We are live on ! Find out more

522 hedge funds and large institutions have $5.96B invested in Invesco in 2019 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 196 increasing their positions, 187 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

95% more call options, than puts

Call options by funds: $79.1M | Put options by funds: $40.5M

12% more capital invested

Capital invested by funds: $5.32B → $5.96B (+$637M)

5% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 187

6% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 81

2.04% less ownership

Funds ownership: 78.99%76.95% (-2%)

2% less funds holding

Funds holding: 534522 (-12)

Holders
522
Holders Change
-12
Holders Change %
-2.25%
% of All Funds
11.3%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
76
Increased
196
Reduced
187
Closed
81
Calls
$79.1M
Puts
$40.5M
Net Calls
+$38.5M
Net Calls Change
+$34.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$867M +$8.22M +439,630 +1%
BlackRock
2
BlackRock
New York
$701M +$24.3M +1,299,090 +4%
State Street
3
State Street
Massachusetts
$363M +$6.15M +328,812 +2%
Bank of America
4
Bank of America
North Carolina
$321M +$10.7M +574,290 +4%
American Century Companies
5
American Century Companies
Missouri
$247M -$46M -2,460,881 -16%
JP Morgan Chase
6
JP Morgan Chase
New York
$187M -$7.32M -391,684 -4%
KP
7
Kiltearn Partners
United Kingdom
$161M -$12.7M -677,220 -8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$134M +$19.8M +1,060,834 +18%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$128M +$29.5M +1,580,261 +31%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$126M +$43.2M +2,312,927 +55%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$109M +$612K +32,724 +0.6%
Ameriprise
12
Ameriprise
Minnesota
$88.1M +$7.51M +401,552 +10%
Morgan Stanley
13
Morgan Stanley
New York
$85.6M +$8.7M +465,566 +12%
Northern Trust
14
Northern Trust
Illinois
$85.5M -$110K -5,865 -0.1%
Goldman Sachs
15
Goldman Sachs
New York
$85.2M -$14.2M -760,530 -15%
Federated Hermes
16
Federated Hermes
Pennsylvania
$77M -$27.4M -1,463,744 -27%
Norges Bank
17
Norges Bank
Norway
$74.1M
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$70.3M -$23.2M -1,239,756 -25%
PPA
19
Parametric Portfolio Associates
Washington
$65.4M +$11.9M +636,052 +23%
Deutsche Bank
20
Deutsche Bank
Germany
$63.5M -$3.06M -163,919 -5%
BGIM
21
Brandywine Global Investment Management
Pennsylvania
$58.8M -$2.93M -156,728 -5%
AAMU
22
Amundi Asset Management US
Massachusetts
$52.6M +$524K +28,040 +1%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$51.3M -$11.1M -593,480 -18%
Charles Schwab
24
Charles Schwab
California
$51.1M +$2.89M +154,476 +6%
Pzena Investment Management
25
Pzena Investment Management
New York
$51.1M +$287K +15,349 +0.6%