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Invesco Mortgage Capital
IVR

Overview Fund Activity

183 hedge funds and large institutions have $1.17B invested in Invesco Mortgage Capital in 2015 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 66 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+7
Holders Change %
+3.98%
% of All Funds
4.88%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
27
Increased
66
Reduced
51
Closed
18
Calls
$847K
Puts
$9.77M
Net Calls
-$8.93M
Net Calls Change
-$6.28M

Top Buyers

1
TIM
1
Thornburg Investment Management
New Mexico
$199M
2
Millennium Management
2
Millennium Management
New York
$35.7M
3
Prudential Financial
3
Prudential Financial
New Jersey
$41M
4
WAM
4
Wolverine Asset Management
Illinois
$11.4M
5
Goldman Sachs
5
Goldman Sachs
New York
$9.29M

Top Sellers

1
PRCM
1
Pine River Capital Management
Minnesota
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$54.4M
3
Wells Fargo
3
Wells Fargo
California
$3.68M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
UBS Group
5
UBS Group
Switzerland
$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
151
MSI Financial Services
Massachusetts
$98K +$21.3K +137 +28%
Parallax Volatility Advisers
152
Parallax Volatility Advisers
California
$84K -$40.9K -262 -33%
FMT
153
First Mercantile Trust
Tennessee
$69K – – –
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$65K +$15.6K +100 +32%
Teacher Retirement System of Texas
155
Teacher Retirement System of Texas
Texas
$58K – – –
JIC
156
Joel Isaacson & Co
New York
$54K – – –
ST
157
Sphinx Trading
Illinois
$54K – – –
ZB
158
Zions Bancorporation
Utah
$52K +$52K +338 New
SHJ
159
Sharkey, Howes & Javer
Colorado
$51K +$51K +328 New
CPIG
160
Chicago Partners Investment Group
Illinois
$41K +$153 +1 +0.4%
SEI Investments
161
SEI Investments
Pennsylvania
$38K -$3.33K -21 -8%
PCM
162
Prelude Capital Management
New York
$36K +$36K +230 New
RPG
163
Risk Paradigm Group
Texas
$33.7K +$33.7K +217 New
VIA
164
Vantage Investment Advisors
Pennsylvania
$31K +$15.5K +100 +100%
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$29K -$1.06M -6,789 -97%
AIM
166
Advantage Investment Management
Iowa
$23K – – –
BRWM
167
B. Riley Wealth Management
Tennessee
$21K – – –
ASN
168
Advisory Services Network
Georgia
$21K – – –
OIA
169
Optimum Investment Advisors
Illinois
$16K – – –
Zurich Cantonal Bank
170
Zurich Cantonal Bank
Switzerland
$10K +$10K +62 New
GWM
171
Gupta Wealth Management
California
$10K +$10K +66 New
Axa
172
Axa
France
$8K – – –
CGT
173
Capital Guardian Trust
California
$8K +$8K +54 New
BFEC
174
Benjamin F. Edwards & Company
Missouri
$7K +$7K +45 New
JFA
175
JNBA Financial Advisors
Minnesota
$5K – – –
5 6
7
8 9