We are live on ! Find out more
IVT icon

InvenTrust Properties
IVT

243 hedge funds and large institutions have $892M invested in InvenTrust Properties in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 80 increasing their positions, 86 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

419% more call options, than puts

Call options by funds: $680K | Put options by funds: $131K

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

4% more funds holding

Funds holding: 234 → 243 (+9)

0.96% more ownership

Funds ownership: 56.87% → 57.82% (+0.96%)

0% more capital invested

Capital invested by funds: $889M → $892M (+$3.16M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 86

Holders
243
Holders Change
+9
Holders Change %
+3.85%
% of All Funds
3.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
30
Increased
80
Reduced
86
Closed
18
Calls
$680K
Puts
$131K
Net Calls
+$549K
Net Calls Change
+$51K

Top Buyers

Rank Fund Capital Flow
1
SSA
Schonfeld Strategic Advisors
New York
+$8.29M
2
Millennium Management
Millennium Management
New York
+$5.79M
3
Goldman Sachs
Goldman Sachs
New York
+$4.91M
4
BlackRock
BlackRock
New York
+$4.33M
5
ECM
ExodusPoint Capital Management
New York
+$4.02M

Top Sellers

Rank Fund Capital Flow
1
LPC
Long Pond Capital
New York
-$6.89M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$6.81M
3
Northern Trust
Northern Trust
Illinois
-$5.46M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$4.87M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
226
Blume Capital Management
California
$6.02K – – –
SIC
227
Salem Investment Counselors
North Carolina
$6K – – –
ADL
228
Asset Dedication LLC
California
$6K – – –
SWA
229
SOA Wealth Advisors
New York
$5.55K – – –
MCM
230
MV Capital Management
Maryland
$5.39K – – –
CSPIA
231
Cary Street Partners Investment Advisory
Virginia
$4.4K – – –
NL
232
NVWM LLC
Pennsylvania
$4.19K – – –
WAM
233
WFA Asset Management
Wisconsin
$3.52K +$23 +1 +0.7%
TAM
234
Tucker Asset Management
Colorado
$3.35K – – –
HFS
235
HBC Financial Services
Washington
$3K – – –
BCMIO
236
Beacon Capital Management Inc (Ohio)
Ohio
$2.31K – – –
QL
237
Quarry LP
New York
$2.22K +$2.17K +96 New
AA
238
Ancora Advisors
Ohio
$2.17K – – –
CA
239
Centerpoint Advisors
Massachusetts
$2K – – –
BIA
240
Bell Investment Advisors
California
$1.3K +$587 +26 +87%
CP
241
Castleview Partners
Texas
$1.25K +$1.22K +54 New
Fifth Third Bancorp
242
Fifth Third Bancorp
Ohio
$833 -$25K -1,107 -97%
LPC
243
Long Pond Capital
New York
– -$6.89M -294,536 Closed
Balyasny Asset Management
244
Balyasny Asset Management
Illinois
– -$6.81M -290,853 Closed
AFP
245
Ausdal Financial Partners
Iowa
– -$1.33M -56,868 Closed
AWE
246
Avidian Wealth Enterprises
Texas
– -$553K -23,636 Closed
Squarepoint
247
Squarepoint
New York
– -$379K -16,202 Closed
WEG
248
World Equity Group
Illinois
– -$307K -14,264 Closed
Mercer Global Advisors
249
Mercer Global Advisors
Colorado
– -$323K -14,222 Closed
Two Sigma Advisers
250
Two Sigma Advisers
New York
– -$239K -10,200 Closed
7 8 9
10
11

IVT Hedge Fund Activity: Q2 2023 in Review

243 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q2 2023, worth a combined $892M — up 0.36% from $889M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IVT positions and 18 closed out — a net gain of 12 holders — while 80 added to existing stakes and 86 trimmed.

The largest buyer was Schonfeld Strategic Advisors, opening a new position worth an estimated $8.29M. The largest seller was Long Pond Capital, exiting entirely with an estimated $6.89M sold.

  • 243 institutional investors held InvenTrust Properties (IVT) as of Q2 2023, up from 234 in Q1 2023.
  • Funds reported $892M of InvenTrust Properties stock for Q2 2023, up 0.36% quarter-over-quarter.
  • 30 funds opened new InvenTrust Properties positions in Q2 2023 and 18 closed out, a net change of +12 holders.
  • The largest InvenTrust Properties buyer in Q2 2023 was Schonfeld Strategic Advisors, an estimated $8.29M added.
  • The largest InvenTrust Properties seller in Q2 2023 was Long Pond Capital, an estimated $6.89M sold.

Based on aggregated 13F filings for Q2 2023.