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Invesco Mortgage Capital
IVR

Overview Fund Activity

215 hedge funds and large institutions have $1.26B invested in Invesco Mortgage Capital in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 68 increasing their positions, 71 reducing their positions, and 29 closing their positions.

Holders
215
Holders Change
+4
Holders Change %
+1.9%
% of All Funds
4.93%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
68
Reduced
71
Closed
29
Calls
$2.01M
Puts
$2.14M
Net Calls
-$131K
Net Calls Change
-$1.68M

Top Buyers

1
BlackRock
1
BlackRock
New York
$304M
2
Invesco
2
Invesco
Georgia
$16.5M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$21.7M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$48.7M
5
MWNA
5
Marshall Wace North America
New York
$7.11M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$19.2M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$10.4M
3
JIM
3
Jupiter Investment Management
United Kingdom
$1.35M
4
RCAMU
4
Rothschild & Co Asset Management US
Connecticut
$4.7M
5
Wells Fargo
5
Wells Fargo
California
$8.79M
Name Market Value Shares Shares
Change 		Shares
Change %
MERSOM
101
Municipal Employees' Retirement System of Michigan
Michigan
$730K 44,570 +2,360 +6%
B
102
Bailard
California
$722K 44,100 -20,350 -32%
Barclays
103
Barclays
United Kingdom
$703K 42,993 +16,112 +60%
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$696K 42,530 -5,251 -11%
KI
105
Koch Industries
Kansas
$675K 41,192 +17,132 +71%
DIM
106
DC Investments Management
Virginia
$664K 40,550 -7,820 -16%
LCM
107
Laurion Capital Management
New York
$662K 40,400 -27,300 -40%
TRSOTSOK
108
Teachers Retirement System of the State of Kentucky
Kentucky
$648K 39,563 +4,763 +14%
O
109
OppenheimerFunds
New York
$618K 37,675 -2,333 -6%
Public Employees Retirement Association of Colorado
110
Public Employees Retirement Association of Colorado
Colorado
$606K 36,988 -3,675 -9%
CFMC
111
Curbstone Financial Management Corp
New Hampshire
$601K 36,700 +18,350 +100%
MLICM
112
Metropolitan Life Insurance Company (MetLife)
New York
$596K 36,373 +895 +3%
BNP Paribas Financial Markets
113
BNP Paribas Financial Markets
France
$593K 36,183 -19,031 -34%
Stifel Financial
114
Stifel Financial
Missouri
$592K 36,068 -1,817 -5%
SOADOR
115
State of Alaska Department of Revenue
Alaska
$589K 36,010 +13,740 +62%
WG
116
Winton Group
United Kingdom
$574K 35,059 +35,059 New
CANY
117
Caxton Associates (New York)
New York
$557K 33,986 +33,986 New
SG Americas Securities
118
SG Americas Securities
New York
$544K 33,232 +9,327 +39%
Truist Financial
119
Truist Financial
North Carolina
$530K 32,375 +300 +0.9%
SO
120
STRS Ohio
Ohio
$527K 32,200 – –
MSA
121
Mason Street Advisors
Wisconsin
$507K 30,953 +1,933 +7%
OAM
122
Orinda Asset Management
California
$491K 30,000 – –
GEM
123
Global Endowment Management
North Carolina
$491K 30,000 +10,000 +50%
CCIA
124
Campbell & Co Investment Adviser
Maryland
$483K 29,499 +7,381 +33%
JG
125
Jefferies Group
New York
$482K 29,449 -59,590 -67%
3 4
5
6 7