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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
LS
526
Livforsakringsbolaget Skandia
Sweden
-$194K -16,959 Closed
AI
527
Atom Investors
Texas
-$178K -15,637 Closed
ABC
528
Associated Banc-Corp
Wisconsin
-$173K -15,124 Closed
SCM
529
Sterneck Capital Management
Missouri
-$160K -13,987 Closed
AIP
530
Ahrens Investment Partners
Louisiana
-$156K -13,700 Closed
KeyBank National Association
531
KeyBank National Association
Ohio
-$155K -13,611 Closed
MIS
532
Morningstar Investment Services
Illinois
-$147K -12,880 Closed
JIC
533
Johnson Investment Counsel
Ohio
-$136K -11,952 Closed
BBVA
534
Banco Bilbao Vizcaya Argentaria
Spain
-$133K -11,666 Closed
BIC
535
Beach Investment Counsel
Pennsylvania
-$128K -11,196 Closed
PT
536
Plimoth Trust
Massachusetts
-$120K -10,495 Closed
CG
537
Cutler Group
California
-$93.7K -6,094 Closed
QWM
538
QP Wealth Management
New Jersey
-$1.24M -4,444 Closed
CLOS
539
Compagnie Lombard Odier SCmA
Switzerland
-$33K -2,935 Closed
FHA
540
Flagship Harbor Advisors
Massachusetts
-$29K -2,600 Closed
CA
541
Crewe Advisors
Utah
-$29K -2,553 Closed
CCM
542
Chiron Capital Management
Florida
-$17K -1,500 Closed
JC
543
JBF Capital
Colorado
-$11K -1,000 Closed
ST
544
Sageworth Trust
Pennsylvania
-$7K -650 Closed
OSNBOA
545
Old Second National Bank of Aurora
Illinois
-$7K -600 Closed
AF
546
Allworth Financial
California
-$3K -305 Closed
FFA
547
Founders Financial Alliance
North Carolina
-$3K -268 Closed
CFD
548
Creative Financial Designs
Indiana
-$3K -243 Closed
CHAM
549
Clear Harbor Asset Management
Connecticut
-$2.28K -200 Closed
PFWA
550
Paces Ferry Wealth Advisors
Georgia
-$2K -187 Closed