Invesco Mortgage Capital
IVR
210 hedge funds and large institutions have $1.09B invested in Invesco Mortgage Capital in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 76 increasing their positions, 60 reducing their positions, and 35 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 60
11% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 35
1% more funds holding
Funds holding: 207 → 210 (+3)
0.08% more ownership
Funds ownership: 6.63% → 6.71% (+0.08%)
7% less capital invested
Capital invested by funds: $1.17B → $1.09B (-$84.5M)
42% less call options, than puts
Call options by funds: $1.53M | Put options by funds: $2.62M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$10M |
| 2 |
Renaissance Technologies
New York
|
+$8.71M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$8.54M |
| 4 |
BlackRock
New York
|
+$6.87M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
-$16.1M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$8.71M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$6.22M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
-$4.65M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.61M |
IVR Hedge Fund Activity: Q4 2018 in Review
210 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco Mortgage Capital (IVR) for Q4 2018, worth a combined $1.09B — down 7.2% from $1.17B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new IVR positions and 35 closed out — a net gain of 4 holders — while 76 added to existing stakes and 60 trimmed.
The largest buyer was Invesco, adding an estimated $10M. The largest seller was Nuveen, cutting an estimated $16.1M.
- 210 institutional investors held Invesco Mortgage Capital (IVR) as of Q4 2018, up from 207 in Q3 2018.
- Funds reported $1.09B of Invesco Mortgage Capital stock for Q4 2018, down 7.2% quarter-over-quarter.
- 39 funds opened new Invesco Mortgage Capital positions in Q4 2018 and 35 closed out, a net change of +4 holders.
- The largest Invesco Mortgage Capital buyer in Q4 2018 was Invesco, an estimated $10M added.
- The largest Invesco Mortgage Capital seller in Q4 2018 was Nuveen, an estimated $16.1M sold.
Based on aggregated 13F filings for Q4 2018.