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Invesco Mortgage Capital
IVR

Overview Fund Activity

176 hedge funds and large institutions have $1.05B invested in Invesco Mortgage Capital in 2016 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 64 reducing their positions, and 32 closing their positions.

Holders
176
Holders Change
-7
Holders Change %
-3.83%
% of All Funds
4.41%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
27
Increased
55
Reduced
64
Closed
32
Calls
$1.8M
Puts
$480K
Net Calls
+$1.32M
Net Calls Change
+$2.12M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$61.4M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$15.5M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$10.8M
4
Citadel Advisors
4
Citadel Advisors
Florida
$19.1M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$24.5M

Top Sellers

1
TIM
1
Thornburg Investment Management
New Mexico
$165M
2
WA
2
Whitebox Advisors
Minnesota
$0
3
YMRC
3
Yorktown Management & Research Company
Virginia
$0
4
CS
4
Credit Suisse
Switzerland
$5.57M
5
AAM
5
Advisors Asset Management
Colorado
$9.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFA
76
Nationwide Fund Advisors
Ohio
$1.03M -$44.3K -303 -4%
SCM
77
Sterling Capital Management
North Carolina
$947K – – –
AIG
78
American International Group
New York
$945K -$2.48K -17 -0.3%
HIM
79
Hillsdale Investment Management
Ontario, Canada
$936K -$209K -1,430 -18%
MCM
80
McKinley Capital Management
Alaska
$932K -$903K -6,185 -49%
MAM
81
Meeder Asset Management
Ohio
$902K +$60.8K +416 +7%
BA
82
BlackRock Advisors
Delaware
$893K +$33.7K +231 +4%
HW
83
Hancock Whitney
Mississippi
$859K +$26.1K +179 +3%
GF
84
Gabelli Funds
New York
$857K – – –
Creative Planning
85
Creative Planning
Kansas
$755K +$41.3K +283 +6%
BIG
86
Bellwether Investment Group
Tennessee
$718K +$718K +4,920 New
JIM
87
Jupiter Investment Management
United Kingdom
$716K +$36.9K +253 +5%
ProShare Advisors
88
ProShare Advisors
Maryland
$703K +$168K +1,148 +31%
SG Americas Securities
89
SG Americas Securities
New York
$686K +$399K +2,735 +139%
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$672K +$7.88K +54 +1%
Public Employees Retirement Association of Colorado
91
Public Employees Retirement Association of Colorado
Colorado
$666K -$62.3K -427 -9%
AG
92
Aperio Group
California
$666K +$143K +982 +27%
T. Rowe Price Associates
93
T. Rowe Price Associates
Maryland
$658K – – –
LCM
94
Landscape Capital Management
New Jersey
$656K +$656K +4,493 New
VOYA Investment Management
95
VOYA Investment Management
Georgia
$645K -$22.2K -152 -3%
Squarepoint
96
Squarepoint
New York
$637K +$637K +4,366 New
PIA
97
Piedmont Investment Advisors
North Carolina
$618K +$62.8K +430 +11%
GEM
98
Global Endowment Management
North Carolina
$584K – – –
PAG
99
Private Advisor Group
New Jersey
$548K -$2.97K -20 -0.5%
SO
100
STRS Ohio
Ohio
$505K -$14.6K -100 -3%
2 3
4
5 6