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563 hedge funds and large institutions have $8.73B invested in Invesco in 2018 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 217 increasing their positions, 200 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

40% more call options, than puts

Call options by funds: $46.4M | Put options by funds: $33M

9% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 200

1.05% less ownership

Funds ownership: 81.04%79.99% (-1%)

4% less funds holding

Funds holding: 588563 (-25)

17% less capital invested

Capital invested by funds: $10.6B → $8.73B (-$1.84B)

18% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 96

Holders
563
Holders Change
-25
Holders Change %
-4.25%
% of All Funds
12.89%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
79
Increased
217
Reduced
200
Closed
96
Calls
$46.4M
Puts
$33M
Net Calls
+$13.3M
Net Calls Change
-$8.72M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.14B +$17.2M +597,542 +1%
BlackRock
2
BlackRock
New York
$895M -$21.3M -741,490 -2%
State Street
3
State Street
Massachusetts
$482M -$9.24M -321,126 -2%
American Century Companies
4
American Century Companies
Missouri
$437M +$138M +4,801,968 +41%
Capital International Investors
5
Capital International Investors
California
$396M +$7.47M +259,609 +2%
UBS Group
6
UBS Group
Switzerland
$311M -$212M -7,368,007 -39%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$267M -$1.69M -58,845 -0.6%
JP Morgan Chase
8
JP Morgan Chase
New York
$267M -$30.1M -1,047,715 -9%
KP
9
Kiltearn Partners
United Kingdom
$196M +$6.82M +237,100 +3%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$189M +$27.6M +960,756 +16%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$131M +$7.12M +247,637 +5%
Ameriprise
12
Ameriprise
Minnesota
$125M -$4.09M -142,207 -3%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$117M +$41M +1,424,944 +48%
Northern Trust
14
Northern Trust
Illinois
$117M -$2.77M -96,309 -2%
Norges Bank
15
Norges Bank
Norway
$113M -$4.77M -165,936 -4%
Goldman Sachs
16
Goldman Sachs
New York
$94.7M -$9.76M -339,327 -9%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$92.8M +$7.9M +274,647 +9%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$91.8M +$3.32M +115,492 +3%
Deutsche Bank
19
Deutsche Bank
Germany
$89.6M +$19.2M +667,600 +25%
Morgan Stanley
20
Morgan Stanley
New York
$82.3M +$709K +24,646 +0.8%
Pzena Investment Management
21
Pzena Investment Management
New York
$69.6M +$370K +12,855 +0.5%
AII
22
AGF Investments Inc
Ontario, Canada
$68.6M +$26.1M +905,819 +54%
Federated Hermes
23
Federated Hermes
Pennsylvania
$63.1M +$44.1M +1,531,418 +181%
Wells Fargo
24
Wells Fargo
California
$62M +$14.6M +506,671 +28%
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$60.6M +$12.8M +443,351 +24%