We are live on ! Find out more
INVH icon

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
MLICM
251
Metropolitan Life Insurance Company (MetLife)
New York
$1.4M -$14.3K -440 -1%
NWM
252
Nicola Wealth Management
British Columbia, Canada
$1.38M -$535K -16,425 -35%
JFG
253
Jefferies Financial Group
New York
$1.37M +$1.31M +40,100 New
MYLI
254
Meiji Yasuda Life Insurance
Japan
$1.36M +$729K +22,400 +127%
DEA
255
DoubleLine ETF Adviser
Florida
$1.35M +$1.29M +39,587 New
VPIM
256
Vanguard Personalized Indexing Management
California
$1.34M +$230K +7,072 +22%
SBIA
257
Sheaff Brock Investment Advisors
Indiana
$1.33M +$1.27M +38,991 New
HIMCH
258
Hartford Investment Management Co (HIMCO)
Connecticut
$1.32M -$13.1K -403 -1%
QCM
259
QRG Capital Management
Illinois
$1.32M +$220K +6,762 +21%
Pacer Advisors
260
Pacer Advisors
Pennsylvania
$1.29M -$539K -16,562 -30%
PS
261
Pensionfund Sabic
Netherlands
$1.28M – – –
NW
262
Naviter Wealth
Arkansas
$1.26M +$182K +5,587 +18%
SAM
263
Securian Asset Management
Minnesota
$1.24M -$160K -4,920 -12%
LCM
264
Landscape Capital Management
New Jersey
$1.24M +$721K +22,154 +157%
LMIM
265
Lockheed Martin Investment Management
Maryland
$1.23M -$329K -10,100 -22%
NERM
266
New England Research & Management
Illinois
$1.23M -$81.4K -2,500 -6%
AP
267
Appleton Partners
Massachusetts
$1.22M +$611K +18,768 +111%
SCM
268
Stevens Capital Management
Pennsylvania
$1.22M +$1.16M +35,634 New
LSERS
269
Louisiana State Employees Retirement System
Louisiana
$1.19M -$26K -800 -2%
HCM
270
Highlander Capital Management
New Jersey
$1.19M -$32.3K -991 -3%
JF
271
Jump Financial
Illinois
$1.18M +$911K +27,987 +431%
AMI
272
Amica Mutual Insurance
Rhode Island
$1.12M -$279K -8,568 -21%
HS
273
HighVista Strategies
Massachusetts
$1.09M +$1.04M +32,000 New
OAM
274
Ostrum Asset Management
France
$1.09M +$4.36K +134 +0.4%
CIC
275
Cornercap Investment Counsel
Georgia
$1.09M -$521 -16 -0.1%
9 10
11
12 13

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.