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Invesco Mortgage Capital
IVR

Overview Fund Activity

234 hedge funds and large institutions have $1.43B invested in Invesco Mortgage Capital in 2019 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 108 increasing their positions, 40 reducing their positions, and 22 closing their positions.

Holders
234
Holders Change
+23
Holders Change %
+10.9%
% of All Funds
5.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
47
Increased
108
Reduced
40
Closed
22
Calls
$1.08M
Puts
$959K
Net Calls
+$117K
Net Calls Change
+$1.21M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$53M
2
BlackRock
2
BlackRock
New York
$366M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$206M
4
UBS Group
4
UBS Group
Switzerland
$55.6M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$28.5M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$484K
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$12.1M
3
Deutsche Bank
3
Deutsche Bank
Germany
$12.6M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$1.21M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$366M 23,160,345 +2,589,879 +13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$206M 13,059,702 +1,712,367 +15%
State Street
3
State Street
Massachusetts
$60.6M 3,731,246 +488,612 +15%
UBS Group
4
UBS Group
Switzerland
$55.6M 3,518,623 +1,527,469 +77%
Citadel Advisors
5
Citadel Advisors
Florida
$53M 3,353,192 +3,299,558 +6,152%
Invesco
6
Invesco
Georgia
$34.2M 2,164,415 +251,273 +13%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$33.8M 2,139,506 +162,574 +8%
Nuveen Asset Management
8
Nuveen Asset Management
Illinois
$31.8M 2,011,086 +104,738 +5%
Renaissance Technologies
9
Renaissance Technologies
New York
$28.5M 1,804,202 +1,014,602 +128%
Morgan Stanley
10
Morgan Stanley
New York
$26.5M 1,677,869 -103,297 -6%
Northern Trust
11
Northern Trust
Illinois
$26.2M 1,659,946 +195,662 +13%
Norges Bank
12
Norges Bank
Norway
$25.8M 1,634,508 +216,482 +15%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$22.9M 1,451,885 +245,833 +20%
Ameriprise
14
Ameriprise
Minnesota
$22.1M 1,400,539 +90,435 +7%
Wells Fargo
15
Wells Fargo
California
$22.1M 1,399,518 +842,595 +151%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$22M 1,395,374 +20,448 +1%
LSV Asset Management
17
LSV Asset Management
Illinois
$17.9M 1,130,745 +10,400 +0.9%
Charles Schwab
18
Charles Schwab
California
$17.4M 1,099,178 +145,784 +15%
Citigroup
19
Citigroup
New York
$17.2M 1,089,504 +2,658 +0.2%
Principal Financial Group
20
Principal Financial Group
Iowa
$16.4M 1,039,595 +117,953 +13%
Mirae Asset Global Investments
21
Mirae Asset Global Investments
South Korea
$15M 949,355 +109,956 +13%
Prudential Financial
22
Prudential Financial
New Jersey
$14.8M 939,768 +66,229 +8%
Bank of America
23
Bank of America
North Carolina
$13.7M 864,204 +167,409 +24%
Deutsche Bank
24
Deutsche Bank
Germany
$12.6M 798,936 -297,109 -27%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$12.1M 767,206 -458,201 -37%
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