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Invesco Mortgage Capital
IVR

Overview Fund Activity

244 hedge funds and large institutions have $1.73B invested in Invesco Mortgage Capital in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 107 increasing their positions, 57 reducing their positions, and 29 closing their positions.

Holders
244
Holders Change
+13
Holders Change %
+5.63%
% of All Funds
4.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
48
Increased
107
Reduced
57
Closed
29
Calls
$917K
Puts
$1.83M
Net Calls
-$911K
Net Calls Change
-$417K

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$27M
2
WG
2
Winton Group
United Kingdom
$23.5M
3
RCAMU
3
Rothschild & Co Asset Management US
Connecticut
$26.6M
4
BlackRock
4
BlackRock
New York
$445M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$10.1M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
SSA
2
Schonfeld Strategic Advisors
New York
$787K
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$0
4
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$17.2M
5
Millennium Management
5
Millennium Management
New York
$1.7M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$445M 26,725,703 +608,383 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$246M 14,790,512 +65,374 +0.4%
State Street
3
State Street
Massachusetts
$82.6M 4,817,901 +301,639 +7%
UBS Group
4
UBS Group
Switzerland
$58.1M 3,486,962 +122,124 +4%
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$45.5M 2,734,407 -90,198 -3%
Invesco
6
Invesco
Georgia
$43.4M 2,608,999 +130,383 +5%
Renaissance Technologies
7
Renaissance Technologies
New York
$38.3M 2,297,917 +495,017 +27%
Wells Fargo
8
Wells Fargo
California
$37.7M 2,265,425 +105,634 +5%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$33.5M 2,009,049 +5,800 +0.3%
Norges Bank
10
Norges Bank
Norway
$31.6M 1,900,066 +129,660 +7%
Northern Trust
11
Northern Trust
Illinois
$31.6M 1,895,537 -22,578 -1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$31.4M 1,883,017 +105,916 +6%
Morgan Stanley
13
Morgan Stanley
New York
$31M 1,860,464 +216,816 +13%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$27M 1,623,808 +1,623,808 New
RCAMU
15
Rothschild & Co Asset Management US
Connecticut
$26.6M 1,599,088 +780,340 +95%
Mirae Asset Global Investments
16
Mirae Asset Global Investments
South Korea
$25.3M 1,521,310 +240,911 +19%
LSV Asset Management
17
LSV Asset Management
Illinois
$24.7M 1,482,545 +54,600 +4%
Ameriprise
18
Ameriprise
Minnesota
$24.1M 1,447,269 +8,379 +0.6%
WG
19
Winton Group
United Kingdom
$23.5M 1,410,089 +1,001,089 +245%
Prudential Financial
20
Prudential Financial
New Jersey
$22.1M 1,327,199 +277,183 +26%
Allianz Asset Management
21
Allianz Asset Management
Germany
$20.5M 1,231,995 +465,873 +61%
Charles Schwab
22
Charles Schwab
California
$20.4M 1,227,558 +24,004 +2%
Principal Financial Group
23
Principal Financial Group
Iowa
$18.8M 1,128,218 -672 -0.1%
Bank of America
24
Bank of America
North Carolina
$18.5M 1,112,647 -166,825 -13%
Grantham, Mayo, Van Otterloo & Co (GMO)
25
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$17.2M 1,031,300 -402,600 -28%
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