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450 hedge funds and large institutions have $3.42B invested in Invesco in 2020 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 159 increasing their positions, 176 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $2.82B → $3.42B (+$595M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

2.22% more ownership

Funds ownership: 66.98%69.2% (+2.2%)

5% less call options, than puts

Call options by funds: $28.1M | Put options by funds: $29.4M

10% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 176

11% less funds holding

Funds holding: 503450 (-53)

43% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 114

Holders
450
Holders Change
-53
Holders Change %
-10.54%
% of All Funds
9.23%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
65
Increased
159
Reduced
176
Closed
114
Calls
$28.1M
Puts
$29.4M
Net Calls
-$1.33M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
101
Cadence Bank
Mississippi
$2.87M -$32.7K -3,643 -1%
Aberdeen Group
102
Aberdeen Group
United Kingdom
$2.85M +$311K +34,708 +15%
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$2.74M -$6.9M -769,238 -75%
CEI
104
Clark Estates Inc
New York
$2.69M +$2.24M +250,000 New
PCM
105
Poehling Capital Management
Wisconsin
$2.6M +$565K +62,968 +35%
LPL Financial
106
LPL Financial
California
$2.55M -$1.04M -116,414 -33%
GC
107
Guggenheim Capital
Illinois
$2.54M +$96.8K +10,796 +5%
Stifel Financial
108
Stifel Financial
Missouri
$2.54M -$3.42M -380,954 -62%
CPO
109
Cerity Partners OCIO
New York
$2.49M +$460K +51,285 +28%
Zurich Cantonal Bank
110
Zurich Cantonal Bank
Switzerland
$2.47M +$1.15M +127,701 +125%
CIBC Private Wealth Group
111
CIBC Private Wealth Group
Georgia
$2.46M +$30.1K +3,352 +1%
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$2.37M -$3.28M -365,607 -61%
AIG
113
American International Group
New York
$2.33M -$57.9K -6,456 -3%
ZCM
114
Ziegler Capital Management
Illinois
$2.25M -$1.25M -139,427 -40%
Los Angeles Capital Management
115
Los Angeles Capital Management
California
$2.21M -$282K -31,405 -13%
Ensign Peak Advisors
116
Ensign Peak Advisors
Utah
$2.19M +$552K +61,540 +43%
Skandinaviska Enskilda Banken (SEB)
117
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.19M +$1.13M +125,900 +162%
LOPW
118
Live Oak Private Wealth
North Carolina
$2.16M +$1.8M +200,341 New
Acadian Asset Management
119
Acadian Asset Management
Massachusetts
$2.13M +$90.6K +10,103 +5%
PAMU
120
Pictet Asset Management (UK)
United Kingdom
$2.12M -$22.4K -2,500 -1%
OPERF
121
Oregon Public Employees Retirement Fund
Oregon
$2.12M +$640K +71,397 +57%
FAF
122
Fjarde Ap-fonden
Sweden
$2.02M +$229K +25,577 +16%
RJA
123
Raymond James & Associates
Florida
$2.01M -$11.1M -1,237,499 -87%
Russell Investments Group
124
Russell Investments Group
United Kingdom
$2M +$958K +106,777 +133%
ProShare Advisors
125
ProShare Advisors
Maryland
$1.99M -$216K -24,100 -12%