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Invesco Mortgage Capital
IVR

Overview Fund Activity

210 hedge funds and large institutions have $1.09B invested in Invesco Mortgage Capital in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 76 increasing their positions, 60 reducing their positions, and 34 closing their positions.

Holders
210
Holders Change
+4
Holders Change %
+1.94%
% of All Funds
4.69%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
39
Increased
76
Reduced
60
Closed
34
Calls
$1.53M
Puts
$2.62M
Net Calls
-$1.09M
Net Calls Change
-$982K

Top Buyers

1
Invesco
1
Invesco
Georgia
$27.7M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$11.4M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$8.17M
4
BlackRock
4
BlackRock
New York
$298M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$164M

Top Sellers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$27.6M
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
UBS Group
3
UBS Group
Switzerland
$28.8M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$0
5
Ameriprise
5
Ameriprise
Minnesota
$19M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
151
Advisor Group
Arizona
$159K +$17.7K +122 +13%
WPSG
152
Wealth & Pension Services Group
Georgia
$155K -$18.6K -128 -11%
LCM
153
Landscape Capital Management
New Jersey
$154K +$154K +1,061 New
JG
154
Jefferies Group
New York
$153K +$153K +1,055 New
Nisa Investment Advisors
155
Nisa Investment Advisors
Missouri
$145K -$87K -600 -38%
TC
156
Telemus Capital
Michigan
$145K +$145K +1,000 New
FCM
157
Flinton Capital Management
Pennsylvania
$143K +$143K +986 New
AIP
158
Ameritas Investment Partners
Nebraska
$141K – – –
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$140K +$67.8K +467 +94%
AssetMark Inc
160
AssetMark Inc
California
$122K -$34.9K -242 -22%
QT
161
Quantbot Technologies
New York
$114K +$114K +790 New
TAM
162
Tyers Asset Management
Texas
$112K +$112K +774 New
Zurich Cantonal Bank
163
Zurich Cantonal Bank
Switzerland
$101K +$24.5K +169 +32%
Ohio Public Employees Retirement System (OPERS)
164
Ohio Public Employees Retirement System (OPERS)
Ohio
$95K -$1.6K -11 -2%
IUHSA
165
Itau Unibanco Holding S.A.
Brazil
$94K -$51.6K -351 -35%
IA
166
IFP Advisors
Florida
$94K -$1.03K -7 -1%
RCM
167
Riverhead Capital Management
Delaware
$90K +$90K +620 New
GHCM
168
Glen Harbor Capital Management
California
$81K +$81K +563 New
GWM
169
Geneos Wealth Management
Colorado
$69K -$1.47K -10 -2%
AIC
170
Ameritas Investment Company
Nebraska
$65K +$65K +451 New
PI
171
PEAK6 Investments
Illinois
$59K +$59K +404 New
WCM
172
WealthBridge Capital Management
Ohio
$58K +$58K +400 New
TRCT
173
Tower Research Capital (TRC)
New York
$48K +$43.2K +300 +909%
LIA
174
LS Investment Advisors
Michigan
$47K – – –
HCM
175
Hilton Capital Management
New York
$43K – – –
5 6
7
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