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InvenTrust Properties

290 hedge funds and large institutions have $1.09B invested in InvenTrust Properties in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 76 increasing their positions, 110 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

565% more call options, than puts

Call options by funds: $2.97M | Put options by funds: $447K

62% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 29

6% more funds holding

Funds holding: 273290 (+17)

1% less capital invested

Capital invested by funds: $1.1B → $1.09B (-$8.05M)

1.68% less ownership

Funds ownership: 64.11%62.43% (-1.7%)

31% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 110

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
290
Holders Change
+17
Holders Change %
+6.23%
% of All Funds
4.18%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
47
Increased
76
Reduced
110
Closed
29
Calls
$2.97M
Puts
$447K
Net Calls
+$2.52M
Net Calls Change
+$2.09M
Name Holding Trade Value Shares
Change
Change in
Stake
Tudor Investment Corp
51
Tudor Investment Corp
Connecticut
$2.36M +$234K +9,286 +11%
CS
52
Credit Suisse
Switzerland
$2.36M -$28.8K -1,145 -1%
HSBC Holdings
53
HSBC Holdings
United Kingdom
$2.15M +$900K +35,730 +75%
Renaissance Technologies
54
Renaissance Technologies
New York
$2.14M +$310K +12,300 +17%
AllianceBernstein
55
AllianceBernstein
Tennessee
$2.14M -$65.7K -2,608 -3%
Nomura Asset Management
56
Nomura Asset Management
Japan
$2.05M +$89.9K +3,570 +5%
Citadel Advisors
57
Citadel Advisors
Florida
$2M +$540K +21,458 +38%
Sumitomo Mitsui Trust Group
58
Sumitomo Mitsui Trust Group
Japan
$1.92M -$119K -4,728 -6%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$1.74M -$95.3K -3,784 -5%
Barclays
60
Barclays
United Kingdom
$1.72M -$1.11M -43,975 -40%
First Trust Advisors
61
First Trust Advisors
Illinois
$1.68M +$113K +4,476 +7%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$1.68M +$603K +23,954 +58%
Deutsche Bank
63
Deutsche Bank
Germany
$1.57M +$421K +16,703 +38%
OCBCO
64
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.53M
UOC
65
UBS O'Connor
Illinois
$1.53M +$1.5M +59,375 New
AWA
66
Arete Wealth Advisors
Illinois
$1.51M -$4.83K -192 -0.3%
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$1.38M +$1.35M +53,796 New
PCIA
68
Prime Capital Investment Advisors
Kansas
$1.37M -$37.2K -1,479 -3%
Wells Fargo
69
Wells Fargo
California
$1.37M +$41.4K +1,644 +3%
MAM
70
Martingale Asset Management
Massachusetts
$1.35M -$80K -3,178 -6%
Voloridge Investment Management
71
Voloridge Investment Management
Florida
$1.34M +$249K +9,879 +23%
Bank of America
72
Bank of America
North Carolina
$1.3M -$1.4M -55,775 -53%
Truist Financial
73
Truist Financial
North Carolina
$1.23M -$2.69K -107 -0.2%
BPA
74
Beacon Pointe Advisors
California
$1.21M -$36.2K -1,438 -3%
AG
75
Algert Global
California
$1.13M

IVT Hedge Fund Activity: Q1 2024 in Review

290 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q1 2024, worth a combined $1.09B — down 0.73% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IVT positions and 29 closed out — a net gain of 18 holders — while 76 added to existing stakes and 110 trimmed.

The largest buyer was Van Lanschot Kempen Investment Management, opening a new position worth an estimated $11.7M. The largest seller was Morgan Stanley, cutting an estimated $40.5M.

  • 290 institutional investors held InvenTrust Properties (IVT) as of Q1 2024, up from 273 in Q4 2023.
  • Funds reported $1.09B of InvenTrust Properties stock for Q1 2024, down 0.73% quarter-over-quarter.
  • 47 funds opened new InvenTrust Properties positions in Q1 2024 and 29 closed out, a net change of +18 holders.
  • The largest InvenTrust Properties buyer in Q1 2024 was Van Lanschot Kempen Investment Management, an estimated $11.7M added.
  • The largest InvenTrust Properties seller in Q1 2024 was Morgan Stanley, an estimated $40.5M sold.

Based on aggregated 13F filings for Q1 2024.