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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
NIPH
126
NN Investment Partners Holdings
Netherlands
$3.26M +$1.23M +79,996 +75%
GFA
127
Gifford Fong Associates
California
$3.23M
AFWM
128
AMJ Financial Wealth Management
Virginia
$3.23M +$2.85M +185,214 New
RIL
129
Rothschild Investment LLC
Illinois
$3.22M +$50.7K +3,293 +2%
CAM
130
Cacti Asset Management
Georgia
$3.19M +$2.83M +184,213 New
PCM
131
Palouse Capital Management
Washington
$3.04M -$2.12M -137,707 -44%
Russell Investments Group
132
Russell Investments Group
United Kingdom
$3.02M +$660K +42,893 +33%
CB
133
Cadence Bank
Mississippi
$2.98M -$1.44M -93,418 -35%
SO
134
STRS Ohio
Ohio
$2.9M +$944K +61,341 +58%
Rafferty Asset Management
135
Rafferty Asset Management
New York
$2.83M +$326K +21,216 +15%
CI
136
CAZ Investments
Texas
$2.8M -$35.4K -2,300 -1%
ACP
137
Aviance Capital Partners
Florida
$2.77M -$9.86K -641 -0.4%
Wealthfront Advisers
138
Wealthfront Advisers
California
$2.73M +$295K +19,195 +14%
RJA
139
Raymond James & Associates
Florida
$2.73M -$184K -11,932 -7%
GF
140
Gabelli Funds
New York
$2.7M
VOYA Investment Management
141
VOYA Investment Management
Georgia
$2.7M -$183K -11,873 -7%
CWM
142
CIBC World Markets
New York
$2.64M +$294K +19,118 +14%
Retirement Systems of Alabama
143
Retirement Systems of Alabama
Alabama
$2.64M -$7.45K -484 -0.3%
D.E. Shaw & Co
144
D.E. Shaw & Co
New York
$2.64M -$9.96M -647,414 -81%
OPERF
145
Oregon Public Employees Retirement Fund
Oregon
$2.51M -$720K -46,789 -25%
PI
146
PEAK6 Investments
Illinois
$2.44M +$945K +61,443 +78%
Jane Street
147
Jane Street
New York
$2.44M -$5.15M -334,709 -70%
IMA
148
Investment Management Associates
Colorado
$2.42M +$2.13M +138,691 New
Treasurer of the State of North Carolina
149
Treasurer of the State of North Carolina
North Carolina
$2.42M +$5.08K +330 +0.2%
Marshall Wace
150
Marshall Wace
United Kingdom
$2.42M +$2.13M +138,577 New