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Invesco Mortgage Capital
IVR

Overview Fund Activity

229 hedge funds and large institutions have $1.52B invested in Invesco Mortgage Capital in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 110 increasing their positions, 53 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+6
Holders Change %
+2.69%
% of All Funds
5.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
110
Reduced
53
Closed
22
Calls
$1.19M
Puts
$1.68M
Net Calls
-$494K
Net Calls Change
-$884K

Top Buyers

1
BlackRock
BlackRock
New York
$400M
2
Vanguard Group
Vanguard Group
Pennsylvania
$225M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$22M
4
SSA
Schonfeld Strategic Advisors
New York
$11.2M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$11.7M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$10.4M
2
Bank of America
Bank of America
North Carolina
$19.6M
3
Deutsche Bank
Deutsche Bank
Germany
$1.95M
4
Two Sigma Investments
Two Sigma Investments
New York
$6.73M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$2.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFO
226
Tarbox Family Office
California
$1K -$3.6K -18 -78%
BCA
227
Berman Capital Advisors
Georgia
$1K – – –
GT
228
Glenmede Trust
Pennsylvania
$23 +$2 +13 +9%
USAA
229
United Services Automobile Association
Texas
– -$3.92M -24,325 Closed
Rafferty Asset Management
230
Rafferty Asset Management
New York
– -$3.67M -22,786 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
231
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$3.28M -20,370 Closed
YMRC
232
Yorktown Management & Research Company
Virginia
– -$3.08M -19,100 Closed
Canada Life
233
Canada Life
Manitoba, Canada
– -$2.76M -17,116 Closed
CEP
234
Chicago Equity Partners
Illinois
– -$1.12M -6,943 Closed
BAM
235
Blueshift Asset Management
New Jersey
– -$901K -5,589 Closed
Squarepoint
236
Squarepoint
New York
– -$842K -5,226 Closed
CBOA
237
Commonwealth Bank of Australia
Australia
– -$788K -4,890 Closed
ARTA
238
A.R.T. Advisors
New York
– -$758K -4,700 Closed
IUHSA
239
Itau Unibanco Holding S.A.
Brazil
– -$746K -4,627 Closed
First Trust Advisors
240
First Trust Advisors
Illinois
– -$423K -2,624 Closed
CFMC
241
Curbstone Financial Management Corp
New Hampshire
– -$345K -2,140 Closed
CCIA
242
Campbell & Co Investment Adviser
Maryland
– -$329K -2,040 Closed
Verition Fund Management
243
Verition Fund Management
Connecticut
– -$165K -1,021 Closed
KeyBank National Association
244
KeyBank National Association
Ohio
– -$164K -1,015 Closed
HIM
245
Hillsdale Investment Management
Ontario, Canada
– -$129K -800 Closed
CF
246
Centaurus Financial
California
– -$104K -645 Closed
SIS
247
Sound Income Strategies
Florida
– -$26K -163 Closed
AS
248
Altshuler Shaham
Israel
– -$16K -99 Closed
PCP
249
Proficio Capital Partners
Massachusetts
– -$11K -66 Closed
PFO
250
Pathstone Family Office
New Jersey
– -$8K -51 Closed
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