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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
WAS
76
Wesleyan Assurance Society
United Kingdom
$7.21M
BGIM
77
Brandywine Global Investment Management
Pennsylvania
$7.15M +$197K +13,623 +4%
IF
78
Insight Folios
North Carolina
$6.82M +$411K +28,498 +8%
SAM
79
Storebrand Asset Management
Norway
$6.76M -$194K -13,453 -3%
Grantham, Mayo, Van Otterloo & Co (GMO)
80
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$6.61M -$9.71M -673,304 -64%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$6.6M -$1.96M -136,065 -27%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$6.57M -$7.86M -545,127 -60%
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.41M +$22K +1,528 +0.4%
Jane Street
84
Jane Street
New York
$5.99M +$2.65M +183,523 +121%
New York State Common Retirement Fund
85
New York State Common Retirement Fund
New York
$5.56M -$547K -37,916 -11%
LOPW
86
Live Oak Private Wealth
North Carolina
$5.46M -$143K -9,933 -3%
SDIC
87
South Dakota Investment Council
South Dakota
$5.27M -$144K -10,000 -3%
SEI Investments
88
SEI Investments
Pennsylvania
$5.1M +$871K +60,343 +27%
AIM
89
Achmea Investment Management
Netherlands
$4.81M +$1.42M +98,078 +57%
Mitsubishi UFJ Asset Management
90
Mitsubishi UFJ Asset Management
Japan
$4.61M -$2.18M -151,078 -36%
PCM
91
Poehling Capital Management
Wisconsin
$4.58M +$35K +2,426 +1%
GFA
92
Gifford Fong Associates
California
$4.56M
Chevy Chase Trust
93
Chevy Chase Trust
Maryland
$4.48M -$15.1K -1,047 -0.4%
V
94
ValueWorks
New York
$4.42M -$19.4K -1,345 -0.5%
AFG
95
American Financial Group
Ohio
$4.37M
SSA
96
Schonfeld Strategic Advisors
New York
$4.19M +$2.87M +198,748 +548%
CSS
97
Cubist Systematic Strategies
Connecticut
$4.11M +$3.32M +230,328 New
LPL Financial
98
LPL Financial
California
$3.66M +$59K +4,088 +2%
IMRF
99
Illinois Municipal Retirement Fund
Illinois
$3.65M +$871K +60,394 +42%
CAM
100
Cacti Asset Management
Georgia
$3.58M