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Invesco Mortgage Capital
IVR

181 hedge funds and large institutions have $1.15B invested in Invesco Mortgage Capital in 2013 Q2 according to their latest regulatory filings, with 181 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

5.13% more ownership

Funds ownership: 0% → 5.13% (+5.1%)

58% less call options, than puts

Call options by funds: $4.08M | Put options by funds: $9.81M

Holders
181
Holders Change
+181
Holders Change %
–
% of All Funds
5.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
181
Increased
–
Reduced
–
Closed
–
Calls
$4.08M
Puts
$9.81M
Net Calls
-$5.74M
Net Calls Change
-$5.74M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
1
Thornburg Investment Management
New Mexico
$123M +$146M +740,400 New
Morgan Stanley
2
Morgan Stanley
New York
$117M +$139M +705,833 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$115M +$137M +693,269 New
BFA
4
BlackRock Fund Advisors
California
$113M +$135M +681,381 New
Wells Fargo
5
Wells Fargo
California
$62.4M +$74.3M +376,521 New
BIT
6
BlackRock Institutional Trust
California
$60.4M +$72.1M +364,894 New
State Street
7
State Street
Massachusetts
$51.7M +$61.7M +312,239 New
Citadel Advisors
8
Citadel Advisors
Florida
$51.3M +$61.1M +309,496 New
Northern Trust
9
Northern Trust
Illinois
$46.1M +$55M +278,560 New
Bank of New York Mellon
10
Bank of New York Mellon
New York
$29M +$34.6M +175,106 New
Norges Bank
11
Norges Bank
Norway
$18.6M +$22.1M +112,129 New
AWCI
12
Alpine Woods Capital Investors
New York
$16.9M +$20.1M +102,000 New
GC
13
Guggenheim Capital
Illinois
$14.9M +$17.8M +89,930 New
TD Asset Management
14
TD Asset Management
Ontario, Canada
$14.1M +$16.8M +85,320 New
Deutsche Bank
15
Deutsche Bank
Germany
$13.7M +$16.3M +82,770 New
Goldman Sachs
16
Goldman Sachs
New York
$11.4M +$13.6M +68,869 New
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$11.3M +$13.5M +68,450 New
TCIM
18
TIAA CREF Investment Management
New York
$10.7M +$12.8M +64,676 New
Invesco
19
Invesco
Georgia
$10.3M +$12.3M +62,110 New
MVP
20
Miller Value Partners
Florida
$9.96M +$11.9M +60,140 New
ACA
21
Anchor Capital Advisors
Massachusetts
$9.95M +$11.9M +60,111 New
Geode Capital Management
22
Geode Capital Management
Massachusetts
$9.11M +$10.9M +54,993 New
U
23
UBS
Switzerland
$8.53M +$10.2M +51,531 New
BIM
24
BlackRock Investment Management
Delaware
$7.77M +$9.27M +46,934 New
Bank of America
25
Bank of America
North Carolina
$7.38M +$8.8M +44,582 New
1
2 3 4 5

IVR Hedge Fund Activity: Q2 2013 in Review

181 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Invesco Mortgage Capital (IVR) for Q2 2013, worth a combined $1.15B.

Buyers outnumbered sellers: 181 funds opened new IVR positions and 0 closed out — a net gain of 181 holders — while 0 added to existing stakes and 0 trimmed.

  • 181 institutional investors held Invesco Mortgage Capital (IVR) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $1.15B of Invesco Mortgage Capital stock for Q2 2013.
  • 181 funds opened new Invesco Mortgage Capital positions in Q2 2013 and 0 closed out, a net change of +181 holders.

Based on aggregated 13F filings for Q2 2013.