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588 hedge funds and large institutions have $10.6B invested in Invesco in 2018 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 246 increasing their positions, 205 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $49.3M | Put options by funds: $27.3M

20% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 205

1.39% less ownership

Funds ownership: 82.43%81.04% (-1.4%)

4% less funds holding

Funds holding: 614588 (-26)

14% less capital invested

Capital invested by funds: $12.3B → $10.6B (-$1.7B)

23% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 83

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
588
Holders Change
-26
Holders Change %
-4.23%
% of All Funds
13.48%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
64
Increased
246
Reduced
205
Closed
83
Calls
$49.3M
Puts
$27.3M
Net Calls
+$22.1M
Net Calls Change
+$2.24M
Name Holding Trade Value Shares
Change
Change in
Stake
DILIC
651
Dai-ichi Life Insurance Company
Japan
-$203K -5,553 Closed
NAMA
652
Nikko Asset Management Americas
New York
-$137K -3,900 Closed
TRCT
653
Tower Research Capital (TRC)
New York
-$75K -2,032 Closed
STA
654
Summit Trail Advisors
New York
-$66K -1,750 Closed
KTM
655
Keeler Thomas Management
Utah
-$35K -966 Closed
IWP
656
Icon Wealth Partners
Texas
-$33K -903 Closed
EWM
657
Evercore Wealth Management
New York
-$29K -790 Closed
AssetMark Inc
658
AssetMark Inc
California
-$18K -487 Closed
BL
659
Balentine LLC
Georgia
-$15K -400 Closed
DCM
660
Delpha Capital Management
New York
-$12K -336 Closed
KJWM
661
Kiley Juergens Wealth Management
Washington
-$9K -270 Closed
PWM
662
Paulson Wealth Management
Illinois
-$10K -260 Closed
FFG
663
Ford Financial Group
California
-$8K -232 Closed
PCA
664
Providence Capital Advisors
North Carolina
-$6K -154 Closed
EWM
665
Endurance Wealth Management
Rhode Island
-$5K -133 Closed
FBT
666
First Bank & Trust
South Dakota
-$5K -130 Closed
CFA
667
Carroll Financial Associates
North Carolina
-$3K -94 Closed
CHP
668
Cable Hill Partners
Oregon
-$3K -76 Closed
Financial Engines Advisors
669
Financial Engines Advisors
California
-$2K -42 Closed
RPC
670
Rossmore Private Capital
Connecticut
-$804 -22 Closed
PWM
671
Perigon Wealth Management
California
+$310 +9 New