IVR icon

Invesco Mortgage Capital
IVR

Overview Fund Activity

176 hedge funds and large institutions have $1.05B invested in Invesco Mortgage Capital in 2016 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 64 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
-7
Holders Change %
-3.83%
% of All Funds
4.41%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
27
Increased
55
Reduced
64
Closed
32
Calls
$1.8M
Puts
$480K
Net Calls
+$1.32M
Net Calls Change
+$2.12M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$61.4M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$15.5M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$10.8M
4
Citadel Advisors
4
Citadel Advisors
Florida
$19.1M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$24.5M

Top Sellers

1
TIM
1
Thornburg Investment Management
New Mexico
$165M
2
WA
2
Whitebox Advisors
Minnesota
$0
3
YMRC
3
Yorktown Management & Research Company
Virginia
$0
4
CS
4
Credit Suisse
Switzerland
$5.57M
5
AAM
5
Advisors Asset Management
Colorado
$9.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
151
Geneos Wealth Management
Colorado
$70K – – –
AIM
152
Acrospire Investment Management
Illinois
$69K +$2.94K +20 +4%
Fuller & Thaler Asset Management
153
Fuller & Thaler Asset Management
California
$67K – – –
SF
154
Synovus Financial
Georgia
$66K – – –
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$65K – – –
TCM
156
Trent Capital Management
North Carolina
$45K +$45K +306 New
Zurich Cantonal Bank
157
Zurich Cantonal Bank
Switzerland
$42K – – –
Nomura Asset Management
158
Nomura Asset Management
Japan
$39K +$39K +270 New
Russell Investments Group
159
Russell Investments Group
United Kingdom
$37K +$37K +247 New
FIB
160
First Interstate Bank
Montana
$28K – – –
PCM
161
Penserra Capital Management
California
$26K +$2.87K +20 +12%
TRCT
162
Tower Research Capital (TRC)
New York
$20K -$6.03K -41 -23%
FCA
163
Florence Capital Advisors
New York
$17K +$17K +118 New
JCM
164
Jacobi Capital Management
Pennsylvania
$16K – – –
CTC
165
Central Trust Company
Missouri
$15K +$15K +100 New
SEI Investments
166
SEI Investments
Pennsylvania
$13K +$2.4K +17 +23%
EFSCE
167
Enterprise Financial Services Corp (EFSC)
Missouri
$12K +$4.33K +31 +56%
Loomis, Sayles & Company
168
Loomis, Sayles & Company
Massachusetts
$7K +$7K +51 New
AIM
169
Anchor Investment Management
South Carolina
$6.42K – – –
WA
170
WFG Advisors
Texas
$6K +$6K +38 New
PHK
171
Point72 Hong Kong
Hong Kong
$5K -$714 -5 -13%
WIM
172
Westside Investment Management
California
$4.46K +$4.46K +30 New
NFG
173
Next Financial Group
Texas
$4K – – –
AWM
174
Avior Wealth Management
Nebraska
$4K +$4K +30 New
PA
175
Parallel Advisors
California
$3K +$3K +22 New
5 6
7
8 9