We are live on ! Find out more

513 hedge funds and large institutions have $5.2B invested in Invesco in 2019 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 190 increasing their positions, 202 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $72.8M | Put options by funds: $34.5M

6% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 202

1.47% less ownership

Funds ownership: 66.81%65.33% (-1.5%)

3% less funds holding

Funds holding: 530513 (-17)

18% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 71

24% less capital invested

Capital invested by funds: $6.83B → $5.2B (-$1.63B)

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
513
Holders Change
-17
Holders Change %
-3.21%
% of All Funds
11.25%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
58
Increased
190
Reduced
202
Closed
71
Calls
$72.8M
Puts
$34.5M
Net Calls
+$38.3M
Net Calls Change
-$85.6M
Name Holding Trade Value Shares
Change
Change in
Stake
State of New Jersey Common Pension Fund D
101
State of New Jersey Common Pension Fund D
New Jersey
$4.49M +$4.68M +265,100 New
EP
102
Elkfork Partners
Oregon
$4.38M -$3.76M -213,112 -45%
DF
103
Donoghue Forlines
Massachusetts
$4.28M -$945K -53,515 -17%
CB
104
Cadence Bank
Mississippi
$4.23M +$175K +9,924 +4%
JAM
105
Jolley Asset Management
North Carolina
$4.03M +$51.1K +2,893 +1%
IPW
106
Inlet Private Wealth
Florida
$4.01M -$493K -27,900 -11%
Aberdeen Group
107
Aberdeen Group
United Kingdom
$4M -$101K -5,695 -2%
AG
108
Aperio Group
California
$3.87M -$1.68M -95,285 -29%
Holocene Advisors
109
Holocene Advisors
New York
$3.75M +$2.32M +131,553 +146%
UR
110
USCA RIA
Texas
$3.69M +$935K +52,946 +32%
SO
111
STRS Ohio
Ohio
$3.64M -$347K -19,646 -8%
GHCM
112
Glen Harbor Capital Management
California
$3.61M -$3.1M -175,504 -45%
CIBC Asset Management
113
CIBC Asset Management
Ontario, Canada
$3.59M +$777K +43,986 +26%
Skandinaviska Enskilda Banken (SEB)
114
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.56M +$3.71M +210,136 New
PAMU
115
Pictet Asset Management (UK)
United Kingdom
$3.56M -$26.5K -1,500 -0.7%
AOWM
116
Alpha Omega Wealth Management
Virginia
$3.54M +$1.2M +68,168 +52%
GAM
117
Gotham Asset Management
New York
$3.52M +$600K +33,988 +20%
Asset Management One
118
Asset Management One
Japan
$3.5M +$25.2K +1,427 +0.7%
Two Sigma Investments
119
Two Sigma Investments
New York
$3.47M -$12.4M -700,563 -77%
Franklin Resources
120
Franklin Resources
California
$3.46M +$1.99M +112,797 +123%
SMDAM
121
Sumitomo Mitsui DS Asset Management
Japan
$3.42M +$544K +30,815 +18%
AC
122
Allstate Corporation
Illinois
$3.4M -$61.7K -3,493 -2%
DADC
123
D.A. Davidson & Co
Montana
$3.35M +$1.35M +76,681 +63%
GF
124
Gabelli Funds
New York
$3.13M +$265K +15,000 +9%
DekaBank Deutsche Girozentrale
125
DekaBank Deutsche Girozentrale
Germany
$3.13M +$2.11M +119,436 +189%