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InvenTrust Properties

258 hedge funds and large institutions have $955M invested in InvenTrust Properties in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 92 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,684% more call options, than puts

Call options by funds: $719K | Put options by funds: $19K

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

23% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 75

7% more capital invested

Capital invested by funds: $892M → $955M (+$63.2M)

6% more funds holding

Funds holding: 243258 (+15)

1.56% more ownership

Funds ownership: 57.82%59.39% (+1.6%)

Holders
258
Holders Change
+15
Holders Change %
+6.17%
% of All Funds
4.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
33
Increased
92
Reduced
75
Closed
16
Calls
$719K
Puts
$19K
Net Calls
+$700K
Net Calls Change
+$151K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
251
Ancora Advisors
Ohio
$2.24K
CA
252
Centerpoint Advisors
Massachusetts
$2K
PWMG
253
Provence Wealth Management Group
California
$1.74K +$1.76K +73 New
BIA
254
Bell Investment Advisors
California
$1.33K
CP
255
Castleview Partners
Texas
$1.29K
VNA
256
Valley National Advisers
Pennsylvania
$1K +$601 +25 New
Fifth Third Bancorp
257
Fifth Third Bancorp
Ohio
$857
Man Group
258
Man Group
United Kingdom
-$1.1M -47,383 Closed
Victory Capital Management
259
Victory Capital Management
Texas
-$1.09M -46,910 Closed
CA
260
Calton & Associates
Florida
-$611K -26,398 Closed
CIC
261
Cornercap Investment Counsel
Georgia
-$379K -16,377 Closed
JFGLC
262
Johnson Financial Group LLC (Colorado)
Colorado
-$277K -11,984 Closed
FRM
263
Fox Run Management
Connecticut
-$241K -10,396 Closed
SGI
264
Summit Global Investments
Utah
-$238K -10,300 Closed
MML Investors Services
265
MML Investors Services
Massachusetts
-$235K -10,135 Closed
CI
266
CX Institutional
Indiana
-$212K -9,151 Closed
Walleye Trading
267
Walleye Trading
New York
-$209K -9,018 Closed
WP
268
WealthPLAN Partners
Nebraska
-$28.5K -1,232 Closed
HWA
269
HHM Wealth Advisors
Tennessee
-$16.2K -701 Closed
Ohio Public Employees Retirement System (OPERS)
270
Ohio Public Employees Retirement System (OPERS)
Ohio
-$12K -506 Closed
WTA
271
Washington Trust Advisors
Massachusetts
-$7.45K -322 Closed
SWA
272
SOA Wealth Advisors
New York
-$5.55K -240 Closed
QL
273
Quarry LP
New York
-$2.22K -96 Closed
C
274
Covestor
United Kingdom
-$96 -4 -44%

IVT Hedge Fund Activity: Q3 2023 in Review

258 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q3 2023, worth a combined $955M — up 7.1% from $892M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IVT positions and 16 closed out — a net gain of 17 holders — while 92 added to existing stakes and 75 trimmed.

The largest buyer was Prudential Financial, adding an estimated $9.28M. The largest seller was Goldman Sachs, cutting an estimated $6.29M.

  • 258 institutional investors held InvenTrust Properties (IVT) as of Q3 2023, up from 243 in Q2 2023.
  • Funds reported $955M of InvenTrust Properties stock for Q3 2023, up 7.1% quarter-over-quarter.
  • 33 funds opened new InvenTrust Properties positions in Q3 2023 and 16 closed out, a net change of +17 holders.
  • The largest InvenTrust Properties buyer in Q3 2023 was Prudential Financial, an estimated $9.28M added.
  • The largest InvenTrust Properties seller in Q3 2023 was Goldman Sachs, an estimated $6.29M sold.

Based on aggregated 13F filings for Q3 2023.