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519 hedge funds and large institutions have $5.47B invested in Invesco in 2019 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 182 increasing their positions, 197 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $71.8M | Put options by funds: $26.3M

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

29% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 58

5% more capital invested

Capital invested by funds: $5.2B → $5.47B (+$272M)

1.72% more ownership

Funds ownership: 65.33%67.05% (+1.7%)

1% more funds holding

Funds holding: 513519 (+6)

8% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 197

Holders
519
Holders Change
+6
Holders Change %
+1.17%
% of All Funds
10.23%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.14%
New
75
Increased
182
Reduced
197
Closed
58
Calls
$71.8M
Puts
$26.3M
Net Calls
+$45.5M
Net Calls Change
+$7.16M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$756M -$15.8M -923,879 -2%
BlackRock
2
BlackRock
New York
$697M +$36.3M +2,130,166 +6%
Bank of America
3
Bank of America
North Carolina
$506M -$4.08M -239,226 -0.8%
State Street
4
State Street
Massachusetts
$339M +$417K +24,435 +0.1%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$158M +$46.9M +2,747,950 +46%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$138M +$3.27M +191,474 +3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$138M +$1.34M +78,364 +1%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$125M +$47.9M +2,808,522 +67%
Federated Hermes
9
Federated Hermes
Pennsylvania
$123M -$4.9M -287,048 -4%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$119M -$2.14M -125,251 -2%
KP
11
Kiltearn Partners
United Kingdom
$114M -$11.9M -696,500 -10%
Goldman Sachs
12
Goldman Sachs
New York
$96.2M +$25.3M +1,483,346 +38%
Northern Trust
13
Northern Trust
Illinois
$73.6M -$2.59M -151,562 -4%
JP Morgan Chase
14
JP Morgan Chase
New York
$72.5M -$121M -7,108,767 -64%
Pzena Investment Management
15
Pzena Investment Management
New York
$70.7M +$22.1M +1,296,170 +49%
Norges Bank
16
Norges Bank
Norway
$69.3M
Morgan Stanley
17
Morgan Stanley
New York
$54.3M -$27.3M -1,598,774 -35%
Charles Schwab
18
Charles Schwab
California
$49.1M -$214K -12,564 -0.5%
Citadel Advisors
19
Citadel Advisors
Florida
$48.9M -$11.7M -686,731 -20%
PPA
20
Parametric Portfolio Associates
Washington
$47.9M +$4.88M +286,233 +12%
Legal & General Group
21
Legal & General Group
United Kingdom
$45.5M +$1.11M +65,026 +3%
Wells Fargo
22
Wells Fargo
California
$41.8M +$1.15M +67,301 +3%
Fidelity International
23
Fidelity International
Bermuda
$37.9M -$4.72M -276,721 -12%
AA
24
ALPS Advisors
Colorado
$35.4M -$375K -22,013 -1%
Balyasny Asset Management
25
Balyasny Asset Management
Illinois
$35.3M +$33.5M +1,962,776 New