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614 hedge funds and large institutions have $12.3B invested in Invesco in 2017 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 236 increasing their positions, 202 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 35

72% more call options, than puts

Call options by funds: $47.3M | Put options by funds: $27.5M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

17% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 202

13% more funds holding

Funds holding: 545614 (+69)

5% more capital invested

Capital invested by funds: $11.7B → $12.3B (+$588M)

0.52% more ownership

Funds ownership: 81.92%82.43% (+0.52%)

Holders
614
Holders Change
+69
Holders Change %
+12.66%
% of All Funds
13.93%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
107
Increased
236
Reduced
202
Closed
35
Calls
$47.3M
Puts
$27.5M
Net Calls
+$19.8M
Net Calls Change
-$7.65M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.54B +$19.2M +531,482 +1%
BlackRock
2
BlackRock
New York
$1.14B -$51.4M -1,421,504 -4%
UBS Group
3
UBS Group
Switzerland
$726M +$14.9M +411,150 +2%
State Street
4
State Street
Massachusetts
$699M +$16.5M +455,876 +2%
Capital International Investors
5
Capital International Investors
California
$542M +$32.9M +910,636 +7%
JP Morgan Chase
6
JP Morgan Chase
New York
$418M -$2.68M -74,151 -0.6%
American Century Companies
7
American Century Companies
Missouri
$353M +$6.29M +173,766 +2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$342M -$914K -25,271 -0.3%
AAMU
9
Amundi Asset Management US
Massachusetts
$271M +$83.4M +2,306,093 +45%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$244M +$72.3M +1,997,426 +43%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$228M -$11.5M -319,186 -5%
KP
12
Kiltearn Partners
United Kingdom
$217M +$5.28M +145,800 +3%
HCM
13
Highfields Capital Management
Massachusetts
$210M -$91.7M -2,533,278 -31%
Morgan Stanley
14
Morgan Stanley
New York
$178M +$30.7M +849,491 +21%
Goldman Sachs
15
Goldman Sachs
New York
$170M +$8.12M +224,294 +5%
Northern Trust
16
Northern Trust
Illinois
$166M -$3.75M -103,665 -2%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$156M +$5.46M +150,909 +4%
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$147M -$2.59M -71,492 -2%
Norges Bank
19
Norges Bank
Norway
$137M +$41.1M +1,136,991 +43%
Ameriprise
20
Ameriprise
Minnesota
$118M -$64.1M -1,772,244 -35%
Bank of America
21
Bank of America
North Carolina
$115M -$516K -14,254 -0.5%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$108M -$19M -524,217 -15%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$107M +$53.7M +1,483,417 +103%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$103M +$1.47M +40,604 +1%
Prudential Financial
25
Prudential Financial
New Jersey
$102M +$44.6M +1,233,577 +80%