We are live on ! Find out more

588 hedge funds and large institutions have $10.6B invested in Invesco in 2018 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 246 increasing their positions, 205 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $49.3M | Put options by funds: $27.3M

20% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 205

1.39% less ownership

Funds ownership: 82.43%81.04% (-1.4%)

4% less funds holding

Funds holding: 614588 (-26)

14% less capital invested

Capital invested by funds: $12.3B → $10.6B (-$1.7B)

23% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 83

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
588
Holders Change
-26
Holders Change %
-4.23%
% of All Funds
13.48%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
64
Increased
246
Reduced
205
Closed
83
Calls
$49.3M
Puts
$27.3M
Net Calls
+$22.1M
Net Calls Change
+$2.24M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.36B +$10.9M +315,603 +0.7%
BlackRock
2
BlackRock
New York
$1.1B +$113M +3,283,953 +11%
UBS Group
3
UBS Group
Switzerland
$611M -$27.5M -798,400 -4%
State Street
4
State Street
Massachusetts
$591M -$23M -667,776 -3%
Capital International Investors
5
Capital International Investors
California
$469M -$6.59M -191,200 -1%
American Century Companies
6
American Century Companies
Missouri
$373M +$68.6M +1,988,111 +21%
JP Morgan Chase
7
JP Morgan Chase
New York
$355M -$12.1M -350,848 -3%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$324M +$26.5M +767,064 +8%
KP
9
Kiltearn Partners
United Kingdom
$224M +$40.6M +1,178,700 +20%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$197M -$3.21M -93,063 -1%
Ameriprise
11
Ameriprise
Minnesota
$157M +$58.5M +1,696,765 +53%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$150M +$14.5M +421,091 +10%
Northern Trust
13
Northern Trust
Illinois
$144M -$2.22M -64,276 -1%
Norges Bank
14
Norges Bank
Norway
$141M +$22.8M +660,628 +18%
Goldman Sachs
15
Goldman Sachs
New York
$125M -$25.5M -740,747 -16%
HCM
16
Highfields Capital Management
Massachusetts
$116M -$72.2M -2,094,521 -37%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$107M +$17.7M +513,179 +18%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$103M -$120M -3,465,604 -52%
Morgan Stanley
19
Morgan Stanley
New York
$98.4M -$61.9M -1,796,440 -37%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$95.1M +$1.39M +40,422 +1%
Deutsche Bank
21
Deutsche Bank
Germany
$86.6M +$3.63M +105,144 +4%
UBS AM
22
UBS AM
Illinois
$84.2M +$11.4M +330,395 +14%
Pzena Investment Management
23
Pzena Investment Management
New York
$83.5M +$3.07M +89,003 +4%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$78.2M +$51.3M +1,487,595 +156%
PI
25
Putnam Investments
Massachusetts
$74.4M -$2.44M -70,843 -3%