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Invesco Mortgage Capital
IVR

Overview Fund Activity

169 hedge funds and large institutions have $1.07B invested in Invesco Mortgage Capital in 2013 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 66 reducing their positions, and 29 closing their positions.

Holders
169
Holders Change
-12
Holders Change %
-6.63%
% of All Funds
5.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
53
Reduced
66
Closed
29
Calls
$10.9M
Puts
$9.91M
Net Calls
+$1.03M
Net Calls Change
+$6.77M

Top Buyers

1
TIM
1
Thornburg Investment Management
New Mexico
$163M
2
BFA
2
BlackRock Fund Advisors
California
$112M
3
U
3
UBS
Switzerland
$14.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$53.8M
5
CS
5
Credit Suisse
Switzerland
$11.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$72.1M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$770K
3
Goldman Sachs
3
Goldman Sachs
New York
$4.7M
4
Millennium Management
4
Millennium Management
New York
$1.77M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$165K
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
101
Saba Capital Management
New York
$508K +$508K +3,300 New
PP
102
Paloma Partners
Connecticut
$505K -$331K -2,152 -40%
Truist Financial
103
Truist Financial
North Carolina
$502K +$346K +2,246 +222%
Principal Financial Group
104
Principal Financial Group
Iowa
$499K -$31.9K -207 -6%
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$471K +$5.69K +37 +1%
GEM
106
Global Endowment Management
North Carolina
$420K +$420K +2,730 New
ICAS
107
Investors Capital Advisory Services
Massachusetts
$414K +$103K +669 +33%
VFS
108
VSR Financial Services
Kansas
$384K -$9.55K -62 -2%
BRWA
109
B. Riley Wealth Advisors
Florida
$383K -$157K -1,018 -29%
Natixis Advisors
110
Natixis Advisors
Massachusetts
$380K +$7.39K +48 +2%
EGA
111
Eagle Global Advisors
Texas
$371K +$38.5K +250 +12%
PI
112
Putnam Investments
Massachusetts
$357K -$63.3K -412 -15%
BC
113
Brinker Capital
Pennsylvania
$326K +$17.5K +114 +6%
KeyBank National Association
114
KeyBank National Association
Ohio
$295K – – –
LPL Financial
115
LPL Financial
California
$285K -$136K -894 -32%
VRS
116
Virginia Retirement Systems
Virginia
$285K – – –
Teacher Retirement System of Texas
117
Teacher Retirement System of Texas
Texas
$270K +$129K +838 +91%
DFIM
118
Detwiler Fenton Investment Management
Massachusetts
$257K +$257K +1,671 New
DLCIG
119
D.L. Carlson Investment Group
New Hampshire
$243K -$19.6K -127 -7%
BT
120
Beacon Trust
New Jersey
$237K +$237K +1,540 New
PCM
121
Prelude Capital Management
New York
$234K +$14.6K +95 +7%
PA
122
Profund Advisors
Maryland
$231K -$13.5K -88 -6%
CAS
123
CTC Alternative Strategies
Illinois
$231K -$16.9K -110 -7%
Cambridge Investment Research Advisors
124
Cambridge Investment Research Advisors
Iowa
$224K +$43.5K +282 +24%
AG
125
Aperio Group
California
$223K +$223K +1,447 New
3 4
5
6 7