We are live on ! Find out more

491 hedge funds and large institutions have $5.43B invested in Invesco in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 158 increasing their positions, 187 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $4.41B → $5.43B (+$1.01B)

12% more call options, than puts

Call options by funds: $41.9M | Put options by funds: $37.6M

5% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 86

0.01% more ownership

Funds ownership: 67.68%67.69% (+0.01%)

0% more funds holding

Funds holding: 491491 (0)

16% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 187

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
491
Holders Change
Holders Change %
0%
% of All Funds
7.16%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
90
Increased
158
Reduced
187
Closed
86
Calls
$41.9M
Puts
$37.6M
Net Calls
+$4.34M
Net Calls Change
+$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
51
Legal & General Group
United Kingdom
$11.9M -$9.16M -634,601 -49%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$11.9M +$6.21M +430,706 +183%
TC
53
TwinBeech Capital
New York
$11.9M +$9.29M +644,073 +2,923%
Swiss National Bank
54
Swiss National Bank
Switzerland
$11.8M +$9.57M +663,100 New
UBS AM
55
UBS AM
Illinois
$11.7M -$17.2M -1,194,841 -64%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$11.4M -$852K -59,020 -8%
D.E. Shaw & Co
57
D.E. Shaw & Co
New York
$10.7M -$20.7M -1,433,944 -70%
BNP Paribas Financial Markets
58
BNP Paribas Financial Markets
France
$10.5M +$48.4K +3,353 +0.6%
AllianceBernstein
59
AllianceBernstein
Tennessee
$10.2M +$406K +28,143 +5%
Prudential Financial
60
Prudential Financial
New Jersey
$10.2M -$4.4M -305,137 -35%
OCM
61
Olstein Capital Management
New York
$9.51M -$1.31M -91,054 -15%
CCM
62
Cinctive Capital Management
New York
$9.38M +$7.59M +525,779 New
SPS
63
Susquehanna Portfolio Strategies
Pennsylvania
$9.36M +$7.57M +524,727 New
CM
64
Churchill Management
California
$9.26M +$7.49M +519,024 New
Principal Financial Group
65
Principal Financial Group
Iowa
$8.95M -$97.3K -6,745 -1%
Cerity Partners
66
Cerity Partners
New York
$8.91M +$5.28M +366,094 +274%
WMSA
67
Weiss Multi-Strategy Advisers
New York
$8.58M +$6.94M +480,814 New
Robeco Institutional Asset Management
68
Robeco Institutional Asset Management
Netherlands
$8.52M -$11M -761,214 -61%
CCM
69
Channing Capital Management
Illinois
$8.48M +$6.86M +475,275 New
IP
70
Interval Partners
New York
$8.09M +$6.54M +453,515 New
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$8.06M +$260 +18 +0%
Adage Capital Partners
72
Adage Capital Partners
Massachusetts
$7.79M -$136K -9,400 -2%
CS
73
Credit Suisse
Switzerland
$7.61M -$2.72M -188,676 -31%
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$7.6M -$680K -47,144 -10%
Toronto Dominion Bank
75
Toronto Dominion Bank
Ontario, Canada
$7.31M -$4.75M -329,181 -45%