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Invesco Mortgage Capital
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Overview Fund Activity

242 hedge funds and large institutions have $1.73B invested in Invesco Mortgage Capital in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 106 increasing their positions, 56 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+13
Holders Change %
+5.68%
% of All Funds
4.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
48
Increased
106
Reduced
56
Closed
29
Calls
$917K
Puts
$1.83M
Net Calls
-$911K
Net Calls Change
-$417K

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$27M
2
WG
Winton Group
United Kingdom
$23.5M
3
RCAMU
Rothschild & Co Asset Management US
Connecticut
$26.6M
4
BlackRock
BlackRock
New York
$445M
5
First Trust Advisors
First Trust Advisors
Illinois
$10.1M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
SSA
Schonfeld Strategic Advisors
New York
$787K
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$17.2M
5
Millennium Management
Millennium Management
New York
$1.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
226
FinTrust Capital Advisors
South Carolina
$8K +$8K +50 New
APA
227
American Portfolios Advisors
New York
$6.93K +$2.31K +14 +50%
PI
228
PEAK6 Investments
Illinois
$6K +$6K +34 New
CFA
229
Carroll Financial Associates
North Carolina
$5K – – –
OSAM
230
O'Shaughnessy Asset Management
Connecticut
$4K +$4K +26 New
TFS
231
TrustCore Financial Services
Tennessee
$3K – – –
Carson Wealth (CWM LLC)
232
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
PFBT
233
Parkside Financial Bank & Trust
Missouri
$3K +$1.33K +8 +80%
AF
234
Allworth Financial
California
$3K +$3K +20 New
AA
235
Argent Advisors
Louisiana
$3K +$3K +23 New
KFS
236
Kelly Financial Services
Massachusetts
$2.74K +$161 +1 +6%
HGWM
237
Harvest Group Wealth Management
Massachusetts
$2K – – –
LC
238
Lindbrook Capital
California
$2K +$2K +10 New
EW
239
Evoke Wealth
California
$1.62K – – –
S
240
SignatureFD
Georgia
$1K -$250 -2 -20%
BCA
241
Berman Capital Advisors
Georgia
$1K – – –
WQ
242
Wealth Quarterback
New Jersey
$657 +$657 +951 New
Balyasny Asset Management
243
Balyasny Asset Management
Illinois
– -$11.7M -76,183 Closed
Alyeska Investment Group
244
Alyeska Investment Group
Illinois
– -$9.81M -64,089 Closed
3C
245
361 Capital
Colorado
– -$2.4M -15,684 Closed
Connor, Clark & Lunn Investment Management (CC&L)
246
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$2.3M -15,000 Closed
Holocene Advisors
247
Holocene Advisors
New York
– -$1.77M -11,541 Closed
OAM
248
Oxford Asset Management
United Kingdom
– -$1.51M -9,886 Closed
NICM
249
Neo Ivy Capital Management
New York
– -$1.23M -8,204 Closed
ICA
250
Infrastructure Capital Advisors
New York
– -$1.94M -7,396 Closed
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