska Enskilda Banken (SEB)
543
Skandinaviska Enskilda Banken (SEB)
Sweden
-$921K -55,036 Closed
CIP
544
Convergence Investment Partners
Florida
-$904K -53,994 Closed
AHC
545
Adell Harriman & Carpenter
Texas
-$889K -53,100 Closed
DTL
546
Dynamic Technology Lab
Singapore
-$780K -46,574 Closed
BCMO
547
Buckingham Capital Management (Ohio)
Ohio
-$544K -32,475 Closed
Cerity Partners
548
Cerity Partners
New York
-$534K -31,920 Closed
Simplex Trading
549
Simplex Trading
Illinois
-$570K -30,473 Closed
OAMU
550
Ostrum Asset Management US
New York
-$454K -27,111 Closed