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

Top Sellers

1
TIM
Thornburg Investment Management
New Mexico
$64.5M
2
MP
Mangrove Partners
Connecticut
$0
3
UBS Group
UBS Group
Switzerland
$64.5M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CSS
126
Cubist Systematic Strategies
Connecticut
$313K +$66.7K +399 +27%
TC
127
TFS Capital
Pennsylvania
$308K +$308K +1,843 New
US Bancorp
128
US Bancorp
Minnesota
$298K +$1K +6 +0.3%
KI
129
Koch Industries
Kansas
$285K +$285K +1,706 New
Commonwealth Equity Services
130
Commonwealth Equity Services
Massachusetts
$281K +$834 +5 +0.3%
RJFSA
131
Raymond James Financial Services Advisors
Florida
$281K +$70.9K +424 +34%
Janney Montgomery Scott
132
Janney Montgomery Scott
Pennsylvania
$266K -$15.8K -95 -6%
NEAM
133
New England Asset Management
Connecticut
$251K – – –
IA
134
IFP Advisors
Florida
$250K +$6.86K +41 +3%
D.E. Shaw & Co
135
D.E. Shaw & Co
New York
$244K +$244K +1,463 New
Fifth Third Bancorp
136
Fifth Third Bancorp
Ohio
$240K – – –
AB
137
Amalgamated Bank
New York
$239K +$2.51K +15 +1%
M&T Bank
138
M&T Bank
New York
$236K -$168K -1,000 -42%
Principal Financial Group
139
Principal Financial Group
Iowa
$234K +$7.69K +46 +3%
VRS
140
Virginia Retirement Systems
Virginia
$231K – – –
WFI
141
West Family Investments
California
$231K +$231K +1,686 New
BNP Paribas Financial Markets
142
BNP Paribas Financial Markets
France
$231K +$189K +1,130 +452%
CIBC Private Wealth Group
143
CIBC Private Wealth Group
Georgia
$211K +$211K +1,264 New
LPL Financial
144
LPL Financial
California
$192K -$6.18K -37 -3%
Mackenzie Financial
145
Mackenzie Financial
Ontario, Canada
$191K +$191K +1,144 New
ICOA
146
Investment Centers of America
North Dakota
$180K +$180K +1,085 New
Canada Life
147
Canada Life
Manitoba, Canada
$171K – – –
AIP
148
Ameritas Investment Partners
Nebraska
$162K – – –
Ohio Public Employees Retirement System (OPERS)
149
Ohio Public Employees Retirement System (OPERS)
Ohio
$150K +$8.18K +49 +6%
SOAMC
150
Spirit of America Management Corp
New York
$117K – – –
4 5
6
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