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INNOVATE Corp

58 hedge funds and large institutions have $45.2M invested in INNOVATE Corp in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,896% more call options, than puts

Call options by funds: $459K | Put options by funds: $23K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

50% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 12

0.1% less ownership

Funds ownership: 3.37%3.27% (-0.1%)

18% less funds holding

Funds holding: 7158 (-13)

43% less capital invested

Capital invested by funds: $78.9M → $45.2M (-$33.7M)

46% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 26

Holders
58
Holders Change
-13
Holders Change %
-18.31%
% of All Funds
0.91%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
18
Reduced
12
Closed
26
Calls
$459K
Puts
$23K
Net Calls
+$436K
Net Calls Change
-$1.69M
Name Holding Trade Value Shares
Change
Change in
Stake
JFG
1
Jefferies Financial Group
New York
$9.54M
GJL
2
Gendell Jeffrey L
$6.66M -$21.5K -1,000 -0.3%
BlackRock
3
BlackRock
New York
$5.24M +$4.54M +211,614 +241%
Goldman Sachs
4
Goldman Sachs
New York
$4.85M -$562K -26,210 -9%
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.99M +$427K +19,924 +10%
AIP
6
ARS Investment Partners
New York
$3.29M +$170K +7,926 +4%
WCM
7
Whitefort Capital Management
New York
$2.64M +$3.24M +150,945 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.58M +$951K +44,328 +96%
State Street
9
State Street
Massachusetts
$1.13M +$993K +46,294 +257%
SCM
10
Stonehill Capital Management
New York
$873K +$488K +22,738 +84%
Northern Trust
11
Northern Trust
Illinois
$688K +$647K +30,153 +329%
BCM
12
Bridgeway Capital Management
Texas
$580K +$268K +12,500 +61%
TA
13
Teton Advisors
New York
$473K
Tudor Investment Corp
14
Tudor Investment Corp
Connecticut
$429K +$429K +20,000 +444%
Invesco
15
Invesco
Georgia
$376K +$38.1K +1,775 +9%
GF
16
Gabelli Funds
New York
$333K
Bank of New York Mellon
17
Bank of New York Mellon
New York
$274K +$216K +10,076 +181%
Charles Schwab
18
Charles Schwab
California
$224K +$225K +10,497 +454%
CIM
19
Cowen Investment Management
New York
$219K +$129K +6,000 +92%
MCA
20
MSH Capital Advisors
Arizona
$196K
TAM
21
Terrapin Asset Management
Florida
$145K -$27.9K -1,300 -14%
Morgan Stanley
22
Morgan Stanley
New York
$116K -$122K -5,665 -46%
N
23
Nuveen
North Carolina
$105K +$129K +6,027 New
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$104K +$127K +5,920 New
CCM
25
Corsair Capital Management
New York
$87.5K +$107K +5,000 New

VATE Hedge Fund Activity: Q2 2023 in Review

58 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in INNOVATE Corp (VATE) for Q2 2023, worth a combined $45.2M — down 43% from $78.9M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of VATE and 14 opened new positions — a net loss of 12 holders — while 12 trimmed existing stakes and 18 added.

The largest buyer was BlackRock, adding an estimated $4.54M. The largest seller was Bank of America, cutting an estimated $7.53M.

  • 58 institutional investors held INNOVATE Corp (VATE) as of Q2 2023, down from 71 in Q1 2023.
  • Funds reported $45.2M of INNOVATE Corp stock for Q2 2023, down 43% quarter-over-quarter.
  • 14 funds opened new INNOVATE Corp positions in Q2 2023 and 26 closed out, a net change of -12 holders.
  • The largest INNOVATE Corp buyer in Q2 2023 was BlackRock, an estimated $4.54M added.
  • The largest INNOVATE Corp seller in Q2 2023 was Bank of America, an estimated $7.53M sold.

Based on aggregated 13F filings for Q2 2023.