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450 hedge funds and large institutions have $3.42B invested in Invesco in 2020 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 159 increasing their positions, 176 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $2.82B → $3.42B (+$595M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

2.22% more ownership

Funds ownership: 66.98%69.2% (+2.2%)

5% less call options, than puts

Call options by funds: $28.1M | Put options by funds: $29.4M

10% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 176

11% less funds holding

Funds holding: 503450 (-53)

43% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 114

Holders
450
Holders Change
-53
Holders Change %
-10.54%
% of All Funds
9.23%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
65
Increased
159
Reduced
176
Closed
114
Calls
$28.1M
Puts
$29.4M
Net Calls
-$1.33M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$521M +$49.5M +5,514,052 +13%
BlackRock
2
BlackRock
New York
$392M -$15.2M -1,699,372 -4%
Bank of America
3
Bank of America
North Carolina
$289M -$22.7M -2,530,151 -9%
TFM
4
Trian Fund Management
New York
$237M +$198M +22,026,991 New
State Street
5
State Street
Massachusetts
$206M +$4.56M +508,047 +3%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$128M +$414K +46,183 +0.4%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$102M +$7.3M +814,394 +9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$87.8M +$2.81M +313,421 +4%
PP
9
Prudential plc
United Kingdom
$69.8M +$14.8M +1,654,273 +34%
JP Morgan Chase
10
JP Morgan Chase
New York
$57M +$11.2M +1,244,708 +31%
LBA
11
Letko, Brosseau & Associates
Quebec, Canada
$50.7M +$30.9M +3,440,125 +270%
Northern Trust
12
Northern Trust
Illinois
$46.1M +$840K +93,698 +2%
Norges Bank
13
Norges Bank
Norway
$45.6M +$4.58M +510,205 +14%
Pzena Investment Management
14
Pzena Investment Management
New York
$45M +$2.25M +250,420 +6%
KP
15
Kiltearn Partners
United Kingdom
$43.9M -$7.36M -820,200 -17%
PPA
16
Parametric Portfolio Associates
Washington
$41.4M +$487K +54,274 +1%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$38M +$24.2M +2,693,905 +323%
Goldman Sachs
18
Goldman Sachs
New York
$37.4M -$11.6M -1,292,474 -27%
Charles Schwab
19
Charles Schwab
California
$30.8M +$714K +79,556 +3%
Legal & General Group
20
Legal & General Group
United Kingdom
$28.6M +$262K +29,164 +1%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$28.5M -$2.87M -319,577 -11%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$25.8M -$43.1M -4,801,555 -67%
Fidelity International
23
Fidelity International
Bermuda
$23.6M -$4.91M -547,847 -20%
AII
24
AGF Investments Inc
Ontario, Canada
$20.5M -$344K -38,354 -2%
AA
25
ALPS Advisors
Colorado
$20.4M -$1.07M -118,896 -6%