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INNOVATE Corp
VATE

62 hedge funds and large institutions have $33.7M invested in INNOVATE Corp in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 12

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

0.14% more ownership

Funds ownership: 3.32% → 3.46% (+0.14%)

0% more funds holding

Funds holding: 62 → 62 (0)

21% less capital invested

Capital invested by funds: $42.7M → $33.7M (-$8.94M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
62
Holders Change
–
Holders Change %
0%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
7
Increased
24
Reduced
12
Closed
6
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
-$172K

Top Buyers

Rank Fund Capital Flow
1
SCM
Stonehill Capital Management
New York
+$697K
2
Morgan Stanley
Morgan Stanley
New York
+$282K
3
BlackRock
BlackRock
New York
+$275K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$228K
5
Barclays
Barclays
United Kingdom
+$79.2K

Top Sellers

Rank Fund Capital Flow
1
CIM
Cowen Investment Management
New York
-$203K
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$96.4K
3
AIP
ARS Investment Partners
New York
-$81.9K
4
WA
Wealth Alliance
New York
-$51.8K
5
SOW
State of Wyoming
Wyoming
-$47.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
51
Citigroup
New York
$10.1K +$9.96K +813 +20,325%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$8.47K +$8.18K +668 +3,181%
Legal & General Group
53
Legal & General Group
United Kingdom
$5.39K – – –
AB
54
Amalgamated Bank
New York
$5K -$563 -46 -9%
AIP
55
Ameritas Investment Partners
Nebraska
$4.66K – – –
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$3.08K +$233 +19 +8%
ASN
57
Advisory Services Network
Georgia
$3.08K +$3.06K +250 New
Osaic Holdings
58
Osaic Holdings
Arizona
$1.23K – – –
PP
59
PrairieView Partners
Minnesota
$1K – – –
NC
60
NewSquare Capital
Pennsylvania
$178 – – –
CIM
61
Cowen Investment Management
New York
– -$203K -12,500 Closed
Allspring Global Investments
62
Allspring Global Investments
North Carolina
– -$96.4K -5,948 Closed
WA
63
Wealth Alliance
New York
– -$51.8K -3,200 Closed
SOW
64
State of Wyoming
Wyoming
– -$47.7K -2,947 Closed
GI
65
GAMCO Investors
Connecticut
– -$17.8K -1,100 Closed
NFSG
66
Newbridge Financial Services Group
Florida
– -$8.1K -500 Closed
Simplex Trading
67
Simplex Trading
Illinois
– +$661 +54 New
1 2
3

VATE Hedge Fund Activity: Q4 2023 in Review

62 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in INNOVATE Corp (VATE) for Q4 2023, worth a combined $33.7M — down 21% from $42.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new VATE positions and 6 closed out — a net gain of 1 holder — while 24 added to existing stakes and 12 trimmed.

The largest buyer was Stonehill Capital Management, adding an estimated $697K. The largest seller was Cowen Investment Management, exiting entirely with an estimated $203K sold.

  • 62 institutional investors held INNOVATE Corp (VATE) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $33.7M of INNOVATE Corp stock for Q4 2023, down 21% quarter-over-quarter.
  • 7 funds opened new INNOVATE Corp positions in Q4 2023 and 6 closed out, a net change of +1 holder.
  • The largest INNOVATE Corp buyer in Q4 2023 was Stonehill Capital Management, an estimated $697K added.
  • The largest INNOVATE Corp seller in Q4 2023 was Cowen Investment Management, an estimated $203K sold.

Based on aggregated 13F filings for Q4 2023.