We are live on ! Find out more

544 hedge funds and large institutions have $14.3B invested in Invesco in 2015 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 215 increasing their positions, 222 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

593% more call options, than puts

Call options by funds: $69.4M | Put options by funds: $10M

0.05% more ownership

Funds ownership: 84.48%84.53% (+0.05%)

3% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 222

3% less funds holding

Funds holding: 560544 (-16)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

15% less capital invested

Capital invested by funds: $16.8B → $14.3B (-$2.48B)

19% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 52

Holders
544
Holders Change
-16
Holders Change %
-2.86%
% of All Funds
14.5%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.27%
New
42
Increased
215
Reduced
222
Closed
52
Calls
$69.4M
Puts
$10M
Net Calls
+$59.4M
Net Calls Change
+$38.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
51
Teachers Advisors
New York
$53.2M -$33K -846 -0.1%
Balyasny Asset Management
52
Balyasny Asset Management
Illinois
$52.5M +$29.2M +747,132 +130%
D.E. Shaw & Co
53
D.E. Shaw & Co
New York
$52M +$8M +204,868 +19%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$51.6M -$258K -6,618 -0.5%
AII
55
AGF Investments Inc
Ontario, Canada
$51.2M -$3.99M -102,212 -7%
American Century Companies
56
American Century Companies
Missouri
$50.6M -$125M -3,210,809 -72%
Dimensional Fund Advisors
57
Dimensional Fund Advisors
Texas
$49.5M +$177K +4,536 +0.4%
Mitsubishi UFJ Trust & Banking
58
Mitsubishi UFJ Trust & Banking
Japan
$47.4M -$1.76M -45,086 -4%
BlackRock
59
BlackRock
New York
$46.6M +$7.23M +185,116 +19%
AAMU
60
Amundi Asset Management US
Massachusetts
$45.1M +$1.91M +48,956 +4%
Stifel Financial
61
Stifel Financial
Missouri
$42.5M +$20.6M +527,514 +97%
Retirement Systems of Alabama
62
Retirement Systems of Alabama
Alabama
$40.9M -$492K -12,595 -1%
Charles Schwab
63
Charles Schwab
California
$40.9M +$654K +16,749 +2%
JHIU
64
Janus Henderson Investors US
Colorado
$40.7M +$33.7M +862,500 +533%
SIA
65
Sit Investment Associates
Minnesota
$39.9M +$31M +794,900 +376%
PI
66
Putnam Investments
Massachusetts
$39M +$799K +20,448 +2%
BIM
67
BlackRock Investment Management
Delaware
$39M -$344K -8,809 -0.9%
Two Sigma Investments
68
Two Sigma Investments
New York
$38.9M +$1.83M +46,888 +5%
Alyeska Investment Group
69
Alyeska Investment Group
Illinois
$38.2M +$10.6M +270,883 +39%
State of Wisconsin Investment Board
70
State of Wisconsin Investment Board
Wisconsin
$38.1M -$351K -8,990 -0.9%
1832 Asset Management
71
1832 Asset Management
Ontario, Canada
$35.9M +$34.7M +888,728 +2,756%
WG
72
Winton Group
United Kingdom
$35.4M +$33.9M +869,177 +3,864%
CRM
73
Cramer Rosenthal McGlynn
Connecticut
$34.3M -$7.6M -194,561 -18%
PPA
74
Parametric Portfolio Associates
Washington
$34.2M +$5.98M +153,235 +22%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$33.4M -$685K -17,551 -2%