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Invesco Mortgage Capital
IVR

Overview Fund Activity

190 hedge funds and large institutions have $1.23B invested in Invesco Mortgage Capital in 2017 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 53 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+12
Holders Change %
+6.74%
% of All Funds
4.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
73
Reduced
53
Closed
18
Calls
$501K
Puts
$1.62M
Net Calls
-$1.12M
Net Calls Change
+$1.27M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$43M
2
RCAMU
Rothschild & Co Asset Management US
Connecticut
$11.3M
3
Morgan Stanley
Morgan Stanley
New York
$33.4M
4
Renaissance Technologies
Renaissance Technologies
New York
$15.3M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$6.97M

Top Sellers

1
TIM
Thornburg Investment Management
New Mexico
$64K
2
UBS Group
UBS Group
Switzerland
$54.8M
3
BlackRock
BlackRock
New York
$185M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$44K
5
Norges Bank
Norges Bank
Norway
$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
126
Cambridge Investment Research Advisors
Iowa
$356K +$7.19K +42 +2%
DTL
127
Dynamic Technology Lab
Singapore
$355K +$355K +2,073 New
DVM
128
Dreman Value Management
Florida
$346K – – –
GEM
129
Global Endowment Management
North Carolina
$343K -$172K -1,000 -33%
Mackenzie Financial
130
Mackenzie Financial
Ontario, Canada
$330K +$134K +785 +69%
Principal Financial Group
131
Principal Financial Group
Iowa
$323K +$83.3K +486 +35%
TSS
132
Two Sigma Securities
New York
$305K +$305K +1,780 New
RJA
133
Raymond James & Associates
Florida
$304K -$34.2K -200 -10%
SSA
134
Schonfeld Strategic Advisors
New York
$289K -$690K -4,030 -70%
RJFSA
135
Raymond James Financial Services Advisors
Florida
$288K +$342 +2 +0.1%
Commonwealth Equity Services
136
Commonwealth Equity Services
Massachusetts
$280K -$8.57K -50 -3%
CIP
137
Convergence Investment Partners
Florida
$278K +$278K +1,625 New
Canada Life
138
Canada Life
Manitoba, Canada
$272K +$97.3K +570 +56%
IA
139
IFP Advisors
Florida
$270K +$13.6K +79 +5%
PP
140
Paloma Partners
Connecticut
$262K +$262K +1,530 New
VF
141
Virtu Financial
New York
$254K +$254K +1,481 New
US Bancorp
142
US Bancorp
Minnesota
$249K -$57.2K -334 -19%
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$246K – – –
BNP Paribas Financial Markets
144
BNP Paribas Financial Markets
France
$245K +$8.74K +51 +4%
M&T Bank
145
M&T Bank
New York
$242K +$1.03K +6 +0.4%
AB
146
Amalgamated Bank
New York
$240K -$5.31K -31 -2%
NIT
147
NumerixS Investment Technologies
British Columbia, Canada
$236K -$207K -1,210 -47%
N
148
Natixis
France
$236K +$236K +1,376 New
KI
149
Koch Industries
Kansas
$226K -$67.4K -392 -23%
Verition Fund Management
150
Verition Fund Management
Connecticut
$214K +$214K +1,250 New
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