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InvenTrust Properties
IVT

199 hedge funds and large institutions have $679M invested in InvenTrust Properties in 2021 Q4 according to their latest regulatory filings, with 199 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

34.93% more ownership

Funds ownership: 0% → 34.93% (+35%)

12% less call options, than puts

Call options by funds: $318K | Put options by funds: $363K

Holders
199
Holders Change
+199
Holders Change %
–
% of All Funds
3.06%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
199
Increased
–
Reduced
–
Closed
–
Calls
$318K
Puts
$363K
Net Calls
-$45K
Net Calls Change
-$45K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$139M
2
Principal Financial Group
Principal Financial Group
Iowa
+$106M
3
BlackRock
BlackRock
New York
+$59.5M
4
State Street
State Street
Massachusetts
+$27.1M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$24.9M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
26
Citigroup
New York
$2.66M +$2.46M +97,609 New
CAN
27
Cetera Advisor Networks
California
$2.5M +$2.31M +91,509 New
JP Morgan Chase
28
JP Morgan Chase
New York
$2.41M +$2.23M +88,333 New
Ameriprise
29
Ameriprise
Minnesota
$2.17M +$1.99M +78,948 New
SO
30
STRS Ohio
Ohio
$2.15M +$1.99M +78,787 New
CA
31
Cetera Advisors
Colorado
$2.14M +$1.98M +78,544 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$2.13M +$1.97M +77,976 New
PCIA
33
Prime Capital Investment Advisors
Kansas
$2.12M +$1.97M +77,880 New
Wells Fargo
34
Wells Fargo
California
$2.02M +$1.87M +73,996 New
RJFSA
35
Raymond James Financial Services Advisors
Florida
$1.93M +$1.79M +70,912 New
Koshinski Asset Management
36
Koshinski Asset Management
Illinois
$1.91M +$1.77M +70,081 New
AFP
37
Ausdal Financial Partners
Iowa
$1.87M +$1.73M +68,450 New
Citadel Advisors
38
Citadel Advisors
Florida
$1.44M +$1.33M +52,702 New
CFGS
39
Concourse Financial Group Securities
Alabama
$1.4M +$1.29M +51,105 New
FFN
40
Focus Financial Network
Minnesota
$1.4M +$1.28M +50,806 New
CBFP
41
Cedar Brook Financial Partners
Ohio
$1.36M +$1.26M +50,064 New
LNC
42
Lincoln National Corp
Pennsylvania
$1.21M +$1.12M +44,269 New
CS
43
Credit Suisse
Switzerland
$1.19M +$1.1M +43,505 New
AWE
44
Avidian Wealth Enterprises
Texas
$1.16M +$1.08M +42,645 New
Amundi
45
Amundi
France
$1.15M +$1.05M +41,461 New
Bank of New York Mellon
46
Bank of New York Mellon
New York
$1.07M +$991K +39,264 New
AF
47
Advisornet Financial
Minnesota
$1.02M +$945K +37,432 New
SOADOR
48
State of Alaska Department of Revenue
Alaska
$991K +$919K +36,400 New
WMSA
49
Weiss Multi-Strategy Advisers
New York
$966K +$894K +35,438 New
IWC
50
Integrated Wealth Concepts
Massachusetts
$955K +$885K +35,048 New
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IVT Hedge Fund Activity: Q4 2021 in Review

199 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q4 2021, worth a combined $679M.

Buyers outnumbered sellers: 199 funds opened new IVT positions and 0 closed out — a net gain of 199 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $139M.

  • 199 institutional investors held InvenTrust Properties (IVT) as of Q4 2021, up from 0 in Q3 2021.
  • Funds reported $679M of InvenTrust Properties stock for Q4 2021.
  • 199 funds opened new InvenTrust Properties positions in Q4 2021 and 0 closed out, a net change of +199 holders.
  • The largest InvenTrust Properties buyer in Q4 2021 was Vanguard Group, an estimated $139M added.

Based on aggregated 13F filings for Q4 2021.