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491 hedge funds and large institutions have $5.43B invested in Invesco in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 158 increasing their positions, 187 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $4.41B → $5.43B (+$1.01B)

12% more call options, than puts

Call options by funds: $41.9M | Put options by funds: $37.6M

5% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 86

0.01% more ownership

Funds ownership: 67.68%67.69% (+0.01%)

0% more funds holding

Funds holding: 491491 (0)

16% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 187

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
491
Holders Change
Holders Change %
0%
% of All Funds
7.16%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
90
Increased
158
Reduced
187
Closed
86
Calls
$41.9M
Puts
$37.6M
Net Calls
+$4.34M
Net Calls Change
+$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$918M +$1.67M +115,833 +0.2%
BlackRock
2
BlackRock
New York
$826M +$1.54M +106,498 +0.2%
TFM
3
Trian Fund Management
New York
$605M
State Street
4
State Street
Massachusetts
$376M -$37.7M -2,615,724 -11%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$246M +$37.4M +2,592,039 +23%
Morgan Stanley
6
Morgan Stanley
New York
$177M +$64.9M +4,495,000 +83%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$174M +$1.81M +125,251 +1%
Northern Trust
8
Northern Trust
Illinois
$101M -$3.77M -261,507 -4%
Citadel Advisors
9
Citadel Advisors
Florida
$95.6M +$48.9M +3,390,285 +172%
Charles Schwab
10
Charles Schwab
California
$72M +$1.97M +136,582 +4%
Fisher Asset Management
11
Fisher Asset Management
Washington
$70M +$5.65M +391,933 +11%
Point72 Asset Management
12
Point72 Asset Management
Connecticut
$67M +$50.6M +3,507,900 +1,411%
Balyasny Asset Management
13
Balyasny Asset Management
Illinois
$61.8M +$50M +3,463,819 New
Norges Bank
14
Norges Bank
Norway
$59.7M -$4.45M -308,409 -8%
Goldman Sachs
15
Goldman Sachs
New York
$59.2M -$12.1M -841,959 -20%
Millennium Management
16
Millennium Management
New York
$47.8M +$13.6M +945,701 +55%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$46.2M -$4.41M -305,606 -11%
Barclays
18
Barclays
United Kingdom
$45.8M +$10.3M +714,786 +39%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$45.4M -$64.3M -4,457,947 -64%
Swedbank
20
Swedbank
Sweden
$44.6M -$509K -35,289 -1%
Ameriprise
21
Ameriprise
Minnesota
$38.1M -$1.67M -115,903 -5%
Squarepoint
22
Squarepoint
New York
$34.2M +$15.5M +1,075,710 +128%
AQR Capital Management
23
AQR Capital Management
Connecticut
$34.2M -$6.06M -420,274 -18%
UBS Group
24
UBS Group
Switzerland
$30.2M +$80.4K +5,571 +0.3%
Amundi
25
Amundi
France
$30M -$58.8M -4,073,853 -71%