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509 hedge funds and large institutions have $5.44B invested in Invesco in 2020 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 147 increasing their positions, 186 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 53

44% more capital invested

Capital invested by funds: $3.77B → $5.44B (+$1.66B)

39% more call options, than puts

Call options by funds: $154M | Put options by funds: $111M

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

11% more funds holding

Funds holding: 457509 (+52)

3.96% less ownership

Funds ownership: 71.83%67.87% (-4%)

21% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 186

Holders
509
Holders Change
+52
Holders Change %
+11.38%
% of All Funds
9.01%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
110
Increased
147
Reduced
186
Closed
53
Calls
$154M
Puts
$111M
Net Calls
+$43M
Net Calls Change
+$43.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$752M -$39.3M -2,555,389 -6%
TFM
2
Trian Fund Management
New York
$640M
BlackRock
3
BlackRock
New York
$619M +$12.9M +838,862 +2%
State Street
4
State Street
Massachusetts
$348M +$12.5M +814,601 +4%
Bank of America
5
Bank of America
North Carolina
$217M -$224M -14,578,224 -54%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$177M +$1.08M +70,419 +0.7%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$138M -$1.78M -115,740 -1%
Morgan Stanley
8
Morgan Stanley
New York
$113M +$73.1M +4,752,127 +279%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$105M -$44M -2,861,345 -32%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$84.3M +$113K +7,378 +0.2%
PP
11
Prudential plc
United Kingdom
$83.3M -$47.9M -3,112,442 -39%
Northern Trust
12
Northern Trust
Illinois
$75.2M -$1.06M -68,682 -2%
JP Morgan Chase
13
JP Morgan Chase
New York
$69.8M -$19.9M -1,294,269 -24%
KP
14
Kiltearn Partners
United Kingdom
$69M +$6.36M +413,200 +12%
Nomura Holdings
15
Nomura Holdings
Japan
$68.6M -$79.7M -5,181,639 -57%
Norges Bank
16
Norges Bank
Norway
$67.9M -$1.4M -91,010 -2%
Pzena Investment Management
17
Pzena Investment Management
New York
$64.3M -$12.8M -832,387 -18%
LBA
18
Letko, Brosseau & Associates
Quebec, Canada
$62M -$10.4M -678,375 -16%
PPA
19
Parametric Portfolio Associates
Washington
$61.2M +$724K +47,088 +1%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$57.3M +$18.3M +1,189,040 +57%
Charles Schwab
21
Charles Schwab
California
$49.2M +$456K +29,677 +1%
Millennium Management
22
Millennium Management
New York
$47.4M +$40.3M +2,621,245 +2,748%
Goldman Sachs
23
Goldman Sachs
New York
$37.5M -$20.7M -1,343,511 -38%
Citadel Advisors
24
Citadel Advisors
Florida
$36.9M +$20.3M +1,318,801 +165%
UBS AM
25
UBS AM
Illinois
$33.2M +$2.89M +188,204 +11%