Invesco Mortgage Capital
IVR
141 hedge funds and large institutions have $186M invested in Invesco Mortgage Capital in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 38 reducing their positions, and 37 closing their positions.
42% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 38
5% more capital invested
Capital invested by funds: $178M → $186M (+$8.05M)
1.61% less ownership
Funds ownership: 41.35% → 39.74% (-1.6%)
10% less funds holding
Funds holding: 156 → 141 (-15)
16% less call options, than puts
Call options by funds: $6.84M | Put options by funds: $8.14M
41% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Advisers
New York
|
+$4.67M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$4.61M |
| 3 |
BlackRock
New York
|
+$3.31M |
| 4 |
Two Sigma Investments
New York
|
+$2.13M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.37M |
| 2 |
HF
HRT Financial
New York
|
-$4.04M |
| 3 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
-$3.98M |
| 4 |
Millennium Management
New York
|
-$2.27M |
| 5 |
ECM
ExodusPoint Capital Management
New York
|
-$1.72M |
IVR Hedge Fund Activity: Q1 2024 in Review
141 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco Mortgage Capital (IVR) for Q1 2024, worth a combined $186M — up 4.5% from $178M a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of IVR and 22 opened new positions — a net loss of 15 holders — while 38 trimmed existing stakes and 54 added.
The largest buyer was Two Sigma Advisers, adding an estimated $4.67M. The largest seller was Morgan Stanley, cutting an estimated $4.37M.
- 141 institutional investors held Invesco Mortgage Capital (IVR) as of Q1 2024, down from 156 in Q4 2023.
- Funds reported $186M of Invesco Mortgage Capital stock for Q1 2024, up 4.5% quarter-over-quarter.
- 22 funds opened new Invesco Mortgage Capital positions in Q1 2024 and 37 closed out, a net change of -15 holders.
- The largest Invesco Mortgage Capital buyer in Q1 2024 was Two Sigma Advisers, an estimated $4.67M added.
- The largest Invesco Mortgage Capital seller in Q1 2024 was Morgan Stanley, an estimated $4.37M sold.
Based on aggregated 13F filings for Q1 2024.