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InvenTrust Properties

307 hedge funds and large institutions have $2.43B invested in InvenTrust Properties in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 121 increasing their positions, 83 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $359K | Put options by funds: $163K

64% more capital invested

Capital invested by funds: $1.48B → $2.43B (+$951M)

46% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 83

25% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 40

2.09% more ownership

Funds ownership: 67.98%70.07% (+2.1%)

1% more funds holding

Funds holding: 303307 (+4)

Holders
307
Holders Change
+4
Holders Change %
+1.32%
% of All Funds
4.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
50
Increased
121
Reduced
83
Closed
40
Calls
$359K
Puts
$163K
Net Calls
+$196K
Net Calls Change
-$128K
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
226
Bernard Wealth Management
Michigan
$74.2K +$74.1K +2,462 New
AB
227
Amalgamated Bank
New York
$72K
TRCT
228
Tower Research Capital (TRC)
New York
$70.8K -$12.5K -415 -15%
PTC
229
Private Trust Company
Ohio
$69.5K
Fidelity International
230
Fidelity International
Bermuda
$67.5K +$9.99K +332 +17%
Mirae Asset Global Investments
231
Mirae Asset Global Investments
South Korea
$63.9K -$14.5K -482 -18%
HFS
232
Hantz Financial Services
Michigan
$63K
NA
233
NewEdge Advisors
Louisiana
$61.6K +$14K +465 +29%
AG
234
AmeriFlex Group
Nevada
$60.4K +$61.1K +2,030 New
Jones Financial Companies
235
Jones Financial Companies
Missouri
$56K +$30.9K +1,026 +123%
PA
236
Parallel Advisors
California
$54.9K +$1.14K +38 +2%
QL
237
Quarry LP
New York
$53.4K +$53.3K +1,772 New
CAM
238
Creekmur Asset Management
Illinois
$49.1K +$361 +12 +0.7%
AP
239
Atwood & Palmer
Missouri
$44.5K
GFM
240
GF Fund Management
China
$42.2K +$42.2K +1,402 New
Comerica Bank
241
Comerica Bank
Texas
$37.5K +$1.44K +48 +4%
PMFA
242
Plante Moran Financial Advisors
Michigan
$35.4K
WAS
243
Winch Advisory Services
Wisconsin
$33.3K +$241 +8 +0.7%
NFSG
244
Newbridge Financial Services Group
Florida
$31.6K -$9.99K -332 -24%
AP
245
Aspect Partners
Virginia
$30.7K
PS
246
Principal Securities
Iowa
$29.3K -$4.24K -141 -13%
FMII
247
Farmers & Merchants Investments Inc
Nebraska
$28.4K
MEG
248
Millstone Evans Group
Colorado
$27.3K +$27.2K +905 New
SWM
249
Spire Wealth Management
Virginia
$24.8K
BFS
250
Bare Financial Services
Pennsylvania
$24.2K

IVT Hedge Fund Activity: Q4 2024 in Review

307 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q4 2024, worth a combined $2.43B — up 64% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IVT positions and 40 closed out — a net gain of 10 holders — while 121 added to existing stakes and 83 trimmed.

The largest buyer was Millennium Management, adding an estimated $25.3M. The largest seller was Ghisallo Capital Management, cutting an estimated $12M.

  • 307 institutional investors held InvenTrust Properties (IVT) as of Q4 2024, up from 303 in Q3 2024.
  • Funds reported $2.43B of InvenTrust Properties stock for Q4 2024, up 64% quarter-over-quarter.
  • 50 funds opened new InvenTrust Properties positions in Q4 2024 and 40 closed out, a net change of +10 holders.
  • The largest InvenTrust Properties buyer in Q4 2024 was Millennium Management, an estimated $25.3M added.
  • The largest InvenTrust Properties seller in Q4 2024 was Ghisallo Capital Management, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2024.