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509 hedge funds and large institutions have $5.44B invested in Invesco in 2020 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 147 increasing their positions, 186 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 53

44% more capital invested

Capital invested by funds: $3.77B → $5.44B (+$1.66B)

39% more call options, than puts

Call options by funds: $154M | Put options by funds: $111M

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

11% more funds holding

Funds holding: 457509 (+52)

3.96% less ownership

Funds ownership: 71.83%67.87% (-4%)

21% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 186

Holders
509
Holders Change
+52
Holders Change %
+11.38%
% of All Funds
9.01%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
110
Increased
147
Reduced
186
Closed
53
Calls
$154M
Puts
$111M
Net Calls
+$43M
Net Calls Change
+$43.2M
Name Holding Trade Value Shares
Change
Change in
Stake
IG
51
ING Group
Netherlands
$13.9M +$12.3M +799,983 New
Wells Fargo
52
Wells Fargo
California
$13.4M +$749K +48,699 +7%
Axa
53
Axa
France
$13.2M -$4.57M -297,100 -28%
Grantham, Mayo, Van Otterloo & Co (GMO)
54
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$12.8M +$11.3M +731,800 New
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$12.3M -$305K -19,807 -3%
T. Rowe Price Associates
56
T. Rowe Price Associates
Maryland
$12.1M -$759K -49,330 -7%
Prudential Financial
57
Prudential Financial
New Jersey
$11.9M -$984K -64,000 -9%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$11.8M +$29.1K +1,895 +0.3%
CS
59
Credit Suisse
Switzerland
$11.7M -$1.21M -78,895 -11%
Citigroup
60
Citigroup
New York
$11.6M -$2.32M -150,755 -18%
CIM
61
Contrarius Investment Management
Jersey
$11.4M -$12.2M -790,817 -55%
BNP Paribas Financial Markets
62
BNP Paribas Financial Markets
France
$11.2M -$2.3M -149,211 -19%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$11.1M +$6.2M +403,064 +172%
AG
64
Aperio Group
California
$10.7M -$61.1K -3,975 -0.6%
Robeco Institutional Asset Management
65
Robeco Institutional Asset Management
Netherlands
$10.7M +$74.4K +4,838 +0.8%
HF
66
HRT Financial
New York
$10.3M +$9.05M +588,346 New
Ameriprise
67
Ameriprise
Minnesota
$10.3M -$586K -38,085 -6%
Mitsubishi UFJ Trust & Banking
68
Mitsubishi UFJ Trust & Banking
Japan
$9.99M -$1.92M -125,114 -18%
Canada Pension Plan Investment Board
69
Canada Pension Plan Investment Board
Ontario, Canada
$9.9M +$8.73M +567,868 +5,678,680%
GAM
70
Gotham Asset Management
New York
$9.9M -$55.8K -3,630 -0.6%
AFR
71
Applied Fundamental Research
Massachusetts
$9.65M +$8.52M +553,956 New
Principal Financial Group
72
Principal Financial Group
Iowa
$9.48M +$154K +9,986 +2%
Manulife (Manufacturers Life Insurance)
73
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.43M +$597K +38,798 +8%
MLM
74
Mount Lucas Management
Pennsylvania
$9.22M +$111K +7,223 +1%
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$8.87M -$734K -47,700 -9%