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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
JIM
576
Jupiter Investment Management
United Kingdom
-$576K -25,200 Closed
PGFC
577
Peapack-Gladstone Financial Corp
New Jersey
-$522K -22,816 Closed
SC
578
SRB Corp
Massachusetts
-$502K -21,930 Closed
William Blair & Company
579
William Blair & Company
Illinois
-$468K -20,436 Closed
HCM
580
Hollencrest Capital Management
California
-$363K -18,800 Closed
AWM
581
AE Wealth Management
Kansas
-$421K -18,386 Closed
LS
582
Livforsakringsbolaget Skandia
Sweden
-$388K -16,959 Closed
CANY
583
Caxton Associates (New York)
New York
-$376K -16,438 Closed
LMGAM
584
Liberty Mutual Group Asset Management
Massachusetts
-$376K -16,419 Closed
VCA
585
Verdence Capital Advisors
Maryland
-$374K -16,336 Closed
SW
586
SVB Wealth
Massachusetts
-$367K -16,061 Closed
BC
587
Banced Corp
Illinois
-$348K -15,216 Closed
FAB
588
First American Bank
Illinois
-$346K -15,111 Closed
Daiwa Securities Group
589
Daiwa Securities Group
Japan
-$336K -14,664 Closed
AIM
590
Assured Investment Management
New York
-$302K -13,203 Closed
AT
591
Arden Trust
Delaware
-$298K -13,048 Closed
ANRIA
592
American National Registered Investment Advisor
Texas
-$294K -12,835 Closed
RC
593
RegentAtlantic Capital
New Jersey
-$284K -12,422 Closed
UF
594
Univest Financial
Pennsylvania
-$274K -11,986 Closed
LCM
595
Landscape Capital Management
New Jersey
-$272K -11,901 Closed
RIM
596
Redwood Investment Management
Arizona
-$270K -11,784 Closed
FWCM
597
Ferguson Wellman Capital Management
Oregon
-$267K -11,656 Closed
MSE
598
MUFG Securities EMEA
United Kingdom
-$255K -11,138 Closed
SJIM
599
St. Johns Investment Management
Florida
-$248K -10,819 Closed
CC
600
ClearArc Capital
Ohio
-$243K -10,616 Closed