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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
PL
276
Perpetual Ltd
Australia
$1.08M -$75.5K -2,320 -7%
OSAM
277
O'Shaughnessy Asset Management
Connecticut
$1.07M +$263K +8,070 +35%
NMERB
278
New Mexico Educational Retirement Board
New Mexico
$1.03M – – –
DILIC
279
Dai-ichi Life Insurance Company
Japan
$1.02M -$1.95M -60,000 -67%
US Bancorp
280
US Bancorp
Minnesota
$918K -$23.7K -728 -3%
Envestnet Portfolio Solutions
281
Envestnet Portfolio Solutions
Illinois
$912K +$52.5K +1,613 +6%
QCM
282
Quantinno Capital Management
New York
$901K +$564K +17,325 +191%
ACM
283
Aljian Capital Management
Nevada
$872K – – –
EC
284
Elequin Capital
New York
$868K -$776K -23,849 -48%
CS
285
Candriam SCA
Luxembourg
$867K -$2.83M -86,909 -77%
GS
286
GTS Securities
New York
$858K +$460K +14,143 +129%
TF
287
Trek Financial
Arizona
$819K – – –
PP
288
Prudential plc
United Kingdom
$809K -$3.68K -113 -0.5%
MML Investors Services
289
MML Investors Services
Massachusetts
$798K +$181K +5,564 +31%
Aviva
290
Aviva
United Kingdom
$792K -$4.36M -133,836 -85%
GA
291
GRS Advisors
Illinois
$780K – – –
Verition Fund Management
292
Verition Fund Management
Connecticut
$721K -$1.02M -31,226 -60%
OIAM
293
OFI Invest Asset Management
France
$721K -$168K -5,166 -18%
O
294
Ossiam
France
$715K +$49.4K +1,519 +8%
PCM
295
Penserra Capital Management
California
$709K -$63.7K -1,957 -9%
APG Asset Management
296
APG Asset Management
Netherlands
$709K +$86.8K +2,666 +13%
PA
297
Paralel Advisors
Colorado
$704K +$671K +20,628 New
KRSITF
298
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$699K +$14K +429 +2%
OIS
299
Okabena Investment Services
Minnesota
$693K +$662K +20,326 New
UCFA
300
United Capital Financial Advisors
Texas
$675K -$81.6K -2,506 -11%
10 11
12
13 14

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.