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InvenTrust Properties
IVT

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: 1 → 2 (+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: 243 → 258 (+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

Top Buyers

Rank Fund Capital Flow
1
Prudential Financial
Prudential Financial
New Jersey
+$9.28M
2
SSA
Schonfeld Strategic Advisors
New York
+$6.81M
3
ACM
Adelante Capital Management
California
+$4.77M
4
HCM
HGI Capital Management
New York
+$4.76M
5
GCA
GSI Capital Advisors
California
+$3.18M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$6.29M
2
Morgan Stanley
Morgan Stanley
New York
-$3.81M
3
BlackRock
BlackRock
New York
-$3.24M
4
Charles Schwab
Charles Schwab
California
-$2.37M
5
N
Nuveen
North Carolina
-$1.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$1.73M -$144K -5,998 -8%
LCM
52
LDR Capital Management
New York
$1.72M – – –
AG
53
Algert Global
California
$1.66M -$391K -16,250 -19%
OCBCO
54
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.56M +$1.58M +65,525 New
Bank of America
55
Bank of America
North Carolina
$1.53M +$403K +16,741 +35%
AWA
56
Arete Wealth Advisors
Illinois
$1.51M +$1.01M +42,141 +198%
AC
57
Allstate Corporation
Illinois
$1.48M +$1.5M +62,289 New
PCIA
58
Prime Capital Investment Advisors
Kansas
$1.43M -$24.5K -1,019 -2%
ERSOT
59
Employees Retirement System of Texas
Texas
$1.43M – – –
CAN
60
Cetera Advisor Networks
California
$1.38M -$224K -9,297 -14%
SEI Investments
61
SEI Investments
Pennsylvania
$1.3M +$231K +9,596 +21%
Amundi
62
Amundi
France
$1.28M – – –
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$1.27M -$811K -33,742 -39%
Truist Financial
64
Truist Financial
North Carolina
$1.27M -$23.6K -981 -2%
BPA
65
Beacon Pointe Advisors
California
$1.23M +$70.3K +2,925 +6%
MWM
66
Moran Wealth Management
Florida
$1.21M +$1.22M +50,770 New
BFM
67
Boothbay Fund Management
New York
$1.2M +$1.21M +50,399 New
Citigroup
68
Citigroup
New York
$1.19M -$155K -6,454 -11%
Wells Fargo
69
Wells Fargo
California
$1.15M -$445K -18,485 -28%
Citadel Advisors
70
Citadel Advisors
Florida
$1.11M +$895K +37,198 +386%
DLG
71
Daniel L. Goodwin
$1.09M – – –
Deutsche Bank
72
Deutsche Bank
Germany
$1.08M -$335K -13,943 -24%
AWS
73
Atria Wealth Solutions
New York
$1.05M +$249K +10,370 +31%
HSBC Holdings
74
HSBC Holdings
United Kingdom
$1.04M -$888K -36,927 -46%
Koshinski Asset Management
75
Koshinski Asset Management
Illinois
$1.04M +$313 +13 +0%
1 2
3
4 5

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.