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513 hedge funds and large institutions have $5.2B invested in Invesco in 2019 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 190 increasing their positions, 202 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $72.8M | Put options by funds: $34.5M

6% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 202

1.47% less ownership

Funds ownership: 66.81%65.33% (-1.5%)

3% less funds holding

Funds holding: 530513 (-17)

18% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 71

24% less capital invested

Capital invested by funds: $6.83B → $5.2B (-$1.63B)

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
513
Holders Change
-17
Holders Change %
-3.21%
% of All Funds
11.25%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
58
Increased
190
Reduced
202
Closed
71
Calls
$72.8M
Puts
$34.5M
Net Calls
+$38.3M
Net Calls Change
-$85.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$728M -$39.6M -2,243,271 -5%
BlackRock
2
BlackRock
New York
$620M +$14.3M +811,778 +2%
Bank of America
3
Bank of America
North Carolina
$481M +$11.4M +647,821 +2%
State Street
4
State Street
Massachusetts
$319M -$8.2M -464,238 -2%
JP Morgan Chase
5
JP Morgan Chase
New York
$189M +$17.7M +1,000,589 +10%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$128M +$377K +21,375 +0.3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$127M +$16.6M +940,474 +14%
Federated Hermes
8
Federated Hermes
Pennsylvania
$121M -$691K -39,157 -0.5%
KP
9
Kiltearn Partners
United Kingdom
$120M -$9.59M -543,200 -7%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$114M +$47.8M +2,706,950 +67%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$102M +$7.94M +449,957 +8%
Morgan Stanley
12
Morgan Stanley
New York
$78.3M +$1.31M +74,180 +2%
Northern Trust
13
Northern Trust
Illinois
$71.9M -$4.62M -261,711 -6%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$70.6M -$8.91M -504,543 -11%
Ameriprise
15
Ameriprise
Minnesota
$69.1M -$25.5M -1,446,266 -27%
Goldman Sachs
16
Goldman Sachs
New York
$65.5M -$14.7M -834,700 -18%
Norges Bank
17
Norges Bank
Norway
$65.3M
Citadel Advisors
18
Citadel Advisors
Florida
$57.7M +$34.5M +1,951,222 +134%
Charles Schwab
19
Charles Schwab
California
$46.5M +$61.8K +3,499 +0.1%
Pzena Investment Management
20
Pzena Investment Management
New York
$44.6M -$317K -17,972 -0.7%
Legal & General Group
21
Legal & General Group
United Kingdom
$41.8M -$386K -21,860 -0.9%
Fidelity International
22
Fidelity International
Bermuda
$40.4M -$32.8M -1,858,919 -44%
PPA
23
Parametric Portfolio Associates
Washington
$40.3M -$17.2M -976,376 -29%
Wells Fargo
24
Wells Fargo
California
$38.3M -$10.7M -604,329 -21%
Deutsche Bank
25
Deutsche Bank
Germany
$35.9M +$496K +28,094 +1%