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530 hedge funds and large institutions have $6.83B invested in Invesco in 2019 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 211 increasing their positions, 176 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

323% more call options, than puts

Call options by funds: $162M | Put options by funds: $38.3M

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

30% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 54

20% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 176

15% more capital invested

Capital invested by funds: $5.96B → $6.83B (+$868M)

2% more funds holding

Funds holding: 522530 (+8)

10.14% less ownership

Funds ownership: 76.95%66.81% (-10%)

Holders
530
Holders Change
+8
Holders Change %
+1.53%
% of All Funds
11.51%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
70
Increased
211
Reduced
176
Closed
54
Calls
$162M
Puts
$38.3M
Net Calls
+$124M
Net Calls Change
+$85.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$925M +$6.5M +313,139 +0.7%
BlackRock
2
BlackRock
New York
$733M -$10.1M -484,123 -1%
Bank of America
3
Bank of America
North Carolina
$568M +$231M +11,109,785 +67%
State Street
4
State Street
Massachusetts
$394M +$9.88M +475,763 +3%
AAMU
5
Amundi Asset Management US
Massachusetts
$276M -$19.8M -953,993 -35%
JP Morgan Chase
6
JP Morgan Chase
New York
$206M +$9.16M +441,091 +5%
KP
7
Kiltearn Partners
United Kingdom
$155M -$15.3M -736,100 -9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$155M +$12.3M +593,659 +9%
American Century Companies
9
American Century Companies
Missouri
$149M -$114M -5,468,317 -43%
Federated Hermes
10
Federated Hermes
Pennsylvania
$147M +$66.3M +3,194,065 +80%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$134M -$2M -96,155 -1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$114M -$1.26M -60,638 -1%
Ameriprise
13
Ameriprise
Minnesota
$111M +$18.1M +874,140 +19%
Goldman Sachs
14
Goldman Sachs
New York
$96.2M +$6.09M +293,347 +7%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$95.6M -$38.5M -1,855,036 -28%
Morgan Stanley
16
Morgan Stanley
New York
$93M +$2.37M +114,161 +3%
Northern Trust
17
Northern Trust
Illinois
$92.2M +$1.64M +79,096 +2%
Fidelity International
18
Fidelity International
Bermuda
$86.8M +$34.4M +1,654,867 +64%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$82.3M +$7.89M +380,235 +10%
Norges Bank
20
Norges Bank
Norway
$78.8M +$289K +13,914 +0.4%
PPA
21
Parametric Portfolio Associates
Washington
$68.6M -$660K -31,772 -0.9%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$60.3M +$27.1M +1,304,617 +79%
Wells Fargo
23
Wells Fargo
California
$58.6M +$20.5M +987,993 +53%
Charles Schwab
24
Charles Schwab
California
$56.1M +$1.91M +91,770 +3%
Pzena Investment Management
25
Pzena Investment Management
New York
$54.3M +$143K +6,887 +0.3%