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Invesco Mortgage Capital

223 hedge funds and large institutions have $1.51B invested in Invesco Mortgage Capital in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 94 increasing their positions, 51 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 51

62% more call options, than puts

Call options by funds: $1.01M | Put options by funds: $625K

5% more capital invested

Capital invested by funds: $1.43B → $1.51B (+$74M)

0.17% more ownership

Funds ownership: 7.09%7.26% (+0.17%)

4% less funds holding

Funds holding: 233223 (-10)

17% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 36

Holders
223
Holders Change
-10
Holders Change %
-4.29%
% of All Funds
4.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
94
Reduced
51
Closed
36
Calls
$1.01M
Puts
$625K
Net Calls
+$390K
Net Calls Change
+$273K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$392M +$18.3M +113,534 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$214M +$2.98M +18,501 +1%
State Street
3
State Street
Massachusetts
$67.5M +$5.53M +34,335 +9%
UBS Group
4
UBS Group
Switzerland
$51.2M -$5.54M -34,432 -10%
N
5
Nuveen
North Carolina
$44.1M +$11.7M +72,725 +36%
Invesco
6
Invesco
Georgia
$35.3M +$400K +2,485 +1%
Wells Fargo
7
Wells Fargo
California
$32.1M +$9.55M +59,310 +42%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$30.8M -$3.69M -22,899 -11%
Renaissance Technologies
9
Renaissance Technologies
New York
$30M +$929K +5,770 +3%
Morgan Stanley
10
Morgan Stanley
New York
$29.6M +$2.5M +15,548 +9%
Bank of America
11
Bank of America
North Carolina
$29.2M +$15.2M +94,492 +109%
Northern Trust
12
Northern Trust
Illinois
$27.6M +$857K +5,323 +3%
Citadel Advisors
13
Citadel Advisors
Florida
$27.2M -$26.8M -166,351 -50%
Norges Bank
14
Norges Bank
Norway
$26.3M
Geode Capital Management
15
Geode Capital Management
Massachusetts
$25.4M +$1.95M +12,113 +8%
Ameriprise
16
Ameriprise
Minnesota
$22.5M -$93.1K -578 -0.4%
JP Morgan Chase
17
JP Morgan Chase
New York
$22.4M +$65.5K +407 +0.3%
LSV Asset Management
18
LSV Asset Management
Illinois
$21.3M +$3.08M +19,110 +17%
Mirae Asset Global Investments
19
Mirae Asset Global Investments
South Korea
$19M +$3.69M +22,931 +24%
Charles Schwab
20
Charles Schwab
California
$17.6M -$94K -584 -0.5%
Prudential Financial
21
Prudential Financial
New Jersey
$17.3M +$2.1M +13,065 +14%
Principal Financial Group
22
Principal Financial Group
Iowa
$16.8M +$34K +211 +0.2%
Allianz Asset Management
23
Allianz Asset Management
Germany
$14.9M +$3.29M +20,466 +28%
Two Sigma Investments
24
Two Sigma Investments
New York
$13.7M +$5.83M +36,230 +74%
RCAMU
25
Rothschild & Co Asset Management US
Connecticut
$12.9M +$6.67M +41,409 +107%

IVR Hedge Fund Activity: Q2 2019 in Review

223 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco Mortgage Capital (IVR) for Q2 2019, worth a combined $1.51B — up 5.2% from $1.43B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of IVR and 30 opened new positions — a net loss of 6 holders — while 51 trimmed existing stakes and 94 added.

The largest buyer was BlackRock, adding an estimated $18.3M. The largest seller was Citadel Advisors, cutting an estimated $26.8M.

  • 223 institutional investors held Invesco Mortgage Capital (IVR) as of Q2 2019, down from 233 in Q1 2019.
  • Funds reported $1.51B of Invesco Mortgage Capital stock for Q2 2019, up 5.2% quarter-over-quarter.
  • 30 funds opened new Invesco Mortgage Capital positions in Q2 2019 and 36 closed out, a net change of -6 holders.
  • The largest Invesco Mortgage Capital buyer in Q2 2019 was BlackRock, an estimated $18.3M added.
  • The largest Invesco Mortgage Capital seller in Q2 2019 was Citadel Advisors, an estimated $26.8M sold.

Based on aggregated 13F filings for Q2 2019.