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457 hedge funds and large institutions have $3.77B invested in Invesco in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 148 increasing their positions, 182 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 52

10% more capital invested

Capital invested by funds: $3.42B → $3.77B (+$358M)

2.63% more ownership

Funds ownership: 69.2%71.83% (+2.6%)

2% more funds holding

Funds holding: 450457 (+7)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less call options, than puts

Call options by funds: $26.3M | Put options by funds: $26.4M

19% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 182

Holders
457
Holders Change
+7
Holders Change %
+1.56%
% of All Funds
9.22%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
60
Increased
148
Reduced
182
Closed
52
Calls
$26.3M
Puts
$26.4M
Net Calls
-$182K
Net Calls Change
+$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
V
101
ValueWorks
New York
$2.98M -$208K -19,623 -7%
Acadian Asset Management
102
Acadian Asset Management
Massachusetts
$2.93M +$624K +58,878 +30%
LPL Financial
103
LPL Financial
California
$2.92M +$201K +18,957 +8%
CEI
104
Clark Estates Inc
New York
$2.85M
Osaic Holdings
105
Osaic Holdings
Arizona
$2.77M -$733K -69,222 -22%
Holocene Advisors
106
Holocene Advisors
New York
$2.76M -$488K -46,039 -16%
Voloridge Investment Management
107
Voloridge Investment Management
Florida
$2.73M +$2.53M +238,998 New
Royal Bank of Canada
108
Royal Bank of Canada
Ontario, Canada
$2.68M -$209K -19,728 -8%
Zurich Cantonal Bank
109
Zurich Cantonal Bank
Switzerland
$2.68M +$55.2K +5,214 +2%
CPO
110
Cerity Partners OCIO
New York
$2.67M +$26.4K +2,496 +1%
ZIM
111
Zacks Investment Management
Illinois
$2.63M +$2.45M +230,880 New
PCM
112
Poehling Capital Management
Wisconsin
$2.6M -$146K -13,824 -6%
State of New Jersey Common Pension Fund D
113
State of New Jersey Common Pension Fund D
New Jersey
$2.54M -$529K -49,881 -18%
AIG
114
American International Group
New York
$2.43M -$37.8K -3,571 -2%
APF
115
Alaska Permanent Fund
Alaska
$2.39M +$1.59M +149,680 +251%
Los Angeles Capital Management
116
Los Angeles Capital Management
California
$2.34M
LOPW
117
Live Oak Private Wealth
North Carolina
$2.28M -$8.06K -761 -0.4%
PAMU
118
Pictet Asset Management (UK)
United Kingdom
$2.25M
OPERF
119
Oregon Public Employees Retirement Fund
Oregon
$2.18M -$68.9K -6,500 -3%
GFA
120
Gifford Fong Associates
California
$2.12M +$1.96M +185,393 New
RIL
121
Rothschild Investment LLC
Illinois
$2.07M +$121K +11,405 +7%
BNP Paribas Asset Management
122
BNP Paribas Asset Management
France
$2.02M -$9M -849,557 -83%
Aberdeen Group
123
Aberdeen Group
United Kingdom
$2.02M -$933K -88,016 -33%
ProShare Advisors
124
ProShare Advisors
Maryland
$1.98M -$113K -10,704 -6%
RJA
125
Raymond James & Associates
Florida
$1.92M -$193K -18,178 -10%