InvenTrust Properties
273 hedge funds and large institutions have $1.1B invested in InvenTrust Properties in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 76 increasing their positions, 92 reducing their positions, and 30 closing their positions.
139% more call options, than puts
Call options by funds: $749K | Put options by funds: $314K
53% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 30
15% more capital invested
Capital invested by funds: $955M → $1.1B (+$141M)
6% more funds holding
Funds holding: 258 → 273 (+15)
4.73% more ownership
Funds ownership: 59.39% → 64.11% (+4.7%)
17% less repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 92
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$65.4M |
| 2 |
JP Morgan Chase
New York
|
+$9.2M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$8.13M |
| 4 |
MCM
Makena Capital Management
Menlo Park,
California
|
+$6.32M |
| 5 |
BlackRock
New York
|
+$5.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VCM
V3 Capital Management
Dallas,
Texas
|
-$15.3M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
-$9.51M |
| 3 |
GCA
GSI Capital Advisors
Newport Beach,
California
|
-$3.15M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$2.22M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.16M |
IVT Hedge Fund Activity: Q4 2023 in Review
273 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q4 2023, worth a combined $1.1B — up 15% from $955M a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new IVT positions and 30 closed out — a net gain of 16 holders — while 76 added to existing stakes and 92 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $65.4M. The largest seller was V3 Capital Management, exiting entirely with an estimated $15.3M sold.
- 273 institutional investors held InvenTrust Properties (IVT) as of Q4 2023, up from 258 in Q3 2023.
- Funds reported $1.1B of InvenTrust Properties stock for Q4 2023, up 15% quarter-over-quarter.
- 46 funds opened new InvenTrust Properties positions in Q4 2023 and 30 closed out, a net change of +16 holders.
- The largest InvenTrust Properties buyer in Q4 2023 was Morgan Stanley, an estimated $65.4M added.
- The largest InvenTrust Properties seller in Q4 2023 was V3 Capital Management, an estimated $15.3M sold.
Based on aggregated 13F filings for Q4 2023.