IVR icon

Invesco Mortgage Capital
IVR

Overview Fund Activity

211 hedge funds and large institutions have $1.39B invested in Invesco Mortgage Capital in 2017 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 77 increasing their positions, 45 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+21
Holders Change %
+11.05%
% of All Funds
4.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
60
Increased
77
Reduced
45
Closed
38
Calls
$2.49M
Puts
$939K
Net Calls
+$1.55M
Net Calls Change
+$2.67M

Top Buyers

1
BlackRock
BlackRock
New York
$314M
2
Principal Financial Group
Principal Financial Group
Iowa
$17.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
$180M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$27.4M
5
Ameriprise
Ameriprise
Minnesota
$31M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
2
Citadel Advisors
Citadel Advisors
Florida
$4.49M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$13.4M
4
UBS Group
UBS Group
Switzerland
$40.1M
5
Deutsche Bank
Deutsche Bank
Germany
$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SO
126
STRS Ohio
Ohio
$574K -$16K -90 -3%
Truist Financial
127
Truist Financial
North Carolina
$572K – – –
OAM
128
Orinda Asset Management
California
$535K +$535K +3,000 New
HIM
129
Hillsdale Investment Management
Ontario, Canada
$526K – – –
MSA
130
Mason Street Advisors
Wisconsin
$517K +$517K +2,902 New
NIT
131
NumerixS Investment Technologies
British Columbia, Canada
$501K +$255K +1,430 +104%
MAM
132
Meeder Asset Management
Ohio
$496K +$23.6K +132 +5%
QSS
133
Quantitative Systematic Strategies
Florida
$494K +$494K +2,770 New
Barclays
134
Barclays
United Kingdom
$478K -$6.21M -34,897 -93%
AG
135
Advisor Group
Arizona
$446K +$30.7K +172 +7%
GC
136
Globeflex Capital
California
$439K +$439K +2,461 New
Simplex Trading
137
Simplex Trading
Illinois
$433K +$433K +2,433 New
KI
138
Koch Industries
Kansas
$429K +$195K +1,092 +83%
SG Americas Securities
139
SG Americas Securities
New York
$426K -$444K -2,493 -51%
CGH
140
Crossmark Global Holdings
Texas
$414K +$414K +2,320 New
SIM
141
Sonora Investment Management
Arizona
$412K – – –
GT
142
Glenmede Trust
Pennsylvania
$401K +$8.35K +47 +2%
SOADOR
143
State of Alaska Department of Revenue
Alaska
$397K +$397K +2,227 New
CCIA
144
Campbell & Co Investment Adviser
Maryland
$394K +$394K +2,212 New
SPC
145
Sigma Planning Corp
Michigan
$393K +$18.4K +103 +5%
PA
146
Profund Advisors
Maryland
$379K +$379K +2,127 New
Cambridge Investment Research Advisors
147
Cambridge Investment Research Advisors
Iowa
$369K -$2.14K -12 -0.6%
PI
148
PineBridge Investments
New York
$365K +$365K +2,043 New
DVM
149
Dreman Value Management
Florida
$360K – – –
SCM
150
Stevens Capital Management
Pennsylvania
$360K +$148K +832 +70%
4 5
6
7 8