We are live on ! Find out more

508 hedge funds and large institutions have $5.55B invested in Invesco in 2022 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 171 increasing their positions, 183 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

26% more capital invested

Capital invested by funds: $4.42B → $5.55B (+$1.13B)

19% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 54

1% more funds holding

Funds holding: 504508 (+4)

7% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 183

1.1% less ownership

Funds ownership: 70.9%69.81% (-1.1%)

27% less call options, than puts

Call options by funds: $27.8M | Put options by funds: $38.3M

Holders
508
Holders Change
+4
Holders Change %
+0.79%
% of All Funds
8.17%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
64
Increased
171
Reduced
183
Closed
54
Calls
$27.8M
Puts
$38.3M
Net Calls
-$10.5M
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$11.2M -$1.89M -110,707 -15%
OCM
52
Olstein Capital Management
New York
$11.2M -$975K -57,000 -8%
Ameriprise
53
Ameriprise
Minnesota
$11M +$1.04M +61,038 +11%
Citigroup
54
Citigroup
New York
$10.9M +$3.83M +223,884 +59%
BNP Paribas Financial Markets
55
BNP Paribas Financial Markets
France
$10.7M +$1.89M +110,246 +23%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$10.4M +$39K +2,278 +0.4%
Principal Financial Group
57
Principal Financial Group
Iowa
$10.3M -$758K -44,323 -7%
Toronto Dominion Bank
58
Toronto Dominion Bank
Ontario, Canada
$9.47M +$5.76M +336,662 +177%
Wells Fargo
59
Wells Fargo
California
$9.29M -$3.87M -226,372 -30%
Aberdeen Group
60
Aberdeen Group
United Kingdom
$8.59M +$978K +57,163 +14%
State Board of Administration of Florida Retirement System
61
State Board of Administration of Florida Retirement System
Florida
$8.47M
Adage Capital Partners
62
Adage Capital Partners
Massachusetts
$8.32M -$15.4K -900 -0.2%
Robeco Institutional Asset Management
63
Robeco Institutional Asset Management
Netherlands
$7.95M +$1.33M +78,005 +21%
SAM
64
Storebrand Asset Management
Norway
$7.87M +$766K +44,766 +11%
BGIM
65
Brandywine Global Investment Management
Pennsylvania
$7.64M +$5.17M +302,127 +246%
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$7.58M +$4.43K +259 +0.1%
Prudential Financial
67
Prudential Financial
New Jersey
$7.32M -$8.07M -471,659 -54%
WAS
68
Wesleyan Assurance Society
United Kingdom
$7.27M
CPO
69
Cerity Partners OCIO
New York
$6.64M +$418K +24,468 +7%
Aviva
70
Aviva
United Kingdom
$6.43M +$5.77M +337,228 +1,667%
IF
71
Insight Folios
North Carolina
$6.34M +$983K +57,456 +19%
Bank of Nova Scotia
72
Bank of Nova Scotia
Ontario, Canada
$6.12M +$2.72M +158,868 +88%
Manulife (Manufacturers Life Insurance)
73
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6M -$125K -7,301 -2%
SDIC
74
South Dakota Investment Council
South Dakota
$5.94M -$10.3K -600 -0.2%
Mitsubishi UFJ Asset Management
75
Mitsubishi UFJ Asset Management
Japan
$5.67M +$546K +31,925 +11%