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565 hedge funds and large institutions have $7.63B invested in Invesco in 2018 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 223 increasing their positions, 198 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

13% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 198

12% more call options, than puts

Call options by funds: $63.7M | Put options by funds: $57.1M

10% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 72

0.97% more ownership

Funds ownership: 79.99%80.96% (+0.97%)

0% more funds holding

Funds holding: 563565 (+2)

13% less capital invested

Capital invested by funds: $8.73B → $7.63B (-$1.09B)

Holders
565
Holders Change
+2
Holders Change %
+0.36%
% of All Funds
12.92%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
79
Increased
223
Reduced
198
Closed
72
Calls
$63.7M
Puts
$57.1M
Net Calls
+$6.65M
Net Calls Change
-$6.67M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$997M +$13.1M +524,580 +1%
BlackRock
2
BlackRock
New York
$765M -$6.26M -250,537 -0.7%
American Century Companies
3
American Century Companies
Missouri
$451M +$81.2M +3,250,743 +20%
State Street
4
State Street
Massachusetts
$428M +$14.1M +564,467 +3%
JP Morgan Chase
5
JP Morgan Chase
New York
$259M +$31.6M +1,263,803 +13%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$253M +$25M +1,001,343 +10%
UBS Group
7
UBS Group
Switzerland
$235M -$35.4M -1,418,455 -12%
KP
8
Kiltearn Partners
United Kingdom
$200M +$34.8M +1,393,287 +19%
Capital International Investors
9
Capital International Investors
California
$179M -$177M -7,088,433 -48%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$127M -$38.8M -1,552,377 -22%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$118M +$5.51M +220,335 +4%
Federated Hermes
12
Federated Hermes
Pennsylvania
$116M +$67.7M +2,709,900 +114%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$106M +$5.87M +234,971 +5%
Ameriprise
14
Ameriprise
Minnesota
$97.6M -$10.5M -421,382 -9%
Northern Trust
15
Northern Trust
Illinois
$97M -$3.83M -153,098 -3%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$92M +$13.2M +529,414 +15%
Norges Bank
17
Norges Bank
Norway
$87.8M -$10.3M -411,313 -10%
Goldman Sachs
18
Goldman Sachs
New York
$85.3M +$4.05M +162,109 +5%
Pzena Investment Management
19
Pzena Investment Management
New York
$84.5M +$26.8M +1,071,967 +41%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$83.8M +$34.7M +1,386,674 +61%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$81M +$2.1M +84,183 +2%
Deutsche Bank
22
Deutsche Bank
Germany
$77.1M -$34.6K -1,383 -0%
Morgan Stanley
23
Morgan Stanley
New York
$68.1M -$3.07M -122,680 -4%
BGIM
24
Brandywine Global Investment Management
Pennsylvania
$63.7M +$20.9M +837,637 +43%
Wells Fargo
25
Wells Fargo
California
$62.2M +$9.54M +381,664 +16%