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Invitation Homes
INVH

521 hedge funds and large institutions have $21.7B invested in Invitation Homes in 2023 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 195 increasing their positions, 178 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 40

104% more call options, than puts

Call options by funds: $44.2M | Put options by funds: $21.6M

14% more funds holding in top 10

Funds holding in top 10: 14 → 16 (+2)

8% more capital invested

Capital invested by funds: $20B → $21.7B (+$1.69B)

7% more funds holding

Funds holding: 485 → 521 (+36)

10% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 178

0.71% more ownership

Funds ownership: 103.4% → 104.11% (+0.71%)

Holders
521
Holders Change
+36
Holders Change %
+7.42%
% of All Funds
7.6%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.23%
New
83
Increased
195
Reduced
178
Closed
40
Calls
$44.2M
Puts
$21.6M
Net Calls
+$22.6M
Net Calls Change
+$8.86M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$357M
2
Boston Partners
Boston Partners
Massachusetts
+$100M
3
Goldman Sachs
Goldman Sachs
New York
+$73M
4
Cohen & Steers
Cohen & Steers
New York
+$32.8M
5
State Street
State Street
Massachusetts
+$30.2M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$409M
2
ESCM
Echo Street Capital Management
New York
-$82.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$68.6M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$49.1M
5
DCP
D1 Capital Partners
New York
-$39.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
MGP
226
Metis Global Partners
California
$1.94M +$56.8K +1,745 +3%
Franklin Resources
227
Franklin Resources
California
$1.93M -$201K -6,171 -10%
EMPI
228
Elo Mutual Pension Insurance
Finland
$1.82M +$75.9K +2,333 +5%
Allspring Global Investments
229
Allspring Global Investments
North Carolina
$1.76M -$397K -12,203 -19%
LCM
230
LDR Capital Management
New York
$1.74M +$653K +20,061 +65%
OTPPB
231
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.74M +$1.66M +50,883 New
GIBU
232
Gulf International Bank (UK)
United Kingdom
$1.72M -$156K -4,807 -9%
Mariner
233
Mariner
Kansas
$1.71M -$132K -4,044 -7%
GFS
234
GYL Financial Synergies
Connecticut
$1.68M +$101K +3,096 +7%
PHK
235
Point72 Hong Kong
Hong Kong
$1.66M +$1.58M +48,653 New
EI
236
Ethic Inc
New York
$1.66M -$328K -10,087 -17%
NB
237
Norinchukin Bank
Japan
$1.63M -$98.8K -3,036 -6%
MSRPS
238
Maryland State Retirement & Pension System
Maryland
$1.59M – – –
KRS
239
Kentucky Retirement Systems
Kentucky
$1.57M +$35.3K +1,086 +2%
TRSOTSOK
240
Teachers Retirement System of the State of Kentucky
Kentucky
$1.55M – – –
PFC
241
Phocas Financial Corp
California
$1.54M -$323K -9,916 -18%
OPERF
242
Oregon Public Employees Retirement Fund
Oregon
$1.53M +$15.5K +477 +1%
Pathstone Holdings
243
Pathstone Holdings
New Jersey
$1.49M +$1.41M +43,440 New
RJFSA
244
Raymond James Financial Services Advisors
Florida
$1.48M -$2.84M -87,198 -67%
Osaic Holdings
245
Osaic Holdings
Arizona
$1.47M -$386K -11,867 -22%
VA
246
Vident Advisory
Georgia
$1.46M -$1.3M -40,018 -48%
Nordea Investment Management
247
Nordea Investment Management
Sweden
$1.46M +$48.4K +1,488 +4%
Fifth Third Bancorp
248
Fifth Third Bancorp
Ohio
$1.46M +$49.6K +1,523 +4%
Wellington Management Group
249
Wellington Management Group
Massachusetts
$1.44M +$12.6K +386 +0.9%
FRM
250
Fox Run Management
Connecticut
$1.43M +$1.03M +31,688 +310%
8 9
10
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INVH Hedge Fund Activity: Q4 2023 in Review

521 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invitation Homes (INVH) for Q4 2023, worth a combined $21.7B — up 8.4% from $20B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new INVH positions and 40 closed out — a net gain of 43 holders — while 195 added to existing stakes and 178 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $357M. The largest seller was JP Morgan Chase, cutting an estimated $409M.

  • 521 institutional investors held Invitation Homes (INVH) as of Q4 2023, up from 485 in Q3 2023.
  • Funds reported $21.7B of Invitation Homes stock for Q4 2023, up 8.4% quarter-over-quarter.
  • 83 funds opened new Invitation Homes positions in Q4 2023 and 40 closed out, a net change of +43 holders.
  • The largest Invitation Homes buyer in Q4 2023 was Morgan Stanley, an estimated $357M added.
  • The largest Invitation Homes seller in Q4 2023 was JP Morgan Chase, an estimated $409M sold.

Based on aggregated 13F filings for Q4 2023.