Invesco Mortgage Capital
IVR
212 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, 46 reducing their positions, and 38 closing their positions.
165% more call options, than puts
Call options by funds: $2.49M | Put options by funds: $939K
67% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 46
58% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 38
13% more capital invested
Capital invested by funds: $1.23B → $1.39B (+$161M)
11% more funds holding
Funds holding: 191 → 212 (+21)
0.56% more ownership
Funds ownership: 6.43% → 6.99% (+0.56%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$120M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$17M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$16.4M |
| 4 |
Bank of New York Mellon
New York
|
+$13.1M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$12.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$22.6M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$17.8M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$17.6M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$16.8M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$13.4M |
IVR Hedge Fund Activity: Q4 2017 in Review
212 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco Mortgage Capital (IVR) for Q4 2017, worth a combined $1.39B — up 13% from $1.23B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new IVR positions and 38 closed out — a net gain of 22 holders — while 77 added to existing stakes and 46 trimmed.
The largest buyer was BlackRock, adding an estimated $120M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $22.6M sold.
- 212 institutional investors held Invesco Mortgage Capital (IVR) as of Q4 2017, up from 191 in Q3 2017.
- Funds reported $1.39B of Invesco Mortgage Capital stock for Q4 2017, up 13% quarter-over-quarter.
- 60 funds opened new Invesco Mortgage Capital positions in Q4 2017 and 38 closed out, a net change of +22 holders.
- The largest Invesco Mortgage Capital buyer in Q4 2017 was BlackRock, an estimated $120M added.
- The largest Invesco Mortgage Capital seller in Q4 2017 was Arrowstreet Capital, an estimated $22.6M sold.
Based on aggregated 13F filings for Q4 2017.