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Invesco Mortgage Capital
IVR

Overview Fund Activity

231 hedge funds and large institutions have $1.52B invested in Invesco Mortgage Capital in 2019 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 111 increasing their positions, 53 reducing their positions, and 22 closing their positions.

Holders
231
Holders Change
+7
Holders Change %
+3.13%
% of All Funds
5.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
111
Reduced
53
Closed
22
Calls
$1.19M
Puts
$1.68M
Net Calls
-$494K
Net Calls Change
-$884K

Top Buyers

1
BlackRock
1
BlackRock
New York
$400M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$225M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$22M
4
SSA
4
Schonfeld Strategic Advisors
New York
$11.2M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$11.7M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$10.4M
2
Bank of America
2
Bank of America
North Carolina
$19.6M
3
Deutsche Bank
3
Deutsche Bank
Germany
$1.95M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$6.73M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.15M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$400M 26,117,320 +1,821,630 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$225M 14,725,138 +1,480,433 +11%
State Street
3
State Street
Massachusetts
$71.1M 4,516,262 +441,659 +11%
UBS Group
4
UBS Group
Switzerland
$51.5M 3,364,838 +190,539 +6%
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$43.2M 2,824,605 +86,265 +3%
Invesco
6
Invesco
Georgia
$37.9M 2,478,616 +289,346 +13%
Wells Fargo
7
Wells Fargo
California
$33.1M 2,159,791 +167,172 +8%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$30.7M 2,003,249 +92,733 +5%
Northern Trust
9
Northern Trust
Illinois
$29.4M 1,918,115 +204,940 +12%
Renaissance Technologies
10
Renaissance Technologies
New York
$27.6M 1,802,900 -59,000 -3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$27.2M 1,777,101 +204,085 +13%
Norges Bank
12
Norges Bank
Norway
$27.1M 1,770,406 +135,898 +8%
Morgan Stanley
13
Morgan Stanley
New York
$25.2M 1,643,648 -189,706 -10%
Ameriprise
14
Ameriprise
Minnesota
$22M 1,438,890 +44,132 +3%
Grantham, Mayo, Van Otterloo & Co (GMO)
15
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$22M 1,433,900 +888,500 +163%
LSV Asset Management
16
LSV Asset Management
Illinois
$21.9M 1,427,945 +106,100 +8%
Mirae Asset Global Investments
17
Mirae Asset Global Investments
South Korea
$19.6M 1,280,399 +101,733 +9%
Bank of America
18
Bank of America
North Carolina
$19.6M 1,279,472 -529,645 -29%
Charles Schwab
19
Charles Schwab
California
$18.4M 1,203,554 +110,213 +10%
Principal Financial Group
20
Principal Financial Group
Iowa
$17.3M 1,128,890 +87,181 +8%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$17.1M 1,117,216 -282,226 -20%
Prudential Financial
22
Prudential Financial
New Jersey
$16.1M 1,050,016 -20,400 -2%
RCAMU
23
Rothschild & Co Asset Management US
Connecticut
$12.5M 818,748 +17,021 +2%
Allianz Asset Management
24
Allianz Asset Management
Germany
$11.7M 766,122 -160,334 -17%
Balyasny Asset Management
25
Balyasny Asset Management
Illinois
$11.7M 761,828 +731,790 +2,436%
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