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
BC
76
Brookfield Corp
Ontario, Canada
$5.58M +$5.3M +310,017 New
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$5.37M -$1.68M -98,215 -26%
LA
78
LBP AM
France
$5.36M +$5.09M +297,796 New
CAM
79
Cacti Asset Management
Georgia
$5.13M
Canada Life
80
Canada Life
Manitoba, Canada
$5.05M -$629K -36,790 -12%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$4.91M +$902K +52,718 +24%
LOPW
82
Live Oak Private Wealth
North Carolina
$4.88M +$64.3K +3,761 +1%
CA
83
Continental Advisors
Utah
$4.82M -$1.28M -74,846 -22%
Walleye Trading
84
Walleye Trading
New York
$4.73M +$87.8K +5,132 +2%
Chevy Chase Trust
85
Chevy Chase Trust
Maryland
$4.71M -$277K -16,186 -6%
V
86
ValueWorks
New York
$4.57M -$12K -703 -0.3%
PCM
87
Poehling Capital Management
Wisconsin
$4.55M -$67.8K -3,964 -2%
N
88
Natixis
France
$4.45M +$4.23M +247,464 New
AFG
89
American Financial Group
Ohio
$4.41M
National Bank of Canada
90
National Bank of Canada
Quebec, Canada
$4.4M +$2.54M +148,365 +154%
Holocene Advisors
91
Holocene Advisors
New York
$4.36M +$3.28M +191,977 +382%
FAF
92
Första AP-fonden
Sweden
$4.32M +$2.58M +150,800 +169%
Fidelity International
93
Fidelity International
Bermuda
$4.04M -$6.97M -407,748 -64%
GC
94
Guggenheim Capital
Illinois
$3.96M +$630K +36,857 +20%
Ohio Public Employees Retirement System (OPERS)
95
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.93M -$37K -2,164 -1%
HSBC Holdings
96
HSBC Holdings
United Kingdom
$3.79M -$436K -25,486 -11%
QOP
97
Quinn Opportunity Partners
Virginia
$3.63M
AIM
98
Achmea Investment Management
Netherlands
$3.62M
Allianz Asset Management
99
Allianz Asset Management
Germany
$3.61M -$146K -8,540 -4%
PAMS
100
Pictet Asset Management (Switzerland)
Switzerland
$3.57M +$333K +19,478 +11%