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Invesco Mortgage Capital
IVR

Overview Fund Activity

166 hedge funds and large institutions have $1.23B invested in Invesco Mortgage Capital in 2014 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 62 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
–
Holders Change %
0%
% of All Funds
4.77%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
20
Increased
51
Reduced
62
Closed
20
Calls
$15M
Puts
$13.8M
Net Calls
+$1.16M
Net Calls Change
+$5.36M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$65.8M
2
Norges Bank
2
Norges Bank
Norway
$48.3M
3
TC
3
Talkot Capital
California
$25.3M
4
Citigroup
4
Citigroup
New York
$38.4M
5
AAM
5
Advisors Asset Management
Colorado
$35.6M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$80.1K
2
Citadel Advisors
2
Citadel Advisors
Florida
$24.9M
3
Wells Fargo
3
Wells Fargo
California
$30.4M
4
TIM
4
Thornburg Investment Management
New Mexico
$157M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Public Employees Retirement Association of Colorado
76
Public Employees Retirement Association of Colorado
Colorado
$1.08M – – –
CFMC
77
Curbstone Financial Management Corp
New Hampshire
$1.06M -$12.2K -70 -1%
WFI
78
West Family Investments
California
$1.06M – – –
DCM
79
Dinsmore Capital Management
New Jersey
$1.02M – – –
IAM
80
ICM Asset Management
Washington
$792K -$24.7K -142 -3%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$769K -$5.73K -33 -0.7%
Legal & General Group
82
Legal & General Group
United Kingdom
$642K +$34.2K +197 +6%
VAM
83
Visium Asset Management
New York
$582K +$582K +3,355 New
Truist Financial
84
Truist Financial
North Carolina
$557K – – –
VRS
85
Virginia Retirement Systems
Virginia
$554K -$92K -530 -14%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$546K +$193K +1,111 +54%
GMIM
87
General Motors Investment Management
New York
$530K -$58.3K -336 -10%
OAM
88
Orinda Asset Management
California
$521K +$64.3K +370 +14%
Commonwealth Equity Services
89
Commonwealth Equity Services
Massachusetts
$519K -$21.7K -125 -4%
GEM
90
Global Endowment Management
North Carolina
$474K – – –
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$472K +$94.8K +546 +25%
Principal Financial Group
92
Principal Financial Group
Iowa
$430K -$90.9K -523 -17%
Neuberger Berman Group
93
Neuberger Berman Group
New York
$425K +$425K +2,448 New
BT
94
Beacon Trust
New Jersey
$424K – – –
ICAS
95
Investors Capital Advisory Services
Massachusetts
$419K -$27.7K -160 -6%
BC
96
Brinker Capital
Pennsylvania
$396K +$2.08K +12 +0.5%
EWM
97
Edge Wealth Management
New York
$390K +$113K +650 +41%
MCM
98
McKinley Capital Management
Alaska
$389K +$389K +2,243 New
PI
99
Putnam Investments
Massachusetts
$387K +$2.08K +12 +0.5%
PP
100
Paloma Partners
Connecticut
$385K +$385K +2,220 New
2 3
4
5 6