We are live on ! Find out more

457 hedge funds and large institutions have $3.77B invested in Invesco in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 148 increasing their positions, 182 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 52

10% more capital invested

Capital invested by funds: $3.42B → $3.77B (+$358M)

2.63% more ownership

Funds ownership: 69.2%71.83% (+2.6%)

2% more funds holding

Funds holding: 450457 (+7)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less call options, than puts

Call options by funds: $26.3M | Put options by funds: $26.4M

19% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 182

Holders
457
Holders Change
+7
Holders Change %
+1.56%
% of All Funds
9.22%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
60
Increased
148
Reduced
182
Closed
52
Calls
$26.3M
Puts
$26.4M
Net Calls
-$182K
Net Calls Change
+$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$521M -$28.6M -2,696,338 -6%
TFM
2
Trian Fund Management
New York
$419M +$156M +14,712,352 +67%
BlackRock
3
BlackRock
New York
$396M -$18.6M -1,754,259 -5%
Bank of America
4
Bank of America
North Carolina
$308M +$1.34M +126,046 +0.5%
State Street
5
State Street
Massachusetts
$219M +$368K +34,684 +0.2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$115M +$6.11M +576,373 +6%
Nomura Holdings
7
Nomura Holdings
Japan
$104M +$96.5M +9,107,404 +77,025%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$101M -$31.7M -2,987,225 -25%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$91.6M -$1.3M -122,397 -2%
PP
10
Prudential plc
United Kingdom
$90.1M +$14.9M +1,405,347 +22%
JP Morgan Chase
11
JP Morgan Chase
New York
$60.6M +$34.5K +3,254 +0.1%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$55.1M +$13.8M +1,299,856 +37%
Pzena Investment Management
13
Pzena Investment Management
New York
$51.6M +$3.63M +342,305 +8%
Northern Trust
14
Northern Trust
Illinois
$50M +$1.07M +100,956 +2%
LBA
15
Letko, Brosseau & Associates
Quebec, Canada
$48.3M -$5.09M -480,460 -10%
Norges Bank
16
Norges Bank
Norway
$45.5M -$2.63M -248,221 -6%
KP
17
Kiltearn Partners
United Kingdom
$40.5M -$5.7M -538,000 -13%
Goldman Sachs
18
Goldman Sachs
New York
$39.9M +$165K +15,574 +0.4%
PPA
19
Parametric Portfolio Associates
Washington
$39.5M -$4.01M -378,078 -10%
Charles Schwab
20
Charles Schwab
California
$31.9M -$684K -64,513 -2%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$28.1M -$1.96M -184,683 -7%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$23.9M -$3.18M -299,869 -13%
AII
23
AGF Investments Inc
Ontario, Canada
$21.9M +$184K +17,342 +0.9%
Deutsche Bank
24
Deutsche Bank
Germany
$20.3M +$701K +66,113 +4%
Legal & General Group
25
Legal & General Group
United Kingdom
$19.6M -$9.9M -934,670 -35%