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INNOVATE Corp

34 hedge funds and large institutions have $8.91M invested in INNOVATE Corp in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

15.33% more ownership

Funds ownership: 3.12%18.45% (+15%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

45% less capital invested

Capital invested by funds: $16.1M → $8.91M (-$7.19M)

48% less funds holding

Funds holding: 6534 (-31)

86% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 36

Holders
34
Holders Change
-31
Holders Change %
-47.69%
% of All Funds
0.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
12
Reduced
13
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$5.77K -$1.87K -379 -20%
CFM
27
Catalyst Funds Management
Australia
$5.18K
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$3K -$158 -32 -3%
Morgan Stanley
29
Morgan Stanley
New York
$2.29K -$8.92K -1,806 -75%
JP Morgan Chase
30
JP Morgan Chase
New York
$1.64K -$14.3K -2,890 -87%
BNP Paribas Financial Markets
31
BNP Paribas Financial Markets
France
$403 +$538 +109 New
DWM
32
Darwin Wealth Management
Florida
$7 +$10 +2 New
Barclays
33
Barclays
United Kingdom
$4 -$11.2K -2,261 -100%
Goldman Sachs
34
Goldman Sachs
New York
-$1.75M -289,269 Closed
Citadel Advisors
35
Citadel Advisors
Florida
-$99.7K -16,498 Closed
CC
36
Centiva Capital
New York
-$85.6K -14,150 Closed
Squarepoint
37
Squarepoint
New York
-$84.5K -13,976 Closed
Qube Research & Technologies (QRT)
38
Qube Research & Technologies (QRT)
United Kingdom
-$55.1K -9,109 Closed
Balyasny Asset Management
39
Balyasny Asset Management
Illinois
-$39.3K -6,504 Closed
YIH
40
Y-Intercept (HK)
Hong Kong
-$38.3K -6,341 Closed
PAS
41
Point72 Asia (Singapore)
Singapore
-$35.2K -5,829 Closed
Creative Planning
42
Creative Planning
Kansas
-$33.9K -5,600 Closed
PI
43
PFG Investments
New York
-$22.9K -3,780 Closed
Mirae Asset Global ETFs Holdings
44
Mirae Asset Global ETFs Holdings
Hong Kong
-$21.6K -3,579 Closed
BAM
45
Berkshire Asset Management
Pennsylvania
-$18.7K -3,092 Closed
SDAM
46
Shulman DeMeo Asset Management
New York
-$16.4K -2,712 Closed
EH
47
Equitable Holdings
New York
-$15.9K -2,638 Closed
Charles Schwab
48
Charles Schwab
California
-$14K -2,312 Closed
XT
49
XTX Topco
Cayman Islands
-$11.8K -1,955 Closed
Mariner
50
Mariner
Kansas
-$11.3K -1,863 Closed

VATE Hedge Fund Activity: Q3 2024 in Review

34 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in INNOVATE Corp (VATE) for Q3 2024, worth a combined $8.91M — down 45% from $16.1M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of VATE and 5 opened new positions — a net loss of 31 holders — while 13 trimmed existing stakes and 12 added.

The largest buyer was Whitefort Capital Management, adding an estimated $944K. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.75M sold.

  • 34 institutional investors held INNOVATE Corp (VATE) as of Q3 2024, down from 65 in Q2 2024.
  • Funds reported $8.91M of INNOVATE Corp stock for Q3 2024, down 45% quarter-over-quarter.
  • 5 funds opened new INNOVATE Corp positions in Q3 2024 and 36 closed out, a net change of -31 holders.
  • The largest INNOVATE Corp buyer in Q3 2024 was Whitefort Capital Management, an estimated $944K added.
  • The largest INNOVATE Corp seller in Q3 2024 was Goldman Sachs, an estimated $1.75M sold.

Based on aggregated 13F filings for Q3 2024.