Invesco Mortgage Capital
IVR
233 hedge funds and large institutions have $1.43B invested in Invesco Mortgage Capital in 2019 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 108 increasing their positions, 39 reducing their positions, and 22 closing their positions.
177% more repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 39
114% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 22
32% more capital invested
Capital invested by funds: $1.09B → $1.43B (+$346M)
12% more call options, than puts
Call options by funds: $1.08M | Put options by funds: $959K
11% more funds holding
Funds holding: 210 → 233 (+23)
0.38% more ownership
Funds ownership: 6.71% → 7.09% (+0.38%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$52.3M |
| 2 |
BlackRock
New York
|
+$41.1M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$27.2M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$24.2M |
| 5 |
Renaissance Technologies
New York
|
+$16.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$8.47M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$7.27M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$4.71M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$3.56M |
| 5 |
SG Americas Securities
New York
|
-$2.25M |
IVR Hedge Fund Activity: Q1 2019 in Review
233 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco Mortgage Capital (IVR) for Q1 2019, worth a combined $1.43B — up 32% from $1.09B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new IVR positions and 22 closed out — a net gain of 25 holders — while 108 added to existing stakes and 39 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $52.3M. The largest seller was Balyasny Asset Management, cutting an estimated $8.47M.
- 233 institutional investors held Invesco Mortgage Capital (IVR) as of Q1 2019, up from 210 in Q4 2018.
- Funds reported $1.43B of Invesco Mortgage Capital stock for Q1 2019, up 32% quarter-over-quarter.
- 47 funds opened new Invesco Mortgage Capital positions in Q1 2019 and 22 closed out, a net change of +25 holders.
- The largest Invesco Mortgage Capital buyer in Q1 2019 was Citadel Advisors, an estimated $52.3M added.
- The largest Invesco Mortgage Capital seller in Q1 2019 was Balyasny Asset Management, an estimated $8.47M sold.
Based on aggregated 13F filings for Q1 2019.