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INNOVATE Corp
VATE

81 hedge funds and large institutions have $159M invested in INNOVATE Corp in 2017 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

19% more capital invested

Capital invested by funds: $134M → $159M (+$25.9M)

9% more funds holding

Funds holding: 74 → 81 (+7)

9% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 22

0.35% more ownership

Funds ownership: 5.87% → 6.22% (+0.35%)

Holders
81
Holders Change
+7
Holders Change %
+9.46%
% of All Funds
1.84%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
13
Increased
24
Reduced
22
Closed
6
Calls
$107K
Puts
–
Net Calls
+$107K
Net Calls Change
+$389K

Top Buyers

Rank Fund Capital Flow
1
MIM
Mittleman Investment Management
New York
+$4.31M
2
BSP
Benefit Street Partners
New York
+$3.57M
3
BC
Brookfield Corp
Ontario, Canada
+$2.89M
4
CG
Caprock Group
Idaho
+$593K
5
Charles Schwab
Charles Schwab
California
+$567K

Top Sellers

Rank Fund Capital Flow
1
NFA
Nationwide Fund Advisors
Ohio
-$1.2M
2
BCM
Bridgeway Capital Management
Texas
-$724K
3
TCIM
TIAA CREF Investment Management
New York
-$617K
4
WMSA
Weiss Multi-Strategy Advisers
New York
-$607K
5
JP Morgan Chase
JP Morgan Chase
New York
-$552K
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$944K +$20.6K +383 +2%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$873K -$6.04K -112 -0.8%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$835K – – –
CG
29
Caprock Group
Idaho
$710K +$593K +11,000 New
Deutsche Bank
30
Deutsche Bank
Germany
$650K -$277K -5,145 -32%
TCIM
31
TIAA CREF Investment Management
New York
$594K -$617K -11,454 -53%
CCMH
32
Cornerstone Capital Management Holdings
New York
$590K +$145K +2,690 +37%
OAM
33
Oxford Asset Management
United Kingdom
$580K +$17.5K +324 +3%
UBS Group
34
UBS Group
Switzerland
$571K +$68.6K +1,274 +15%
PPA
35
Parametric Portfolio Associates
Washington
$561K +$116K +2,162 +30%
Wells Fargo
36
Wells Fargo
California
$552K +$184K +3,423 +58%
TA
37
Teachers Advisors
New York
$503K +$29.7K +552 +7%
Millennium Management
38
Millennium Management
New York
$436K +$325K +6,040 +468%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$432K -$90K -1,670 -19%
Nomura Holdings
40
Nomura Holdings
Japan
$407K – – –
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$390K +$8.24K +153 +2%
Goldman Sachs
42
Goldman Sachs
New York
$360K +$224K +4,162 +221%
SRAM
43
Stone Ridge Asset Management
New York
$345K +$313K +5,800 New
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$332K -$56K -1,039 -16%
Bank of America
45
Bank of America
North Carolina
$304K +$205K +3,799 +292%
ARTA
46
A.R.T. Advisors
New York
$269K -$124K -2,310 -34%
LCG
47
Luxor Capital Group
New York
$265K +$185K +3,442 +339%
PG
48
PEAK6 Group
Illinois
$253K +$45.8K +850 +25%
BCA
49
Benchmark Capital Advisors
New York
$238K – – –
GCIA
50
Gabelli & Co Investment Advisers
New York
$221K – – –
1
2
3 4

VATE Hedge Fund Activity: Q4 2017 in Review

81 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in INNOVATE Corp (VATE) for Q4 2017, worth a combined $159M — up 19% from $134M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new VATE positions and 6 closed out — a net gain of 7 holders — while 24 added to existing stakes and 22 trimmed.

The largest buyer was Mittleman Investment Management, adding an estimated $4.31M. The largest seller was Nationwide Fund Advisors, exiting entirely with an estimated $1.2M sold.

  • 81 institutional investors held INNOVATE Corp (VATE) as of Q4 2017, up from 74 in Q3 2017.
  • Funds reported $159M of INNOVATE Corp stock for Q4 2017, up 19% quarter-over-quarter.
  • 13 funds opened new INNOVATE Corp positions in Q4 2017 and 6 closed out, a net change of +7 holders.
  • The largest INNOVATE Corp buyer in Q4 2017 was Mittleman Investment Management, an estimated $4.31M added.
  • The largest INNOVATE Corp seller in Q4 2017 was Nationwide Fund Advisors, an estimated $1.2M sold.

Based on aggregated 13F filings for Q4 2017.