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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.

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

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.49M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$13.4M
4
UBS Group
4
UBS Group
Switzerland
$40.1M
5
Deutsche Bank
5
Deutsche Bank
Germany
$12.8M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$314M 17,609,663 +6,810,380 +63%
Vanguard Group
2
Vanguard Group
Pennsylvania
$180M 10,103,162 +926,710 +10%
State Street
3
State Street
Massachusetts
$55.4M 3,106,701 +634,380 +26%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$47.2M 2,646,872 +139,600 +6%
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$44.2M 2,476,896 +950 +0%
UBS Group
6
UBS Group
Switzerland
$40.1M 2,246,771 -951,603 -30%
Prudential Financial
7
Prudential Financial
New Jersey
$38.5M 2,160,092 +9,831 +0.5%
Ameriprise
8
Ameriprise
Minnesota
$31M 1,738,353 +692,192 +66%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$27.4M 1,537,853 +739,434 +93%
Renaissance Technologies
10
Renaissance Technologies
New York
$25.6M 1,438,002 +546,002 +61%
Norges Bank
11
Norges Bank
Norway
$25.3M 1,418,026 +255,728 +22%
Northern Trust
12
Northern Trust
Illinois
$24.8M 1,389,427 +4,870 +0.4%
Morgan Stanley
13
Morgan Stanley
New York
$24M 1,348,373 -601,043 -31%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$20.1M 1,125,365 +133,719 +13%
Citigroup
15
Citigroup
New York
$18.6M 1,043,937 +38,917 +4%
Principal Financial Group
16
Principal Financial Group
Iowa
$17.5M 982,185 +963,331 +5,109%
Federated Hermes
17
Federated Hermes
Pennsylvania
$17.3M 972,562 -195,840 -17%
Allianz Asset Management
18
Allianz Asset Management
Germany
$17.2M 964,956 +464,496 +93%
Wells Fargo
19
Wells Fargo
California
$17M 954,399 +71,924 +8%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$16.2M 906,450 +3,919 +0.4%
RCAMU
21
Rothschild & Co Asset Management US
Connecticut
$14.9M 836,263 +174,175 +26%
Charles Schwab
22
Charles Schwab
California
$14.5M 812,977 +28,957 +4%
Goldman Sachs
23
Goldman Sachs
New York
$14.4M 806,403 +21,128 +3%
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$13.4M 748,854 -994,766 -57%
Deutsche Bank
25
Deutsche Bank
Germany
$12.8M 718,328 -760,219 -51%
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