We are live on ! Find out more

508 hedge funds and large institutions have $5.55B invested in Invesco in 2022 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 171 increasing their positions, 183 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

26% more capital invested

Capital invested by funds: $4.42B → $5.55B (+$1.13B)

19% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 54

1% more funds holding

Funds holding: 504508 (+4)

7% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 183

1.1% less ownership

Funds ownership: 70.9%69.81% (-1.1%)

27% less call options, than puts

Call options by funds: $27.8M | Put options by funds: $38.3M

Holders
508
Holders Change
+4
Holders Change %
+0.79%
% of All Funds
8.17%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
64
Increased
171
Reduced
183
Closed
54
Calls
$27.8M
Puts
$38.3M
Net Calls
-$10.5M
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
TFM
1
Trian Fund Management
New York
$1B
Vanguard Group
2
Vanguard Group
Pennsylvania
$947M +$14.2M +827,609 +2%
BlackRock
3
BlackRock
New York
$814M +$30.7M +1,793,208 +4%
State Street
4
State Street
Massachusetts
$456M -$691K -40,410 -0.2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$165M +$5.46M +319,016 +4%
Morgan Stanley
6
Morgan Stanley
New York
$104M +$14.3M +836,828 +17%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$102M -$19M -1,110,204 -16%
Northern Trust
8
Northern Trust
Illinois
$80.5M +$383K +22,372 +0.5%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$77M -$2.95M -172,241 -4%
Charles Schwab
10
Charles Schwab
California
$68.2M +$2.18M +127,265 +3%
Norges Bank
11
Norges Bank
Norway
$58.1M -$3.41M -199,347 -6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$56.8M -$8.73M -510,709 -14%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$55.4M +$758K +44,302 +1%
Goldman Sachs
14
Goldman Sachs
New York
$50.1M -$9.25M -540,605 -16%
Swedbank
15
Swedbank
Sweden
$47.8M +$1.62M +94,775 +4%
Pzena Investment Management
16
Pzena Investment Management
New York
$47.5M -$805K -47,068 -2%
Fiera Capital (Canada)
17
Fiera Capital (Canada)
Quebec, Canada
$42.2M -$491K -28,711 -1%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$41.6M -$11.1M -649,800 -22%
Bank of America
19
Bank of America
North Carolina
$40.8M +$3.78M +220,759 +11%
Citadel Advisors
20
Citadel Advisors
Florida
$39.1M -$24.3M -1,422,954 -40%
JP Morgan Chase
21
JP Morgan Chase
New York
$36.4M -$28.1M -1,642,338 -45%
GC
22
Gillson Capital
Illinois
$36.2M +$34.4M +2,009,996 New
Amundi
23
Amundi
France
$35.3M +$2.02M +117,915 +7%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$34.5M -$4.16M -243,503 -11%
UBS AM
25
UBS AM
Illinois
$34.2M -$1.92M -112,329 -6%