Invesco Mortgage Capital
IVR
139 hedge funds and large institutions have $206M invested in Invesco Mortgage Capital in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 52 increasing their positions, 35 reducing their positions, and 31 closing their positions.
49% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 35
1.16% more ownership
Funds ownership: 40.92% → 42.08% (+1.2%)
2% less capital invested
Capital invested by funds: $210M → $206M (-$3.74M)
6% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 31
2% less funds holding
Funds holding: 142 → 139 (-3)
40% less call options, than puts
Call options by funds: $4.79M | Put options by funds: $7.93M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$18.7M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$8.1M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$6.13M |
| 4 |
BlackRock
New York
|
+$2.35M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$4.58M |
| 2 |
HF
HRT Financial
New York
|
-$2.35M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.38M |
| 4 |
ECM
ExodusPoint Capital Management
New York
|
-$1.37M |
| 5 |
Millennium Management
New York
|
-$1.29M |
IVR Hedge Fund Activity: Q4 2024 in Review
139 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Mortgage Capital (IVR) for Q4 2024, worth a combined $206M — down 1.8% from $210M a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of IVR and 29 opened new positions — a net loss of 2 holders — while 35 trimmed existing stakes and 52 added.
The largest buyer was Invesco, adding an estimated $18.7M. The largest seller was Renaissance Technologies, cutting an estimated $4.58M.
- 139 institutional investors held Invesco Mortgage Capital (IVR) as of Q4 2024, down from 142 in Q3 2024.
- Funds reported $206M of Invesco Mortgage Capital stock for Q4 2024, down 1.8% quarter-over-quarter.
- 29 funds opened new Invesco Mortgage Capital positions in Q4 2024 and 31 closed out, a net change of -2 holders.
- The largest Invesco Mortgage Capital buyer in Q4 2024 was Invesco, an estimated $18.7M added.
- The largest Invesco Mortgage Capital seller in Q4 2024 was Renaissance Technologies, an estimated $4.58M sold.
Based on aggregated 13F filings for Q4 2024.