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Invesco Mortgage Capital
IVR

Overview Fund Activity

215 hedge funds and large institutions have $1.26B invested in Invesco Mortgage Capital in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 68 increasing their positions, 71 reducing their positions, and 29 closing their positions.

Holders
215
Holders Change
+4
Holders Change %
+1.9%
% of All Funds
4.93%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
68
Reduced
71
Closed
29
Calls
$2.01M
Puts
$2.14M
Net Calls
-$131K
Net Calls Change
-$1.68M

Top Buyers

1
BlackRock
1
BlackRock
New York
$304M
2
Invesco
2
Invesco
Georgia
$16.5M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$21.7M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$48.7M
5
MWNA
5
Marshall Wace North America
New York
$7.11M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$19.2M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$10.4M
3
JIM
3
Jupiter Investment Management
United Kingdom
$1.35M
4
RCAMU
4
Rothschild & Co Asset Management US
Connecticut
$4.7M
5
Wells Fargo
5
Wells Fargo
California
$8.79M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$9.63M 587,957 -218,446 -27%
First Trust Advisors
27
First Trust Advisors
Illinois
$9.21M 562,045 +53,459 +11%
Deutsche Bank
28
Deutsche Bank
Germany
$9.09M 554,939 -163,389 -23%
Wells Fargo
29
Wells Fargo
California
$8.79M 536,804 -417,595 -44%
CEP
30
Chicago Equity Partners
Illinois
$7.16M 436,965 -152,055 -26%
MWNA
31
Marshall Wace North America
New York
$7.11M 433,810 +433,810 New
PPA
32
Parametric Portfolio Associates
Washington
$7.01M 428,098 -6,162 -1%
SCA
33
Secor Capital Advisors
New York
$6.72M 410,096 +410,096 New
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$6.07M 370,489 -69,277 -16%
WAM
35
Wolverine Asset Management
Illinois
$6.05M 369,160 +369,160 New
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$5.94M 362,349 -99,328 -22%
VanEck Associates
37
VanEck Associates
New York
$5.91M 360,838 +1,458 +0.4%
Rafferty Asset Management
38
Rafferty Asset Management
New York
$5.71M 348,509 +61,817 +22%
MAM
39
Martingale Asset Management
Massachusetts
$5.69M 347,214 -51,714 -13%
CAM
40
ClariVest Asset Management
California
$5.15M 314,220 -100,700 -24%
Legal & General Group
41
Legal & General Group
United Kingdom
$4.92M 300,974 -15,074 -5%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$4.9M 299,129 +6,356 +2%
GC
43
Guggenheim Capital
Illinois
$4.88M 297,942 +23,648 +9%
AAMU
44
AEGON Asset Management (UK)
United Kingdom
$4.77M 291,158 -39,875 -12%
RCAMU
45
Rothschild & Co Asset Management US
Connecticut
$4.7M 287,050 -549,213 -66%
Wellington Management Group
46
Wellington Management Group
Massachusetts
$4.68M 285,575 +103,100 +57%
TCIM
47
TIAA CREF Investment Management
New York
$4.59M 279,931 +4,311 +2%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$4.46M 272,404 +3,377 +1%
Fuller & Thaler Asset Management
49
Fuller & Thaler Asset Management
California
$4.4M 268,300 +115,200 +75%
Arrowstreet Capital
50
Arrowstreet Capital
Massachusetts
$4.34M 264,800 +264,800 New
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