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Invesco Mortgage Capital
IVR

Overview Fund Activity

211 hedge funds and large institutions have $1.39B invested in Invesco Mortgage Capital in 2017 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 77 increasing their positions, 45 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+21
Holders Change %
+11.05%
% of All Funds
4.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
60
Increased
77
Reduced
45
Closed
38
Calls
$2.49M
Puts
$939K
Net Calls
+$1.55M
Net Calls Change
+$2.67M

Top Buyers

1
BlackRock
BlackRock
New York
$314M
2
Principal Financial Group
Principal Financial Group
Iowa
$17.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
$180M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$27.4M
5
Ameriprise
Ameriprise
Minnesota
$31M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
2
Citadel Advisors
Citadel Advisors
Florida
$4.49M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$13.4M
4
UBS Group
UBS Group
Switzerland
$40.1M
5
Deutsche Bank
Deutsche Bank
Germany
$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
201
Bank of Montreal
Ontario, Canada
$5K -$38.8K -225 -89%
AWM
202
Avior Wealth Management
Nebraska
$5K – – –
MOS
203
MGO One Seven
Ohio
$5K +$5K +26 New
PA
204
Parallel Advisors
California
$4K – – –
CIBC Private Wealth Group
205
CIBC Private Wealth Group
Georgia
$4K +$4K +20 New
WAM
206
Wealthspire Advisors (Maryland)
Maryland
$3K +$316 +2 +12%
QI
207
QS Investors
New York
$2K – – –
STA
208
Summit Trail Advisors
New York
$2K +$2K +9 New
FGC
209
Financial Gravity Companies
Texas
$1K +$1K +4 New
PFBT
210
Parkside Financial Bank & Trust
Missouri
$1K +$1K +6 New
PCG
211
Private Capital Group
Connecticut
$1 +$1 +25 New
Arrowstreet Capital
212
Arrowstreet Capital
Massachusetts
– -$22.6M -132,166 Closed
WAM
213
Wolverine Asset Management
Illinois
– -$13.3M -77,694 Closed
GC
214
Gillson Capital
Illinois
– -$7.84M -45,784 Closed
NFA
215
Nationwide Fund Advisors
Ohio
– -$3.59M -20,944 Closed
GLA
216
Great Lakes Advisors
Illinois
– -$1.81M -10,580 Closed
OAM
217
Oxford Asset Management
United Kingdom
– -$1.44M -8,374 Closed
GCP
218
GSA Capital Partners
United Kingdom
– -$1.43M -8,327 Closed
Jane Street
219
Jane Street
New York
– -$1.3M -7,558 Closed
WCA
220
Waratah Capital Advisors
Ontario, Canada
– -$1.19M -6,952 Closed
HI
221
HBK Investments
Texas
– -$913K -5,330 Closed
ACI
222
AMP Capital Investors
Australia
– -$791K -4,620 Closed
FRM
223
Fox Run Management
Connecticut
– -$774K -4,520 Closed
WA
224
Whitebox Advisors
Minnesota
– -$751K -4,383 Closed
Two Sigma Advisers
225
Two Sigma Advisers
New York
– -$715K -4,176 Closed
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