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INNOVATE Corp

30 hedge funds and large institutions have $11.8M invested in INNOVATE Corp in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more capital invested

Capital invested by funds: $8.91M → $11.8M (+$2.86M)

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

0.49% less ownership

Funds ownership: 18.45%17.96% (-0.49%)

12% less funds holding

Funds holding: 3430 (-4)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
30
Holders Change
-4
Holders Change %
-11.76%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
9
Reduced
7
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JFG
1
Jefferies Financial Group
New York
$3.46M
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.97M +$738K +140,818 +55%
WCM
3
Whitefort Capital Management
New York
$1.58M
GJL
4
Gendell Jeffrey L
$1.55M -$488K -93,100 -23%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$611K +$10.3K +1,962 +2%
AIP
6
ARS Investment Partners
New York
$421K +$123K +23,500 +38%
BlackRock
7
BlackRock
New York
$378K -$7.7K -1,470 -2%
FIA
8
FNY Investment Advisers
New York
$311K +$252K +48,123 +321%
Millennium Management
9
Millennium Management
New York
$303K -$85.8K -16,376 -21%
CF
10
Cantor Fitzgerald
New York
$246K +$258K +49,247 New
BCM
11
Bridgeway Capital Management
Texas
$222K +$128K +24,500 +120%
Tudor Investment Corp
12
Tudor Investment Corp
Connecticut
$162K
State Street
13
State Street
Massachusetts
$100K +$19.4K +3,700 +22%
Northern Trust
14
Northern Trust
Illinois
$96.9K +$44.2K +8,440 +75%
GF
15
Gabelli Funds
New York
$96.3K -$23.6K -4,500 -19%
SWA
16
Stratos Wealth Advisors
Ohio
$76.6K
MCA
17
MSH Capital Advisors
Arizona
$73.4K
AC
18
Aristeia Capital
Connecticut
$67.4K +$71.5K +13,652 New
UBS Group
19
UBS Group
Switzerland
$23.8K +$12.7K +2,434 +102%
Morgan Stanley
20
Morgan Stanley
New York
$6.07K +$3.19K +610 +99%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$5K
Bank of America
22
Bank of America
North Carolina
$2.78K -$5.23K -998 -64%
JP Morgan Chase
23
JP Morgan Chase
New York
$1K -$1.26K -240 -54%
TRCT
24
Tower Research Capital (TRC)
New York
$835 -$30.8K -5,884 -97%
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$538

VATE Hedge Fund Activity: Q4 2024 in Review

30 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in INNOVATE Corp (VATE) for Q4 2024, worth a combined $11.8M — up 32% from $8.91M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of VATE and 4 opened new positions — a net loss of 4 holders — while 7 trimmed existing stakes and 9 added.

The largest buyer was Vanguard Group, adding an estimated $738K. The largest seller was Stonehill Capital Management, exiting entirely with an estimated $541K sold.

  • 30 institutional investors held INNOVATE Corp (VATE) as of Q4 2024, down from 34 in Q3 2024.
  • Funds reported $11.8M of INNOVATE Corp stock for Q4 2024, up 32% quarter-over-quarter.
  • 4 funds opened new INNOVATE Corp positions in Q4 2024 and 8 closed out, a net change of -4 holders.
  • The largest INNOVATE Corp buyer in Q4 2024 was Vanguard Group, an estimated $738K added.
  • The largest INNOVATE Corp seller in Q4 2024 was Stonehill Capital Management, an estimated $541K sold.

Based on aggregated 13F filings for Q4 2024.