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INNOVATE Corp

65 hedge funds and large institutions have $102M invested in INNOVATE Corp in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 13

0.51% more ownership

Funds ownership: 5.97%6.47% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

6% less funds holding

Funds holding: 6965 (-4)

15% less capital invested

Capital invested by funds: $120M → $102M (-$18.4M)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
65
Holders Change
-4
Holders Change %
-5.8%
% of All Funds
1.73%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
7
Increased
26
Reduced
13
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Hudson Bay Capital Management
1
Hudson Bay Capital Management
Connecticut
$15.6M
JG
2
Jefferies Group
New York
$13.5M +$7.14M +185,989 +112%
PI
3
Putnam Investments
Massachusetts
$9.12M -$2.35M -61,324 -20%
RCM
4
Raging Capital Management
New Jersey
$8.88M +$7.04M +183,354 +373%
MIM
5
Mittleman Investment Management
New York
$5.76M -$95.6K -2,490 -2%
WPP
6
Whalerock Point Partners
Rhode Island
$4.25M -$616K -16,047 -13%
AFG
7
American Financial Group
Ohio
$3.85M
SPH
8
Steel Partners Holdings
New York
$3.82M +$3.84M +100,000 New
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.76M +$8.25K +215 +0.2%
BRF
10
B. Riley Financial
California
$3.06M +$1.23M +32,139 +67%
Vanguard Group
11
Vanguard Group
Pennsylvania
$2.94M +$381K +9,936 +15%
TA
12
Teton Advisors
New York
$2.73M
Deutsche Bank
13
Deutsche Bank
Germany
$2.62M +$383K +9,978 +17%
BFA
14
BlackRock Fund Advisors
California
$2.58M -$34.1K -889 -1%
WIC
15
Water Island Capital
New York
$2.08M -$518K -13,489 -20%
DCM
16
DG Capital Management
New York
$1.8M
DCM
17
Dialectic Capital Management
Connecticut
$1.53M -$41.6K -1,085 -3%
BCM
18
Bridgeway Capital Management
Texas
$1.16M +$476K +12,390 +69%
GF
19
Gabelli Funds
New York
$1.08M
BIT
20
BlackRock Institutional Trust
California
$1.01M -$2.76K -72 -0.3%
Morgan Stanley
21
Morgan Stanley
New York
$995K -$16.1K -420 -2%
Northern Trust
22
Northern Trust
Illinois
$948K +$41.6K +1,085 +5%
State Street
23
State Street
Massachusetts
$924K +$135K +3,510 +17%
MP
24
MSD Partners
New York
$860K
Ameriprise
25
Ameriprise
Minnesota
$809K -$24.4K -636 -3%

VATE Hedge Fund Activity: Q1 2016 in Review

65 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in INNOVATE Corp (VATE) for Q1 2016, worth a combined $102M — down 15% from $120M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of VATE and 7 opened new positions — a net loss of 4 holders — while 13 trimmed existing stakes and 26 added.

The largest buyer was Jefferies Group, adding an estimated $7.14M. The largest seller was Caspian Capital, exiting entirely with an estimated $5.28M sold.

  • 65 institutional investors held INNOVATE Corp (VATE) as of Q1 2016, down from 69 in Q4 2015.
  • Funds reported $102M of INNOVATE Corp stock for Q1 2016, down 15% quarter-over-quarter.
  • 7 funds opened new INNOVATE Corp positions in Q1 2016 and 11 closed out, a net change of -4 holders.
  • The largest INNOVATE Corp buyer in Q1 2016 was Jefferies Group, an estimated $7.14M added.
  • The largest INNOVATE Corp seller in Q1 2016 was Caspian Capital, an estimated $5.28M sold.

Based on aggregated 13F filings for Q1 2016.