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Invitation Homes

485 hedge funds and large institutions have $20B invested in Invitation Homes in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 197 increasing their positions, 165 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $39M | Put options by funds: $25.2M

19% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 165

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

0.17% more ownership

Funds ownership: 103.23%103.4% (+0.17%)

3% less funds holding

Funds holding: 499485 (-14)

8% less capital invested

Capital invested by funds: $21.7B → $20B (-$1.66B)

20% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 56

Holders
485
Holders Change
-14
Holders Change %
-2.81%
% of All Funds
7.7%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
45
Increased
197
Reduced
165
Closed
56
Calls
$39M
Puts
$25.2M
Net Calls
+$13.7M
Net Calls Change
-$29.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PFC
226
Phocas Financial Corp
California
$1.74M -$33K -961 -2%
Pacer Advisors
227
Pacer Advisors
Pennsylvania
$1.73M +$393K +11,446 +27%
Bank of Nova Scotia
228
Bank of Nova Scotia
Ontario, Canada
$1.72M +$221K +6,446 +13%
Mariner
229
Mariner
Kansas
$1.71M +$113K +3,277 +6%
SG Americas Securities
230
SG Americas Securities
New York
$1.68M -$4.59M -133,457 -72%
AQR Capital Management
231
AQR Capital Management
Connecticut
$1.67M +$444K +12,936 +33%
Verition Fund Management
232
Verition Fund Management
Connecticut
$1.66M +$1.43M +41,742 +393%
EMPI
233
Elo Mutual Pension Insurance
Finland
$1.62M +$25.5K +743 +1%
NB
234
Norinchukin Bank
Japan
$1.61M -$778K -22,637 -31%
GCP
235
GSA Capital Partners
United Kingdom
$1.61M +$1.74M +50,737 New
EC
236
Elequin Capital
New York
$1.56M +$654K +19,033 +63%
JAM
237
Jupiter Asset Management
United Kingdom
$1.53M +$1.66M +48,190 New
LMIM
238
Lockheed Martin Investment Management
Maryland
$1.51M
Robeco Institutional Asset Management
239
Robeco Institutional Asset Management
Netherlands
$1.5M +$1.62M +47,152 +71,442%
MSRPS
240
Maryland State Retirement & Pension System
Maryland
$1.48M
GFS
241
GYL Financial Synergies
Connecticut
$1.46M +$137 +4 +0%
TRSOTSOK
242
Teachers Retirement System of the State of Kentucky
Kentucky
$1.44M
KRS
243
Kentucky Retirement Systems
Kentucky
$1.42M -$61.9K -1,801 -4%
WAM
244
Wolverine Asset Management
Illinois
$1.41M +$901K +26,229 +144%
OPERF
245
Oregon Public Employees Retirement Fund
Oregon
$1.41M -$27.5K -800 -2%
Wellington Management Group
246
Wellington Management Group
Massachusetts
$1.33M +$671K +19,516 +87%
MLICM
247
Metropolitan Life Insurance Company (MetLife)
New York
$1.31M -$55.9K -1,626 -4%
Nordea Investment Management
248
Nordea Investment Management
Sweden
$1.31M -$58.8K -1,710 -4%
AMI
249
Amica Mutual Insurance
Rhode Island
$1.31M
SAM
250
Securian Asset Management
Minnesota
$1.31M -$209K -6,070 -13%

INVH Hedge Fund Activity: Q3 2023 in Review

485 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invitation Homes (INVH) for Q3 2023, worth a combined $20B — down 7.6% from $21.7B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of INVH and 45 opened new positions — a net loss of 11 holders — while 165 trimmed existing stakes and 197 added.

The largest buyer was D1 Capital Partners, opening a new position worth an estimated $298M. The largest seller was Resolution Capital, cutting an estimated $125M.

  • 485 institutional investors held Invitation Homes (INVH) as of Q3 2023, down from 499 in Q2 2023.
  • Funds reported $20B of Invitation Homes stock for Q3 2023, down 7.6% quarter-over-quarter.
  • 45 funds opened new Invitation Homes positions in Q3 2023 and 56 closed out, a net change of -11 holders.
  • The largest Invitation Homes buyer in Q3 2023 was D1 Capital Partners, an estimated $298M added.
  • The largest Invitation Homes seller in Q3 2023 was Resolution Capital, an estimated $125M sold.

Based on aggregated 13F filings for Q3 2023.