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

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
SSA
Schonfeld Strategic Advisors
New York
$787K
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$17.2M
5
Millennium Management
Millennium Management
New York
$1.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Group One Trading
201
Group One Trading
Illinois
$60K +$60K +360 New
SF
202
Synovus Financial
Georgia
$56K +$10.4K +62 +23%
CIA
203
Capital Investment Advisors
Georgia
$53K +$53K +316 New
IUHSA
204
Itau Unibanco Holding S.A.
Brazil
$41K +$41K +246 New
FIB
205
First Interstate Bank
Montana
$32K – – –
PA
206
PSI Advisors
Florida
$32K +$32K +195 New
GT
207
Glenmede Trust
Pennsylvania
$29K +$4.05K +25 +16%
VCM
208
Versant Capital Management
Arizona
$28K +$4.75K +29 +20%
CFGS
209
Concourse Financial Group Securities
Alabama
$28K +$11.5K +66 +69%
AF
210
Advisornet Financial
Minnesota
$27K +$27K +165 New
1IA
211
1834 Investment Advisors
Wisconsin
$26K +$26K +159 New
GRP
212
Global Retirement Partners
California
$25K +$25K +150 New
SWA
213
Sutton Wealth Advisors
Florida
$22.9K +$8.96K +54 +64%
DCM
214
Dupont Capital Management
Delaware
$22K -$748K -4,523 -97%
GDP
215
Great Diamond Partners
Maine
$19K +$19K +119 New
JCM
216
Jacobi Capital Management
Pennsylvania
$18K – – –
WWM
217
Willingdon Wealth Management
North Carolina
$18K – – –
OIA
218
Optimum Investment Advisors
Illinois
$17K – – –
FGAM
219
Financial Gravity Asset Management
Texas
$17K – – –
IF
220
Ironwood Financial
Arizona
$14K – – –
Rockefeller Capital Management
221
Rockefeller Capital Management
New York
$14K +$14K +84 New
ASN
222
Advisory Services Network
Georgia
$12K -$13.6K -78 -53%
LWA
223
Lenox Wealth Advisors
New York
$12K +$12K +70 New
PCG
224
Private Capital Group
Connecticut
$9K +$3.27K +20 +57%
SPIA
225
Steward Partners Investment Advisory
New York
$8K +$1.63K +11 +26%
7 8
9
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