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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
RIL
201
Rothschild Investment LLC
Illinois
$993K -$88.9K -6,164 -10%
ACM
202
Aquatic Capital Management
Illinois
$985K +$796K +55,200 New
Capital Fund Management (CFM)
203
Capital Fund Management (CFM)
France
$982K +$794K +55,018 New
FRM
204
Fox Run Management
Connecticut
$969K +$784K +54,328 New
Mariner
205
Mariner
Kansas
$956K -$92.6K -6,417 -11%
GIM
206
Gold Investment Management
Alberta, Canada
$941K +$761K +52,743 New
PAG
207
Private Advisor Group
New Jersey
$921K -$14K -969 -2%
Pathstone Holdings
208
Pathstone Holdings
New Jersey
$911K +$735K +50,925 New
LAM
209
LECAP Asset Management
United Kingdom
$903K +$730K +50,591 New
Verition Fund Management
210
Verition Fund Management
Connecticut
$902K +$270K +18,723 +59%
MIS
211
Morningstar Investment Services
Illinois
$893K +$360K +24,985 +102%
Mackenzie Financial
212
Mackenzie Financial
Ontario, Canada
$867K -$174K -12,062 -20%
SOADOR
213
State of Alaska Department of Revenue
Alaska
$866K -$68.7K -4,760 -9%
SA
214
Strategic Advisors
New York
$865K -$72.1K -5,000 -9%
DADC
215
D.A. Davidson & Co
Montana
$862K -$21.1K -1,460 -3%
VPIM
216
Vanguard Personalized Indexing Management
California
$826K +$45.3K +3,141 +7%
WIS
217
Wright Investors Service
Connecticut
$818K -$122K -8,432 -16%
PE
218
Point72 Europe
United Kingdom
$814K +$658K +45,610 New
EP
219
Edgestream Partners
New Jersey
$808K +$653K +45,289 New
HT
220
HAP Trading
New York
$797K +$645K +44,675 New
1832 Asset Management
221
1832 Asset Management
Ontario, Canada
$796K -$34.6K -2,396 -5%
BHCM
222
Brevan Howard Capital Management
Jersey
$749K +$605K +41,958 New
JF
223
Jump Financial
Illinois
$742K -$2.72M -188,640 -82%
HF
224
HRT Financial
New York
$740K +$598K +41,482 New
Allspring Global Investments
225
Allspring Global Investments
North Carolina
$730K -$2.85M -197,288 -83%