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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
RJFSA
76
Raymond James Financial Services Advisors
Florida
$1.01M -$181K -7,521 -15%
Mitsubishi UFJ Asset Management
77
Mitsubishi UFJ Asset Management
Japan
$983K +$75.6K +3,145 +8%
Creative Planning
78
Creative Planning
Kansas
$974K +$74.2K +3,086 +8%
HCA
79
Harbor Capital Advisors
Illinois
$962K -$3.85K -160 -0.4%
MIM
80
MetLife Investment Management
New Jersey
$878K
GWWM
81
Great Waters Wealth Management
Minnesota
$841K -$265 -11 -0%
Janus Henderson Group
82
Janus Henderson Group
United Kingdom
$816K +$72 +3 +0%
AIG
83
American International Group
New York
$808K +$29K +1,207 +4%
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$803K +$181K +7,533 +29%
CIMLRA
85
CBRE Investment Management Listed Real Assets
Pennsylvania
$791K
CAC
86
Certified Advisory Corp
Florida
$769K -$13.7K -571 -2%
SOADOR
87
State of Alaska Department of Revenue
Alaska
$767K +$134K +5,561 +21%
State of Wisconsin Investment Board
88
State of Wisconsin Investment Board
Wisconsin
$746K -$5.17K -215 -0.7%
Mirae Asset Global Investments
89
Mirae Asset Global Investments
South Korea
$744K -$13.9K -578 -2%
Voloridge Investment Management
90
Voloridge Investment Management
Florida
$714K +$721K +29,979 New
SG Americas Securities
91
SG Americas Securities
New York
$703K +$414K +17,229 +140%
Canada Life
92
Canada Life
Manitoba, Canada
$677K +$134K +5,560 +24%
New York State Common Retirement Fund
93
New York State Common Retirement Fund
New York
$675K +$481 +20 +0.1%
Wealth Enhancement Advisory Services
94
Wealth Enhancement Advisory Services
Minnesota
$664K +$334K +13,903 +99%
VOYA Investment Management
95
VOYA Investment Management
Georgia
$654K +$7.17K +298 +1%
FFN
96
Focus Financial Network
Minnesota
$641K +$3.15K +131 +0.5%
Renaissance Technologies
97
Renaissance Technologies
New York
$636K +$269K +11,200 +72%
Barclays
98
Barclays
United Kingdom
$627K -$189K -7,857 -23%
Zurich Cantonal Bank
99
Zurich Cantonal Bank
Switzerland
$623K -$37.9K -1,577 -6%
Teacher Retirement System of Texas
100
Teacher Retirement System of Texas
Texas
$621K -$194K -8,075 -24%

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.