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INNOVATE Corp

71 hedge funds and large institutions have $78.9M invested in INNOVATE Corp in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

923% more call options, than puts

Call options by funds: $2.35M | Put options by funds: $230K

250% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 8

100% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 8

54% more capital invested

Capital invested by funds: $51.3M → $78.9M (+$27.7M)

39% more funds holding

Funds holding: 5171 (+20)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.13% less ownership

Funds ownership: 3.5%3.37% (-0.13%)

Holders
71
Holders Change
+20
Holders Change %
+39.22%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
16
Reduced
8
Closed
8
Calls
$2.35M
Puts
$230K
Net Calls
+$2.12M
Net Calls Change
+$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Advisers
51
Two Sigma Advisers
New York
$46.5K +$11.5K +395 +34%
XT
52
XTX Topco
Cayman Islands
$45.2K +$44.5K +1,523 New
CCG
53
Cypress Capital Group
Florida
$41.6K
BPA
54
Beacon Pointe Advisors
California
$38K
CSS
55
Cubist Systematic Strategies
Connecticut
$35.2K +$34.6K +1,185 New
ECM
56
ExodusPoint Capital Management
New York
$35K +$34.6K +1,185 New
VWA
57
Visionary Wealth Advisors
Illinois
$34.5K +$33.9K +1,160 New
Wolverine Trading
58
Wolverine Trading
Illinois
$32K -$5.84K -200 -15%
Two Sigma Investments
59
Two Sigma Investments
New York
$31.3K +$30.8K +1,055 New
Point72 Asset Management
60
Point72 Asset Management
Connecticut
$31.2K +$30.6K +1,049 New
PMEF
61
Point72 Middle East FZE
United Arab Emirates
$20.3K +$20K +683 New
UBS Group
62
UBS Group
Switzerland
$19.6K +$4.38K +150 +29%
Citadel Advisors
63
Citadel Advisors
Florida
$18K +$5.93K +203 +50%
NFSG
64
Newbridge Financial Services Group
Florida
$14.8K
Wells Fargo
65
Wells Fargo
California
$9.13K +$8.06K +276 +863%
TC
66
Truvestments Capital
Florida
$5.35K +$5.26K +180 New
Osaic Holdings
67
Osaic Holdings
Arizona
$2.97K
PP
68
PrairieView Partners
Minnesota
$2K
CAL
69
Capital Advisors Ltd
Ohio
$1K
NC
70
NewSquare Capital
Pennsylvania
$431 +$438 +15 New
Fidelity Investments
71
Fidelity Investments
Massachusetts
$297 +$292 +10 New
BL
72
Bleichroeder LP
New York
-$514K -27,480 Closed
WCM
73
Whitefort Capital Management
New York
-$324K -17,351 Closed
CHAM
74
Clear Harbor Asset Management
Connecticut
-$227K -12,163 Closed
CG
75
Colony Group
Massachusetts
-$187K -10,000 Closed

VATE Hedge Fund Activity: Q1 2023 in Review

71 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in INNOVATE Corp (VATE) for Q1 2023, worth a combined $78.9M — up 54% from $51.3M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new VATE positions and 8 closed out — a net gain of 20 holders — while 16 added to existing stakes and 8 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.08M. The largest seller was B. Riley Financial, cutting an estimated $5.05M.

  • 71 institutional investors held INNOVATE Corp (VATE) as of Q1 2023, up from 51 in Q4 2022.
  • Funds reported $78.9M of INNOVATE Corp stock for Q1 2023, up 54% quarter-over-quarter.
  • 28 funds opened new INNOVATE Corp positions in Q1 2023 and 8 closed out, a net change of +20 holders.
  • The largest INNOVATE Corp buyer in Q1 2023 was Susquehanna International Group, an estimated $1.08M added.
  • The largest INNOVATE Corp seller in Q1 2023 was B. Riley Financial, an estimated $5.05M sold.

Based on aggregated 13F filings for Q1 2023.