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509 hedge funds and large institutions have $5.44B invested in Invesco in 2020 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 147 increasing their positions, 186 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 53

44% more capital invested

Capital invested by funds: $3.77B → $5.44B (+$1.66B)

39% more call options, than puts

Call options by funds: $154M | Put options by funds: $111M

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

11% more funds holding

Funds holding: 457509 (+52)

3.96% less ownership

Funds ownership: 71.83%67.87% (-4%)

21% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 186

Holders
509
Holders Change
+52
Holders Change %
+11.38%
% of All Funds
9.01%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
110
Increased
147
Reduced
186
Closed
53
Calls
$154M
Puts
$111M
Net Calls
+$43M
Net Calls Change
+$43.2M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
101
LPL Financial
California
$4.56M +$87.6K +5,697 +2%
Los Angeles Capital Management
102
Los Angeles Capital Management
California
$4.54M +$852K +55,373 +27%
V
103
ValueWorks
New York
$4.49M -$48.6K -3,159 -1%
FC
104
Full18 Capital
Connecticut
$4.48M +$3.95M +256,931 New
ACI
105
AMP Capital Investors
Australia
$4.43M -$885K -57,563 -18%
ZIM
106
Zacks Investment Management
Illinois
$4.22M +$178K +11,556 +5%
Toronto Dominion Bank
107
Toronto Dominion Bank
Ontario, Canada
$4.03M +$3.56M +231,219 New
Zurich Cantonal Bank
108
Zurich Cantonal Bank
Switzerland
$4M -$79.6K -5,178 -2%
Ohio Public Employees Retirement System (OPERS)
109
Ohio Public Employees Retirement System (OPERS)
Ohio
$4M +$3.53M +229,563 New
PCM
110
Poehling Capital Management
Wisconsin
$3.98M +$2.2K +143 +0.1%
CEI
111
Clark Estates Inc
New York
$3.96M -$354K -23,000 -9%
PP
112
Paloma Partners
Connecticut
$3.96M +$3.49M +226,940 New
KBC Group
113
KBC Group
Belgium
$3.89M
State of New Jersey Common Pension Fund D
114
State of New Jersey Common Pension Fund D
New Jersey
$3.86M -$14.1K -917 -0.4%
SFI
115
Susquehanna Fundamental Investments
Pennsylvania
$3.83M +$2.55M +165,602 +307%
CPO
116
Cerity Partners OCIO
New York
$3.77M -$269K -17,472 -7%
LOPW
117
Live Oak Private Wealth
North Carolina
$3.77M +$260K +16,871 +8%
AU
118
Algebris (UK)
United Kingdom
$3.77M +$3.33M +216,191 New
APF
119
Alaska Permanent Fund
Alaska
$3.65M
BNP Paribas Asset Management
120
BNP Paribas Asset Management
France
$3.59M +$446K +28,995 +16%
Aberdeen Group
121
Aberdeen Group
United Kingdom
$3.53M +$392K +25,474 +14%
PAMU
122
Pictet Asset Management (UK)
United Kingdom
$3.52M +$73.8K +4,800 +2%
Schroder Investment Management Group
123
Schroder Investment Management Group
United Kingdom
$3.41M -$888K -57,761 -23%
CSS
124
Cubist Systematic Strategies
Connecticut
$3.41M +$840K +54,594 +39%
Asset Management One
125
Asset Management One
Japan
$3.34M -$1.76M -114,352 -37%