InvenTrust Properties
244 hedge funds and large institutions have $855M invested in InvenTrust Properties in 2022 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 78 increasing their positions, 75 reducing their positions, and 27 closing their positions.
499% more call options, than puts
Call options by funds: $653K | Put options by funds: $109K
67% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 27
14% more capital invested
Capital invested by funds: $750M → $855M (+$105M)
5% more funds holding
Funds holding: 232 → 244 (+12)
1.65% more ownership
Funds ownership: 51.92% → 53.58% (+1.7%)
4% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 75
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIM
Rush Island Management
New York
|
+$8.25M |
| 2 |
MIIM
Mesirow Institutional Investment Management
Chicago,
Illinois
|
+$5.78M |
| 3 |
Millennium Management
New York
|
+$4.15M |
| 4 |
EWM
Executive Wealth Management
Brighton,
Michigan
|
+$3.19M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$3.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$9.81M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$3.75M |
| 3 |
Voloridge Investment Management
Jupiter,
Florida
|
-$1.63M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$1.6M |
| 5 |
SG Americas Securities
New York
|
-$1.04M |
IVT Hedge Fund Activity: Q4 2022 in Review
244 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q4 2022, worth a combined $855M — up 14% from $750M a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new IVT positions and 27 closed out — a net gain of 18 holders — while 78 added to existing stakes and 75 trimmed.
The largest buyer was Rush Island Management, adding an estimated $8.25M. The largest seller was Principal Financial Group, cutting an estimated $9.81M.
- 244 institutional investors held InvenTrust Properties (IVT) as of Q4 2022, up from 232 in Q3 2022.
- Funds reported $855M of InvenTrust Properties stock for Q4 2022, up 14% quarter-over-quarter.
- 45 funds opened new InvenTrust Properties positions in Q4 2022 and 27 closed out, a net change of +18 holders.
- The largest InvenTrust Properties buyer in Q4 2022 was Rush Island Management, an estimated $8.25M added.
- The largest InvenTrust Properties seller in Q4 2022 was Principal Financial Group, an estimated $9.81M sold.
Based on aggregated 13F filings for Q4 2022.