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Invesco Mortgage Capital

229 hedge funds and large institutions have $1.52B invested in Invesco Mortgage Capital in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 110 increasing their positions, 53 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 53

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

3% more funds holding

Funds holding: 223229 (+6)

1% more capital invested

Capital invested by funds: $1.51B → $1.52B (+$15.1M)

0.31% less ownership

Funds ownership: 7.26%6.94% (-0.31%)

29% less call options, than puts

Call options by funds: $1.19M | Put options by funds: $1.68M

Holders
229
Holders Change
+6
Holders Change %
+2.69%
% of All Funds
5.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
110
Reduced
53
Closed
22
Calls
$1.19M
Puts
$1.68M
Net Calls
-$494K
Net Calls Change
-$884K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$400M +$28.9M +182,163 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$225M +$23.5M +148,043 +11%
State Street
3
State Street
Massachusetts
$71.1M +$7.01M +44,166 +11%
UBS Group
4
UBS Group
Switzerland
$51.5M +$3.02M +19,054 +6%
N
5
Nuveen
North Carolina
$43.2M +$1.37M +8,627 +3%
Invesco
6
Invesco
Georgia
$37.9M +$4.59M +28,935 +13%
Wells Fargo
7
Wells Fargo
California
$33.1M +$2.65M +16,717 +8%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$30.7M +$1.47M +9,273 +5%
Northern Trust
9
Northern Trust
Illinois
$29.4M +$3.25M +20,494 +12%
Renaissance Technologies
10
Renaissance Technologies
New York
$27.6M -$937K -5,900 -3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$27.2M +$3.24M +20,408 +13%
Norges Bank
12
Norges Bank
Norway
$27.1M +$2.16M +13,590 +8%
Morgan Stanley
13
Morgan Stanley
New York
$25.2M -$3.01M -18,970 -10%
Ameriprise
14
Ameriprise
Minnesota
$22M +$701K +4,413 +3%
Grantham, Mayo, Van Otterloo & Co (GMO)
15
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$22M +$14.1M +88,850 +163%
LSV Asset Management
16
LSV Asset Management
Illinois
$21.9M +$1.68M +10,610 +8%
Mirae Asset Global Investments
17
Mirae Asset Global Investments
South Korea
$19.6M +$1.61M +10,173 +9%
Bank of America
18
Bank of America
North Carolina
$19.6M -$8.41M -52,965 -29%
Charles Schwab
19
Charles Schwab
California
$18.4M +$1.75M +11,021 +10%
Principal Financial Group
20
Principal Financial Group
Iowa
$17.3M +$1.38M +8,718 +8%
JP Morgan Chase
21
JP Morgan Chase
New York
$17.1M -$4.48M -28,222 -20%
Prudential Financial
22
Prudential Financial
New Jersey
$16.1M -$324K -2,040 -2%
RCAMU
23
Rothschild & Co Asset Management US
Connecticut
$12.5M +$270K +1,702 +2%
Allianz Asset Management
24
Allianz Asset Management
Germany
$11.7M -$2.55M -16,034 -17%
Balyasny Asset Management
25
Balyasny Asset Management
Illinois
$11.7M +$11.6M +73,179 +2,436%

IVR Hedge Fund Activity: Q3 2019 in Review

229 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Invesco Mortgage Capital (IVR) for Q3 2019, worth a combined $1.52B — up 1% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IVR positions and 22 closed out — a net gain of 7 holders — while 110 added to existing stakes and 53 trimmed.

The largest buyer was BlackRock, adding an estimated $28.9M. The largest seller was Citadel Advisors, cutting an estimated $16M.

  • 229 institutional investors held Invesco Mortgage Capital (IVR) as of Q3 2019, up from 223 in Q2 2019.
  • Funds reported $1.52B of Invesco Mortgage Capital stock for Q3 2019, up 1% quarter-over-quarter.
  • 29 funds opened new Invesco Mortgage Capital positions in Q3 2019 and 22 closed out, a net change of +7 holders.
  • The largest Invesco Mortgage Capital buyer in Q3 2019 was BlackRock, an estimated $28.9M added.
  • The largest Invesco Mortgage Capital seller in Q3 2019 was Citadel Advisors, an estimated $16M sold.

Based on aggregated 13F filings for Q3 2019.