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INNOVATE Corp
VATE

61 hedge funds and large institutions have $20.1M invested in INNOVATE Corp in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 15

0.16% more ownership

Funds ownership: 3.46% → 3.62% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less funds holding

Funds holding: 62 → 61 (-1)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

40% less capital invested

Capital invested by funds: $33.7M → $20.1M (-$13.6M)

Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
22
Reduced
15
Closed
10
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
-$2K

Top Buyers

1
WCM
Whitefort Capital Management
New York
+$794K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$301K
3
Millennium Management
Millennium Management
New York
+$126K
4
CCC
Cable Car Capital
California
+$116K
5
SCM
Stonehill Capital Management
New York
+$113K

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$406K
2
Morgan Stanley
Morgan Stanley
New York
-$190K
3
Invesco
Invesco
Georgia
-$102K
4
Charles Schwab
Charles Schwab
California
-$84.2K
5
Jane Street
Jane Street
New York
-$65.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
1
Jefferies Financial Group
New York
$3.82M – – –
GJL
2
Gendell Jeffrey L
$2.66M – – –
BlackRock
3
BlackRock
New York
$2.5M +$6.71K +761 +0.2%
Goldman Sachs
4
Goldman Sachs
New York
$1.93M +$5.98K +678 +0.2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.92M +$301K +34,166 +14%
WCM
6
Whitefort Capital Management
New York
$1.39M +$794K +90,000 +83%
AIP
7
ARS Investment Partners
New York
$1.31M +$83.2K +9,427 +5%
SCM
8
Stonehill Capital Management
New York
$1.02M +$113K +12,779 +10%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$733K +$13.8K +1,569 +2%
State Street
10
State Street
Massachusetts
$471K – – –
Northern Trust
11
Northern Trust
Illinois
$347K +$73.7K +8,356 +20%
Tudor Investment Corp
12
Tudor Investment Corp
Connecticut
$230K +$64.3K +7,288 +29%
TA
13
Teton Advisors
New York
$207K +$58K +6,573 +29%
GF
14
Gabelli Funds
New York
$168K +$47K +5,330 +29%
SWA
15
Stratos Wealth Advisors
Ohio
$109K – – –
MCA
16
MSH Capital Advisors
Arizona
$104K +$32.2K +3,654 +33%
Millennium Management
17
Millennium Management
New York
$99.8K +$126K +14,245 New
CCC
18
Cable Car Capital
California
$92.3K +$116K +13,177 New
BCM
19
Bridgeway Capital Management
Texas
$88.5K -$58.8K -6,670 -35%
Squarepoint
20
Squarepoint
New York
$86.6K +$54.2K +6,148 +99%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$81.4K -$11.4K -1,290 -10%
Invesco
22
Invesco
Georgia
$74.4K -$102K -11,542 -52%
PI
23
PFG Investments
New York
$63.1K +$79.4K +9,000 New
UBS Group
24
UBS Group
Switzerland
$60.8K +$30.2K +3,423 +65%
JP Morgan Chase
25
JP Morgan Chase
New York
$51.8K +$25.8K +2,927 +66%
1
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VATE Hedge Fund Activity: Q1 2024 in Review

61 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in INNOVATE Corp (VATE) for Q1 2024, worth a combined $20.1M — down 40% from $33.7M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of VATE and 9 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 22 added.

The largest buyer was Whitefort Capital Management, adding an estimated $794K. The largest seller was Bank of Montreal, exiting entirely with an estimated $406K sold.

  • 61 institutional investors held INNOVATE Corp (VATE) as of Q1 2024, down from 62 in Q4 2023.
  • Funds reported $20.1M of INNOVATE Corp stock for Q1 2024, down 40% quarter-over-quarter.
  • 9 funds opened new INNOVATE Corp positions in Q1 2024 and 10 closed out, a net change of -1 holder.
  • The largest INNOVATE Corp buyer in Q1 2024 was Whitefort Capital Management, an estimated $794K added.
  • The largest INNOVATE Corp seller in Q1 2024 was Bank of Montreal, an estimated $406K sold.

Based on aggregated 13F filings for Q1 2024.