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534 hedge funds and large institutions have $5.32B invested in Invesco in 2018 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 172 increasing their positions, 209 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $35.2M | Put options by funds: $31.5M

1.97% less ownership

Funds ownership: 80.96%78.99% (-2%)

5% less funds holding

Funds holding: 565534 (-31)

18% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 209

22% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 119

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

30% less capital invested

Capital invested by funds: $7.63B → $5.32B (-$2.31B)

Holders
534
Holders Change
-31
Holders Change %
-5.49%
% of All Funds
11.9%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
93
Increased
172
Reduced
209
Closed
119
Calls
$35.2M
Puts
$31.5M
Net Calls
+$3.77M
Net Calls Change
-$2.88M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$744M +$17.4M +871,216 +2%
BlackRock
2
BlackRock
New York
$586M +$31.1M +1,552,429 +5%
State Street
3
State Street
Massachusetts
$309M -$4.67M -233,607 -1%
Bank of America
4
Bank of America
North Carolina
$269M +$276M +13,774,623 +600%
American Century Companies
5
American Century Companies
Missouri
$255M -$89.4M -4,464,806 -23%
JP Morgan Chase
6
JP Morgan Chase
New York
$169M -$24.3M -1,216,175 -11%
KP
7
Kiltearn Partners
United Kingdom
$151M +$4.81M +240,400 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$98.3M +$14.4M +717,941 +14%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$93.7M -$109M -5,461,793 -49%
Federated Hermes
10
Federated Hermes
Pennsylvania
$91.3M +$7.36M +367,632 +7%
Goldman Sachs
11
Goldman Sachs
New York
$86.6M +$28.9M +1,441,747 +39%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$84.5M +$30.2M +1,507,660 +43%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$81.7M +$4.99M +249,568 +5%
Northern Trust
14
Northern Trust
Illinois
$74.2M +$3.85M +192,150 +5%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$70.6M +$3.84M +191,922 +5%
Ameriprise
16
Ameriprise
Minnesota
$68.6M -$4.12M -205,822 -5%
Morgan Stanley
17
Morgan Stanley
New York
$66.4M +$19.9M +992,623 +33%
Norges Bank
18
Norges Bank
Norway
$64.3M
Deutsche Bank
19
Deutsche Bank
Germany
$57.8M +$1.68M +83,839 +2%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$54.4M -$46.1M -2,301,329 -41%
BGIM
21
Brandywine Global Investment Management
Pennsylvania
$53.6M +$8.38M +418,625 +15%
Fidelity International
22
Fidelity International
Bermuda
$49.3M +$50.6M +2,526,566 +604%
Renaissance Technologies
23
Renaissance Technologies
New York
$47.8M +$25.9M +1,293,500 +83%
PPA
24
Parametric Portfolio Associates
Washington
$46M +$10.9M +544,181 +25%
Pzena Investment Management
25
Pzena Investment Management
New York
$44M -$21.2M -1,061,479 -29%