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Invesco Mortgage Capital
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Overview Fund Activity

215 hedge funds and large institutions have $1.26B invested in Invesco Mortgage Capital in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 68 increasing their positions, 71 reducing their positions, and 29 closing their positions.

Holders
215
Holders Change
+4
Holders Change %
+1.9%
% of All Funds
4.93%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
68
Reduced
71
Closed
29
Calls
$2.01M
Puts
$2.14M
Net Calls
-$131K
Net Calls Change
-$1.68M

Top Buyers

1
BlackRock
1
BlackRock
New York
$304M
2
Invesco
2
Invesco
Georgia
$16.5M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$21.7M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$48.7M
5
MWNA
5
Marshall Wace North America
New York
$7.11M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$19.2M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$10.4M
3
JIM
3
Jupiter Investment Management
United Kingdom
$1.35M
4
RCAMU
4
Rothschild & Co Asset Management US
Connecticut
$4.7M
5
Wells Fargo
5
Wells Fargo
California
$8.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
201
Steward Partners Investment Advisory
New York
$6K +$6K +39 New
WIM
202
Westside Investment Management
California
$4.89K – – –
PA
203
Parallel Advisors
California
$4K – – –
MOS
204
MGO One Seven
Ohio
$4K – – –
WAS
205
WESPAC Advisors SoCal
California
$4K +$4K +30 New
WAM
206
Wealthspire Advisors (Maryland)
Maryland
$3K -$353 -2 -11%
CIBC Private Wealth Group
207
CIBC Private Wealth Group
Georgia
$3K – – –
SFM
208
Signet Financial Management
New Jersey
$3K +$3K +20 New
GC
209
Globeflex Capital
California
$2K -$445K -2,450 -100%
QI
210
QS Investors
New York
$2K – – –
1IA
211
1834 Investment Advisors
Wisconsin
$2K +$2K +10 New
TC
212
Trilogy Capital
California
$2K +$2K +13 New
PCG
213
Private Capital Group
Connecticut
$1K -$3.17K -19 -76%
FGC
214
Financial Gravity Companies
Texas
$1K – – –
FGAM
215
Financial Gravity Asset Management
Texas
$1K +$1K +4 New
APG Asset Management
216
APG Asset Management
Netherlands
– -$5.76M -38,780 Closed
BCM
217
Beck Capital Management
Texas
– -$4.14M -23,219 Closed
DCM
218
Driehaus Capital Management
Illinois
– -$3.94M -22,099 Closed
CC
219
Cipher Capital
New York
– -$3.71M -20,818 Closed
PCM
220
Price Capital Management
Louisiana
– -$3.53M -19,797 Closed
Susquehanna International Group
221
Susquehanna International Group
Pennsylvania
– -$2.61M -14,640 Closed
Two Sigma Investments
222
Two Sigma Investments
New York
– -$2.2M -12,338 Closed
Squarepoint
223
Squarepoint
New York
– -$2.14M -12,020 Closed
KAS
224
Kemnay Advisory Services
New York
– -$1.26M -7,060 Closed
Millennium Management
225
Millennium Management
New York
– -$1.19M -6,673 Closed
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