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534 hedge funds and large institutions have $5.32B invested in Invesco in 2018 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 172 increasing their positions, 209 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $35.2M | Put options by funds: $31.5M

1.97% less ownership

Funds ownership: 80.96%78.99% (-2%)

5% less funds holding

Funds holding: 565534 (-31)

18% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 209

22% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 119

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

30% less capital invested

Capital invested by funds: $7.63B → $5.32B (-$2.31B)

Holders
534
Holders Change
-31
Holders Change %
-5.49%
% of All Funds
11.9%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
93
Increased
172
Reduced
209
Closed
119
Calls
$35.2M
Puts
$31.5M
Net Calls
+$3.77M
Net Calls Change
-$2.88M
Name Holding Trade Value Shares
Change
Change in
Stake
O
76
OppenheimerFunds
New York
$10.7M +$5.48M +273,912 +76%
Principal Financial Group
77
Principal Financial Group
Iowa
$10.2M -$168K -8,374 -1%
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$10M -$107K -5,370 -0.9%
Asset Management One
79
Asset Management One
Japan
$9.8M -$37.6K -1,879 -0.3%
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$9.59M -$14.5K -725 -0.1%
GC
81
Gillson Capital
Illinois
$9.21M +$11M +549,867 New
Victory Capital Management
82
Victory Capital Management
Texas
$8.46M +$492K +24,608 +5%
Adage Capital Partners
83
Adage Capital Partners
Massachusetts
$8.43M -$500K -25,000 -5%
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$8.39M +$10M +501,034 New
Robeco Institutional Asset Management
85
Robeco Institutional Asset Management
Netherlands
$8M +$2.22M +110,707 +30%
OCM
86
Olstein Capital Management
New York
$7.87M +$760K +38,000 +9%
Envestnet Asset Management
87
Envestnet Asset Management
Illinois
$7.68M +$9.18M +458,633 New
Citadel Advisors
88
Citadel Advisors
Florida
$7.43M -$1.34M -67,078 -13%
SEC
89
Seven Eight Capital
New York
$7.26M +$8.68M +433,887 New
BCM
90
Brown Capital Management
Maryland
$7.23M -$95.5K -4,774 -1%
SCA
91
Stonebridge Capital Advisors
Minnesota
$7.14M +$7.49M +374,335 +720%
BNP Paribas Financial Markets
92
BNP Paribas Financial Markets
France
$7.06M +$356K +17,809 +4%
Balyasny Asset Management
93
Balyasny Asset Management
Illinois
$7.02M +$8.39M +419,257 New
SEI Investments
94
SEI Investments
Pennsylvania
$6.91M +$43.5K +2,176 +0.7%
V
95
ValueWorks
New York
$6.66M +$6.45M +322,502 +429%
CAI
96
Capital Advisors Inc
Oklahoma
$6.61M +$1.86M +92,860 +31%
JIC
97
Johnson Investment Counsel
Ohio
$6.57M -$2.95M -147,629 -27%
Voloridge Investment Management
98
Voloridge Investment Management
Florida
$5.93M +$7.09M +354,243 New
KBC Group
99
KBC Group
Belgium
$5.8M -$2.2M -109,984 -24%
Chevy Chase Trust
100
Chevy Chase Trust
Maryland
$5.67M +$24.8K +1,238 +0.4%