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491 hedge funds and large institutions have $5.43B invested in Invesco in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 158 increasing their positions, 187 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $4.41B → $5.43B (+$1.01B)

12% more call options, than puts

Call options by funds: $41.9M | Put options by funds: $37.6M

5% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 86

0.01% more ownership

Funds ownership: 67.68%67.69% (+0.01%)

0% more funds holding

Funds holding: 491491 (0)

16% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 187

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
491
Holders Change
Holders Change %
0%
% of All Funds
7.16%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
90
Increased
158
Reduced
187
Closed
86
Calls
$41.9M
Puts
$37.6M
Net Calls
+$4.34M
Net Calls Change
+$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
Continental Advisors
Utah
$3.5M -$1.91M -132,717 -40%
SG Americas Securities
102
SG Americas Securities
New York
$3.5M -$12.5K -863 -0.4%
Rafferty Asset Management
103
Rafferty Asset Management
New York
$3.41M +$180K +12,448 +7%
Citigroup
104
Citigroup
New York
$3.36M -$1.59M -110,390 -37%
EGM
105
Engineers Gate Manager
New York
$3.33M +$2.69M +186,673 New
State of New Jersey Common Pension Fund D
106
State of New Jersey Common Pension Fund D
New Jersey
$3.24M +$158K +10,948 +6%
PMEF
107
Point72 Middle East FZE
United Arab Emirates
$3.23M +$2.61M +181,184 New
RIM
108
Redwood Investment Management
Arizona
$3.21M -$555K -38,475 -18%
TC
109
Trilogy Capital
California
$3.17M +$264K +18,270 +11%
Janus Henderson Group
110
Janus Henderson Group
United Kingdom
$3.16M +$1.74M +120,895 +215%
QT
111
Quantbot Technologies
New York
$3.11M +$1.34M +92,714 +113%
QCM
112
Quantinno Capital Management
New York
$3.09M +$1.8M +124,612 +255%
Wells Fargo
113
Wells Fargo
California
$3.06M +$226K +15,692 +10%
Ohio Public Employees Retirement System (OPERS)
114
Ohio Public Employees Retirement System (OPERS)
Ohio
$3M +$54.6K +3,784 +2%
Thrivent Financial for Lutherans
115
Thrivent Financial for Lutherans
Minnesota
$2.96M -$188K -12,999 -7%
Treasurer of the State of North Carolina
116
Treasurer of the State of North Carolina
North Carolina
$2.87M +$22.7K +1,570 +1%
Nisa Investment Advisors
117
Nisa Investment Advisors
Missouri
$2.83M -$115K -7,990 -5%
GF
118
Gabelli Funds
New York
$2.77M
Stifel Financial
119
Stifel Financial
Missouri
$2.65M +$832K +57,641 +63%
Victory Capital Management
120
Victory Capital Management
Texas
$2.63M +$1.01M +69,754 +90%
APF
121
Alaska Permanent Fund
Alaska
$2.59M +$11.1K +767 +0.5%
BBVA
122
Banco Bilbao Vizcaya Argentaria
Spain
$2.58M -$808K -55,977 -28%
WI
123
WBI Investments
New Jersey
$2.51M +$1.87M +129,808 +1,163%
GC
124
Guggenheim Capital
Illinois
$2.51M +$915K +63,388 +82%
ARA
125
Alexander Randolph Advisory
Virginia
$2.5M +$2.02M +139,905 New