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INNOVATE Corp
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Overview Fund Activity

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.

Holders
62
Holders Change
–
Holders Change %
0%
% of All Funds
0.91%
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

1
SCM
1
Stonehill Capital Management
New York
$1.64M
2
Morgan Stanley
2
Morgan Stanley
New York
$325K
3
BlackRock
3
BlackRock
New York
$4.38M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$406K
5
Barclays
5
Barclays
United Kingdom
$92K

Top Sellers

1
CIM
1
Cowen Investment Management
New York
$0
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$0
3
AIP
3
ARS Investment Partners
New York
$2.18M
4
WA
4
Wealth Alliance
New York
$0
5
SOW
5
State of Wyoming
Wyoming
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JFG
1
Jefferies Financial Group
New York
$6.7M 5,450,314 – –
GJL
2
Gendell Jeffrey L
$4.66M 3,789,153 -15,000 -0.4%
BlackRock
3
BlackRock
New York
$4.38M 3,562,216 +224,354 +7%
Goldman Sachs
4
Goldman Sachs
New York
$3.38M 2,751,089 -10,774 -0.4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.95M 2,398,704 +26,087 +1%
AIP
6
ARS Investment Partners
New York
$2.18M 1,773,766 -66,900 -4%
SCM
7
Stonehill Capital Management
New York
$1.64M 1,335,279 +568,882 +74%
WCM
8
Whitefort Capital Management
New York
$1.34M 1,089,118 – –
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.27M 1,030,906 +734 +0.1%
State Street
10
State Street
Massachusetts
$826K 671,849 +4,707 +0.7%
Northern Trust
11
Northern Trust
Illinois
$507K 412,154 -18,165 -4%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$406K 316,878 +186,030 +142%
Morgan Stanley
13
Morgan Stanley
New York
$325K 264,370 +230,166 +673%
Tudor Investment Corp
14
Tudor Investment Corp
Connecticut
$314K 255,000 +10,000 +4%
TA
15
Teton Advisors
New York
$283K 230,000 -30,000 -12%
Invesco
16
Invesco
Georgia
$273K 221,545 +5,222 +2%
BCM
17
Bridgeway Capital Management
Texas
$237K 193,000 -25,000 -11%
GF
18
Gabelli Funds
New York
$229K 186,500 -3,500 -2%
SWA
19
Stratos Wealth Advisors
Ohio
$191K 155,000 – –
Charles Schwab
20
Charles Schwab
California
$183K 149,051 – –
Bank of New York Mellon
21
Bank of New York Mellon
New York
$159K 129,142 – –
MCA
22
MSH Capital Advisors
Arizona
$138K 112,002 – –
Bank of America
23
Bank of America
North Carolina
$115K 93,716 +26,102 +39%
Barclays
24
Barclays
United Kingdom
$92K 74,931 +64,725 +634%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$91.8K 74,601 +14,333 +24%
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