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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
BCM
176
Blume Capital Management
California
$7K +$6.56K +260 New
ADL
177
Asset Dedication LLC
California
$7K +$6.61K +262 New
Asset Management One
178
Asset Management One
Japan
$7K +$6.84K +271 New
SCA
179
Snowden Capital Advisors
New York
$7K +$7.27K +288 New
LAS
180
Lloyd Advisory Services
Georgia
$6K – – –
GAM
181
Gemmer Asset Management
California
$6K +$5.1K +202 New
AAP
182
Arax Advisory Partners
Colorado
$5K +$4.37K +173 New
PNC Financial Services Group
183
PNC Financial Services Group
Pennsylvania
$5K +$4.42K +175 New
APC
184
Aspire Private Capital
North Carolina
$5K +$4.59K +182 New
FF
185
FourThought Financial
Florida
$5K +$5.05K +200 New
SCA
186
Stonebridge Capital Advisors
Minnesota
$5K +$5.05K +200 New
TAM
187
Tucker Asset Management
Colorado
$4.06K +$3.66K +145 New
WAM
188
WFA Asset Management
Wisconsin
$4.04K +$3.74K +148 New
AWM
189
Accel Wealth Management
Iowa
$4K +$3.56K +141 New
AFG
190
Albion Financial Group
Utah
$4K +$4.06K +161 New
AA
191
Ancora Advisors
Ohio
$3K +$2.37K +94 New
S
192
Surevest
California
$3K +$2.5K +99 New
CA
193
Centerpoint Advisors
Massachusetts
$3K +$2.52K +100 New
HFS
194
HBC Financial Services
Washington
$3K +$3.69K +146 New
MFT
195
Moisand Fitzgerald Tamayo
Florida
$2K +$1.69K +67 New
EVM
196
Eaton Vance Management
Massachusetts
$2K +$1.77K +70 New
TFGT
197
TS Financial Group (TSFG)
Illinois
$2K +$2.02K +80 New
IFAM
198
Institutional & Family Asset Management
Colorado
$2K +$2.07K +82 New
Fifth Third Bancorp
199
Fifth Third Bancorp
Ohio
$2K +$2.17K +86 New
MAM
200
Mystic Asset Management
Rhode Island
$2K +$2.52K +100 New
4 5 6 7
8

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.