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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
PI
101
Putnam Investments
Massachusetts
$5.66M -$39.6M -1,979,538 -85%
QI
102
Quilter Investors
United Kingdom
$5.63M +$6.73M +336,480 New
Mitsubishi UFJ Trust & Banking
103
Mitsubishi UFJ Trust & Banking
Japan
$5.47M +$21.3K +1,065 +0.3%
Axa
104
Axa
France
$5.33M -$7.68M -383,600 -55%
BTS
105
BB&T Securities
Virginia
$5.27M -$9.47M -473,415 -60%
Lazard Asset Management
106
Lazard Asset Management
New York
$5.27M -$48K -2,400 -0.8%
ZIC
107
ZWJ Investment Counsel
Georgia
$5.01M -$8M -399,582 -57%
GC
108
Guggenheim Capital
Illinois
$4.97M +$1.26M +63,113 +27%
FMLI
109
Fukoku Mutual Life Insurance
Japan
$4.95M +$22K +1,100 +0.4%
OTPPB
110
Ontario Teachers' Pension Plan Board
Ontario, Canada
$4.84M +$1.53M +76,500 +36%
Lord, Abbett & Co
111
Lord, Abbett & Co
New Jersey
$4.84M -$306K -15,300 -5%
PCM
112
Palouse Capital Management
Washington
$4.75M -$1.07M -53,344 -16%
EP
113
Elkfork Partners
Oregon
$4.52M +$545K +27,234 +11%
FCH
114
Freestone Capital Holdings
Washington
$4.46M +$5.33M +266,285 New
FCI
115
Financial Counselors Inc
Kansas
$4.44M -$1.1M -54,853 -17%
VOYA Investment Management
116
VOYA Investment Management
Georgia
$4.34M +$1.49M +74,238 +40%
CA
117
Continental Advisors
Utah
$4.33M -$1.71M -85,200 -25%
Korea Investment Corp
118
Korea Investment Corp
South Korea
$3.96M +$654K +32,700 +16%
QIM
119
Quantitative Investment Management
Virginia
$3.96M +$4.55M +227,200 +2,392%
Toronto Dominion Bank
120
Toronto Dominion Bank
Ontario, Canada
$3.81M -$1.48M -74,164 -25%
JAM
121
Jolley Asset Management
North Carolina
$3.8M +$4.3M +214,925 +1,791%
GHCM
122
Glen Harbor Capital Management
California
$3.72M +$449K +22,428 +11%
CB
123
Cadence Bank
Mississippi
$3.6M +$4.3M +214,827 New
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$3.51M -$6.58K -329 -0.2%
AG
125
Aperio Group
California
$3.44M +$1.46M +72,979 +55%