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534 hedge funds and large institutions have $5.32B invested in Invesco in 2018 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 172 increasing their positions, 209 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $35.2M | Put options by funds: $31.5M

1.97% less ownership

Funds ownership: 80.96%78.99% (-2%)

5% less funds holding

Funds holding: 565534 (-31)

18% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 209

22% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 119

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

30% less capital invested

Capital invested by funds: $7.63B → $5.32B (-$2.31B)

Holders
534
Holders Change
-31
Holders Change %
-5.49%
% of All Funds
11.9%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
93
Increased
172
Reduced
209
Closed
119
Calls
$35.2M
Puts
$31.5M
Net Calls
+$3.77M
Net Calls Change
-$2.88M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
551
Teza Capital Management
Illinois
-$2.2M -95,981 Closed
Marshall Wace
552
Marshall Wace
United Kingdom
-$2.12M -92,802 Closed
AIM
553
Achmea Investment Management
Netherlands
-$2.05M -89,760 Closed
VAM
554
Visionary Asset Management
Texas
-$2.01M -87,657 Closed
AI
555
Atria Investments
North Carolina
-$1.98M -86,525 Closed
SLAM
556
Swiss Life Asset Management
-$1.92M -84,041 Closed
PWLP
557
Prio Wealth Limited Partnership
Massachusetts
-$1.38M -60,324 Closed
VCM
558
Virtue Capital Management
Tennessee
-$1.35M -58,956 Closed
Nomura Holdings
559
Nomura Holdings
Japan
-$1.35M -58,794 Closed
DDC
560
DF Dent & Co
Maryland
-$1.25M -54,673 Closed
SIA
561
Sit Investment Associates
Minnesota
-$1.09M -47,480 Closed
OI
562
Oakbrook Investments
Illinois
-$1.08M -47,320 Closed
SBH
563
Segall Bryant & Hamill
Illinois
-$1.07M -46,665 Closed
PAG
564
Private Advisor Group
New Jersey
-$910K -39,764 Closed
SS
565
Simplicity Solutions
Minnesota
-$874K -38,203 Closed
BO
566
Bank OZK
Arkansas
-$840K -36,699 Closed
CG
567
Colony Group
Massachusetts
-$835K -36,495 Closed
WB
568
Wilks Brothers
Texas
-$794K -34,700 Closed
PWS
569
Peloton Wealth Strategists
Indiana
-$725K -31,700 Closed
GAB
570
German American Bancorp
Indiana
-$701K -30,680 Closed
BG
571
Bahl & Gaynor
Ohio
-$690K -30,148 Closed
CT
572
Coastline Trust
Rhode Island
-$659K -28,820 Closed
LP
573
LMR Partners
United Kingdom
-$643K -28,113 Closed
JMPWA
574
JP Morgan Private Wealth Advisors
California
-$638K -27,890 Closed
SIP
575
Stoneridge Investment Partners
Pennsylvania
-$615K -26,889 Closed