We are live on ! Find out more

503 hedge funds and large institutions have $2.82B invested in Invesco in 2020 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 196 increasing their positions, 170 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $33.8M | Put options by funds: $22.6M

15% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 170

0.07% less ownership

Funds ownership: 67.05%66.98% (-0.07%)

3% less funds holding

Funds holding: 519503 (-16)

15% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 87

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

48% less capital invested

Capital invested by funds: $5.47B → $2.82B (-$2.65B)

Holders
503
Holders Change
-16
Holders Change %
-3.08%
% of All Funds
11.08%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
74
Increased
196
Reduced
170
Closed
87
Calls
$33.8M
Puts
$22.6M
Net Calls
+$11.3M
Net Calls Change
-$34.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$389M +$12.8M +840,571 +2%
BlackRock
2
BlackRock
New York
$346M -$8.94M -588,009 -2%
Bank of America
3
Bank of America
North Carolina
$267M +$19.2M +1,265,204 +4%
State Street
4
State Street
Massachusetts
$169M -$3.14M -206,539 -1%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$107M +$46.3M +3,047,716 +35%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$79M +$15.7M +1,030,879 +13%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$71.3M +$2.85M +187,218 +2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$65.4M +$3.37M +221,566 +3%
Federated Hermes
9
Federated Hermes
Pennsylvania
$62.7M +$741K +48,739 +0.7%
KP
10
Kiltearn Partners
United Kingdom
$44.5M -$21.9M -1,441,500 -23%
PP
11
Prudential plc
United Kingdom
$43.9M +$73.5M +4,834,701 New
Goldman Sachs
12
Goldman Sachs
New York
$43.3M -$8.81M -579,651 -11%
Northern Trust
13
Northern Trust
Illinois
$38M +$1.47M +96,752 +2%
JP Morgan Chase
14
JP Morgan Chase
New York
$36.8M +$272K +17,903 +0.4%
Pzena Investment Management
15
Pzena Investment Management
New York
$35.7M -$55.3K -3,635 -0.1%
PPA
16
Parametric Portfolio Associates
Washington
$34.4M +$17.1M +1,126,953 +42%
Norges Bank
17
Norges Bank
Norway
$33.8M -$1.92M -126,308 -3%
CIM
18
Contrarius Investment Management
Jersey
$27.7M +$46.3M +3,047,878 New
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$26.9M -$55.3M -3,635,362 -55%
Charles Schwab
20
Charles Schwab
California
$25.2M +$748K +49,206 +2%
Fidelity International
21
Fidelity International
Bermuda
$24.9M +$9.65M +634,937 +30%
CAG
22
Csenge Advisory Group
Florida
$24.3M +$1.94M +127,451 New
Legal & General Group
23
Legal & General Group
United Kingdom
$23.9M +$1.44M +94,734 +4%
Victory Capital Management
24
Victory Capital Management
Texas
$22.6M +$13.6M +896,532 +56%
Morgan Stanley
25
Morgan Stanley
New York
$22.1M -$8.97M -590,107 -20%