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Invesco Mortgage Capital
IVR

Overview Fund Activity

242 hedge funds and large institutions have $1.73B invested in Invesco Mortgage Capital in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 106 increasing their positions, 56 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+13
Holders Change %
+5.68%
% of All Funds
4.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
48
Increased
106
Reduced
56
Closed
29
Calls
$917K
Puts
$1.83M
Net Calls
-$911K
Net Calls Change
-$417K

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$27M
2
WG
2
Winton Group
United Kingdom
$23.5M
3
RCAMU
3
Rothschild & Co Asset Management US
Connecticut
$26.6M
4
BlackRock
4
BlackRock
New York
$445M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$10.1M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
SSA
2
Schonfeld Strategic Advisors
New York
$787K
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$0
4
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$17.2M
5
Millennium Management
5
Millennium Management
New York
$1.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
151
Canal Capital Management
Virginia
$374K +$45.4K +273 +14%
SCM
152
Symons Capital Management
Pennsylvania
$352K +$124K +748 +55%
VRS
153
Virginia Retirement Systems
Virginia
$350K +$96.7K +580 +38%
Los Angeles Capital Management
154
Los Angeles Capital Management
California
$334K +$16.6K +100 +5%
M&T Bank
155
M&T Bank
New York
$327K +$1.83K +11 +0.6%
Janney Montgomery Scott
156
Janney Montgomery Scott
Pennsylvania
$327K +$22.6K +136 +7%
CIBC Asset Management
157
CIBC Asset Management
Ontario, Canada
$318K +$24.1K +145 +8%
ECM
158
Everence Capital Management
Indiana
$312K – – –
PA
159
Profund Advisors
Maryland
$311K -$189K -1,132 -38%
SS
160
Simplicity Solutions
Minnesota
$307K +$29.8K +179 +11%
Qube Research & Technologies (QRT)
161
Qube Research & Technologies (QRT)
United Kingdom
$295K +$295K +1,774 New
CGH
162
Crossmark Global Holdings
Texas
$267K +$500 +3 +0.2%
KeyBank National Association
163
KeyBank National Association
Ohio
$250K +$250K +1,500 New
CIBC Private Wealth Group
164
CIBC Private Wealth Group
Georgia
$242K -$3K -18 -1%
US Bancorp
165
US Bancorp
Minnesota
$236K +$95K +570 +67%
PAM
166
Panagora Asset Management
Massachusetts
$233K +$40.3K +242 +21%
JG
167
Jefferies Group
New York
$230K -$345K -2,072 -60%
Susquehanna International Group
168
Susquehanna International Group
Pennsylvania
$229K -$1M -6,031 -81%
LWM
169
Laidlaw Wealth Management
New York
$227K +$227K +1,365 New
PRC
170
Pearl River Capital
Michigan
$226K +$226K +1,360 New
QT
171
Quantamental Technologies
New York
$226K +$226K +1,360 New
AIP
172
Ameritas Investment Partners
Nebraska
$209K +$9.99K +60 +5%
FC
173
FORA Capital
Florida
$209K +$209K +1,255 New
PCM
174
Prelude Capital Management
New York
$205K +$205K +1,231 New
SCM
175
Shelton Capital Management
Colorado
$201K – – –
5 6
7
8 9