We are live on ! Find out more
INVH icon

Invitation Homes

463 hedge funds and large institutions have $19.9B invested in Invitation Homes in 2023 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 166 increasing their positions, 175 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 54

13% more call options, than puts

Call options by funds: $66.7M | Put options by funds: $59.1M

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

7% more capital invested

Capital invested by funds: $18.7B → $19.9B (+$1.24B)

0.05% more ownership

Funds ownership: 104.22%104.27% (+0.05%)

0% more funds holding

Funds holding: 463463 (0)

5% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 175

Holders
463
Holders Change
Holders Change %
0%
% of All Funds
7.38%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.25%
New
63
Increased
166
Reduced
175
Closed
54
Calls
$66.7M
Puts
$59.1M
Net Calls
+$7.59M
Net Calls Change
+$61.8M
Name Holding Trade Value Shares
Change
Change in
Stake
DGAM
276
Desjardins Global Asset Management
Quebec, Canada
$582K +$4.7K +150 +0.8%
MGP
277
Metis Global Partners
California
$578K +$197K +6,275 +51%
AP
278
Appleton Partners
Massachusetts
$577K +$10K +320 +2%
NMIMC
279
Northwestern Mutual Investment Management Company
Wisconsin
$570K +$1.66K +53 +0.3%
OSAM
280
O'Shaughnessy Asset Management
Connecticut
$540K +$57.5K +1,834 +12%
Verition Fund Management
281
Verition Fund Management
Connecticut
$539K -$948K -30,250 -64%
GAM
282
Gotham Asset Management
New York
$532K +$534K +17,048 New
FFA
283
Farther Finance Advisors
California
$500K -$5.17K -165 -1%
USAA
284
United Services Automobile Association
Texas
$499K -$320K -10,206 -39%
BBVA
285
Banco Bilbao Vizcaya Argentaria
Spain
$498K +$101K +3,218 +25%
PAS
286
Park Avenue Securities
New York
$489K +$47.7K +1,523 +11%
1IA
287
1620 Investment Advisors
Massachusetts
$484K +$20.5K +655 +4%
SCA
288
Snowden Capital Advisors
New York
$478K +$149K +4,752 +45%
NSIM
289
North Star Investment Management
Illinois
$474K
Mercer Global Advisors
290
Mercer Global Advisors
Colorado
$474K +$83.9K +2,679 +21%
TMAM
291
Tokio Marine Asset Management
Japan
$470K +$48.1K +1,536 +11%
Baird Financial Group
292
Baird Financial Group
Wisconsin
$447K +$6.96K +222 +2%
TI
293
Tidal Investments
Wisconsin
$446K +$46.4K +1,481 +12%
BMSSC
294
B. Metzler seel. Sohn & Co
Germany
$432K
BIA
295
Beacon Investment Advisors
Maryland
$398K +$2.07K +66 +0.5%
FM
296
Foster & Motley
Ohio
$389K -$41.7K -1,331 -10%
BAM
297
Beaumont Asset Management
Texas
$386K -$14.9K -477 -4%
HPG
298
Harvest Portfolios Group
Ontario, Canada
$384K +$10.5K +334 +3%
MBT
299
Montecito Bank & Trust
California
$373K -$31.3K -1,000 -8%
Corient Private Wealth
300
Corient Private Wealth
Florida
$369K +$370K +11,822 New

INVH Hedge Fund Activity: Q1 2023 in Review

463 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invitation Homes (INVH) for Q1 2023, worth a combined $19.9B — up 6.7% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new INVH positions and 54 closed out — a net gain of 9 holders — while 166 added to existing stakes and 175 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $168M. The largest seller was Swedbank, cutting an estimated $74.7M.

  • 463 institutional investors held Invitation Homes (INVH) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $19.9B of Invitation Homes stock for Q1 2023, up 6.7% quarter-over-quarter.
  • 63 funds opened new Invitation Homes positions in Q1 2023 and 54 closed out, a net change of +9 holders.
  • The largest Invitation Homes buyer in Q1 2023 was Cohen & Steers, an estimated $168M added.
  • The largest Invitation Homes seller in Q1 2023 was Swedbank, an estimated $74.7M sold.

Based on aggregated 13F filings for Q1 2023.