We are live on ! Find out more

563 hedge funds and large institutions have $8.73B invested in Invesco in 2018 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 217 increasing their positions, 200 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

40% more call options, than puts

Call options by funds: $46.4M | Put options by funds: $33M

9% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 200

1.05% less ownership

Funds ownership: 81.04%79.99% (-1%)

4% less funds holding

Funds holding: 588563 (-25)

17% less capital invested

Capital invested by funds: $10.6B → $8.73B (-$1.84B)

18% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 96

Holders
563
Holders Change
-25
Holders Change %
-4.25%
% of All Funds
12.89%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
79
Increased
217
Reduced
200
Closed
96
Calls
$46.4M
Puts
$33M
Net Calls
+$13.3M
Net Calls Change
-$8.72M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
551
Versant Capital Management
Arizona
$2K
CA
552
Centerpoint Advisors
Massachusetts
$2K +$1.81K +63 New
CFG
553
Citizens Financial Group
Rhode Island
$2K +$2.1K +73 New
DAM
554
Delta Asset Management
Tennessee
$2K +$2.3K +80 New
OFS
555
Orrstown Financial Services
Pennsylvania
$1K
PFSC
556
Peoples Financial Services Corp
Pennsylvania
$1K
WWMSC
557
Wagner Wealth Management (South Carolina)
South Carolina
$1K
WF
558
WealthTrust Fairport
Ohio
$1K
WAP
559
Wealthcare Advisory Partners
Pennsylvania
$1K +$547 +19 New
LF
560
Lee Financial
Texas
$1K +$1.5K +52 New
AIL
561
AGF Investments LLC
Ontario, Canada
$5 +$5.7K +198 New
HCM
562
Highfields Capital Management
Massachusetts
-$116M -3,638,971 Closed
FQ
563
First Quadrant
California
-$26M -812,061 Closed
FLII
564
First Long Island Investors
New York
-$11.1M -347,740 Closed
SFM
565
Soros Fund Management
New York
-$6.54M -204,318 Closed
MCM
566
Maltese Capital Management
New York
-$6.37M -199,100 Closed
MME
567
Meag Munich Ergo
Germany
-$5.56M -177,324 Closed
DGHMC
568
Dalton, Greiner, Hartman, Maher & Co
New York
-$4.36M -136,319 Closed
MWNA
569
Marshall Wace North America
New York
-$3.82M -119,344 Closed
LG
570
Leuthold Group
Minnesota
-$3.18M -99,384 Closed
OAM
571
Oxford Asset Management
United Kingdom
-$2.6M -81,241 Closed
CSM
572
CAMG Solamere Management
North Carolina
-$2.06M -64,418 Closed
FWIA
573
Fort Washington Investment Advisors
Ohio
-$2.02M -63,186 Closed
PCM
574
Prana Capital Management
Connecticut
-$2.02M -63,102 Closed
TI
575
Trexquant Investment
Connecticut
-$2M -62,635 Closed