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INNOVATE Corp

62 hedge funds and large institutions have $77.9M invested in INNOVATE Corp in 2015 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

525% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 4

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

48% more funds holding

Funds holding: 4262 (+20)

1% more capital invested

Capital invested by funds: $77.4M → $77.9M (+$530K)

0.45% more ownership

Funds ownership: 2.98%3.43% (+0.45%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
62
Holders Change
+20
Holders Change %
+47.62%
% of All Funds
1.67%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
25
Increased
16
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WPP
1
Whalerock Point Partners
Rhode Island
$9.44M +$164K +1,516 +1%
Hudson Bay Capital Management
2
Hudson Bay Capital Management
Connecticut
$7.65M
DCM
3
DG Capital Management
New York
$7.26M -$2.95M -27,345 -25%
CC
4
Caspian Capital
New York
$6.92M
WIC
5
Water Island Capital
New York
$6.46M +$2.2M +20,431 +40%
TA
6
Teton Advisors
New York
$6.39M -$11.4K -106 -0.1%
BFA
7
BlackRock Fund Advisors
California
$4.61M +$5.55M +51,476 New
Vanguard Group
8
Vanguard Group
Pennsylvania
$4.21M +$2.01M +18,678 +66%
GF
9
Gabelli Funds
New York
$2.54M
Morgan Stanley
10
Morgan Stanley
New York
$2.44M +$197K +1,828 +7%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$1.86M -$20.3K -188 -0.9%
Ameriprise
12
Ameriprise
Minnesota
$1.6M +$666K +6,173 +53%
State Street
13
State Street
Massachusetts
$1.43M +$1.59M +14,726 +1,207%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$1.34M +$154K +1,432 +11%
CC
15
Cannell Capital
Wyoming
$1.1M -$165K -1,531 -11%
Nomura Holdings
16
Nomura Holdings
Japan
$1.07M
BIT
17
BlackRock Institutional Trust
California
$1.07M +$1.29M +11,922 New
Millennium Management
18
Millennium Management
New York
$998K +$1.07M +9,883 +778%
DCM
19
Dialectic Capital Management
Connecticut
$815K +$982K +9,109 New
Stifel Financial
20
Stifel Financial
Missouri
$695K -$15.1K -140 -2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$639K +$658K +6,101 +588%
BIM
22
BlackRock Investment Management
Delaware
$634K +$764K +7,088 New
Goldman Sachs
23
Goldman Sachs
New York
$631K +$506K +4,696 +199%
Tudor Investment Corp
24
Tudor Investment Corp
Connecticut
$563K +$679K +6,291 New
GCIA
25
Gabelli & Co Investment Advisers
New York
$512K

VATE Hedge Fund Activity: Q2 2015 in Review

62 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in INNOVATE Corp (VATE) for Q2 2015, worth a combined $77.9M — up 0.69% from $77.4M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new VATE positions and 4 closed out — a net gain of 21 holders — while 16 added to existing stakes and 10 trimmed.

The largest buyer was BlackRock Fund Advisors, opening a new position worth an estimated $5.55M. The largest seller was DG Capital Management, cutting an estimated $2.95M.

  • 62 institutional investors held INNOVATE Corp (VATE) as of Q2 2015, up from 42 in Q1 2015.
  • Funds reported $77.9M of INNOVATE Corp stock for Q2 2015, up 0.69% quarter-over-quarter.
  • 25 funds opened new INNOVATE Corp positions in Q2 2015 and 4 closed out, a net change of +21 holders.
  • The largest INNOVATE Corp buyer in Q2 2015 was BlackRock Fund Advisors, an estimated $5.55M added.
  • The largest INNOVATE Corp seller in Q2 2015 was DG Capital Management, an estimated $2.95M sold.

Based on aggregated 13F filings for Q2 2015.