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Invesco Mortgage Capital
IVR

Overview Fund Activity

178 hedge funds and large institutions have $1.21B invested in Invesco Mortgage Capital in 2017 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 74 increasing their positions, 44 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+5
Holders Change %
+2.89%
% of All Funds
4.44%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
30
Increased
74
Reduced
44
Closed
23
Calls
$2.11M
Puts
$4.49M
Net Calls
-$2.39M
Net Calls Change
-$1.76M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$18.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$28.6M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$16.3M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$40.7M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$15.9M

Top Sellers

1
TIM
1
Thornburg Investment Management
New Mexico
$64.5M
2
MP
2
Mangrove Partners
Connecticut
$0
3
UBS Group
3
UBS Group
Switzerland
$64.5M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$0
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
76
Whitebox Advisors
Minnesota
$1.54M +$1.54M +9,200 New
Bessemer Group
77
Bessemer Group
New Jersey
$1.53M +$1.53M +9,180 New
BC
78
Burney Company
Virginia
$1.53M -$174K -1,042 -10%
Lido Advisors
79
Lido Advisors
California
$1.48M +$1.48M +8,870 New
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.42M -$12.2K -73 -0.9%
CEP
81
Chicago Equity Partners
Illinois
$1.38M +$1.38M +8,278 New
UBS AM
82
UBS AM
Illinois
$1.33M -$270K -1,616 -17%
MLICM
83
Metropolitan Life Insurance Company (MetLife)
New York
$1.31M +$9.02K +54 +0.7%
HW
84
Hancock Whitney
Mississippi
$1.28M -$19.7K -118 -2%
CL
85
CSS LLC
Illinois
$1.27M -$802K -4,800 -39%
GCP
86
GSA Capital Partners
United Kingdom
$1.26M +$911K +5,456 +264%
Stifel Financial
87
Stifel Financial
Missouri
$1.23M +$698K +4,161 +132%
SCM
88
Sterling Capital Management
North Carolina
$1.19M +$105K +629 +10%
AIG
89
American International Group
New York
$1.17M +$7.69K +46 +0.7%
Fuller & Thaler Asset Management
90
Fuller & Thaler Asset Management
California
$1.05M +$971K +5,810 +1,263%
CIBC World Market
91
CIBC World Market
Ontario, Canada
$1.03M +$1.03M +6,136 New
MCM
92
McKinley Capital Management
Alaska
$1.02M -$4.01K -24 -0.4%
GF
93
Gabelli Funds
New York
$981K – – –
SSA
94
Schonfeld Strategic Advisors
New York
$956K +$956K +5,719 New
Creative Planning
95
Creative Planning
Kansas
$871K -$15.9K -95 -2%
VOYA Investment Management
96
VOYA Investment Management
Georgia
$857K +$119K +710 +16%
AG
97
Aperio Group
California
$786K -$15.4K -92 -2%
ACI
98
AMP Capital Investors
Australia
$773K +$562K +3,360 +267%
T. Rowe Price Associates
99
T. Rowe Price Associates
Maryland
$754K +$167 +1 +0%
FRM
100
Fox Run Management
Connecticut
$747K +$747K +4,470 New
2 3
4
5 6