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InvenTrust Properties

232 hedge funds and large institutions have $747M invested in InvenTrust Properties in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 76 increasing their positions, 77 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,448% more call options, than puts

Call options by funds: $586K | Put options by funds: $23K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0.85% more ownership

Funds ownership: 51.1%51.94% (+0.85%)

1% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 77

5% less funds holding

Funds holding: 245232 (-13)

16% less capital invested

Capital invested by funds: $888M → $747M (-$141M)

28% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 36

Holders
232
Holders Change
-13
Holders Change %
-5.31%
% of All Funds
4%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
76
Reduced
77
Closed
36
Calls
$586K
Puts
$23K
Net Calls
+$563K
Net Calls Change
+$176K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$204M +$759K +28,579 +0.3%
BlackRock
2
BlackRock
New York
$130M +$6.78M +255,336 +4%
Principal Financial Group
3
Principal Financial Group
Iowa
$60M -$1.75M -65,791 -2%
State Street
4
State Street
Massachusetts
$56.6M +$1.89M +71,249 +3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$28.5M -$82.1K -3,092 -0.2%
Northern Trust
6
Northern Trust
Illinois
$20.5M +$4.94M +186,208 +24%
Charles Schwab
7
Charles Schwab
California
$17M +$343K +12,914 +2%
TAM
8
Third Avenue Management
New York
$15.5M -$244K -9,199 -1%
Mitsubishi UFJ Trust & Banking
9
Mitsubishi UFJ Trust & Banking
Japan
$12.1M +$403K +15,170 +3%
Balyasny Asset Management
10
Balyasny Asset Management
Illinois
$12M +$4.97M +187,248 +50%
CCM
11
Chilton Capital Management
Texas
$10.9M +$379K +14,280 +3%
Legal & General Group
12
Legal & General Group
United Kingdom
$8.3M +$1.12M +42,184 +12%
RIM
13
Rush Island Management
New York
$8.28M +$10.3M +388,163 New
Allianz Asset Management
14
Allianz Asset Management
Germany
$7.24M +$1.86M +69,934 +26%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$7.1M -$282K -10,632 -3%
Osaic Holdings
16
Osaic Holdings
Arizona
$6.44M +$344K +12,935 +4%
JP Morgan Chase
17
JP Morgan Chase
New York
$6.22M +$140K +5,258 +2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$6.03M +$662K +24,928 +10%
UBS AM
19
UBS AM
Illinois
$5.29M -$242K -9,119 -4%
N
20
Nuveen
North Carolina
$5.04M -$150K -5,649 -2%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$4.41M -$2.17M -81,664 -28%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$4.16M +$3.05M +114,966 +143%
AWM
23
AE Wealth Management
Kansas
$3.58M -$86.5K -3,257 -2%
Swiss National Bank
24
Swiss National Bank
Switzerland
$3.41M +$31.9K +1,200 +0.8%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$3.2M -$302K -11,382 -7%

IVT Hedge Fund Activity: Q3 2022 in Review

232 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q3 2022, worth a combined $747M — down 16% from $888M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of IVT and 26 opened new positions — a net loss of 10 holders — while 77 trimmed existing stakes and 76 added.

The largest buyer was Rush Island Management, opening a new position worth an estimated $10.3M. The largest seller was Weiss Multi-Strategy Advisers, exiting entirely with an estimated $6.14M sold.

  • 232 institutional investors held InvenTrust Properties (IVT) as of Q3 2022, down from 245 in Q2 2022.
  • Funds reported $747M of InvenTrust Properties stock for Q3 2022, down 16% quarter-over-quarter.
  • 26 funds opened new InvenTrust Properties positions in Q3 2022 and 36 closed out, a net change of -10 holders.
  • The largest InvenTrust Properties buyer in Q3 2022 was Rush Island Management, an estimated $10.3M added.
  • The largest InvenTrust Properties seller in Q3 2022 was Weiss Multi-Strategy Advisers, an estimated $6.14M sold.

Based on aggregated 13F filings for Q3 2022.