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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
VU
301
Vanderbilt University
Tennessee
$662K -$41.7K -1,281 -6%
TSS
302
Two Sigma Securities
New York
$655K +$625K +19,195 New
USAA
303
United Services Automobile Association
Texas
$652K +$83.3K +2,561 +15%
SCA
304
Snowden Capital Advisors
New York
$649K -$60.7K -1,866 -9%
TMAM
305
Tokio Marine Asset Management
Japan
$630K +$57.5K +1,767 +11%
CAN
306
Cetera Advisor Networks
California
$630K +$21.1K +649 +4%
Wealthfront Advisers
307
Wealthfront Advisers
California
$630K +$91.5K +2,811 +18%
NMIMC
308
Northwestern Mutual Investment Management Company
Wisconsin
$621K +$1.63K +50 +0.3%
FFA
309
Farther Finance Advisors
California
$613K +$37.5K +1,152 +7%
1IA
310
1620 Investment Advisors
Massachusetts
$602K +$45.5K +1,399 +9%
PAS
311
Park Avenue Securities
New York
$601K -$4.91K -151 -0.8%
TI
312
Tidal Investments
Wisconsin
$592K -$118K -3,613 -17%
BBVA
313
Banco Bilbao Vizcaya Argentaria
Spain
$591K +$15.5K +475 +3%
Mercer Global Advisors
314
Mercer Global Advisors
Colorado
$582K -$1.73K -53 -0.3%
CC
315
Cipher Capital
New York
$581K +$554K +17,027 New
Corient Private Wealth
316
Corient Private Wealth
Florida
$576K -$9.41K -289 -2%
VIM
317
Vinva Investment Management
Australia
$563K -$484K -14,867 -48%
AA
318
ALPS Advisors
Colorado
$562K -$34.1K -1,047 -6%
IGAM
319
iA Global Asset Management
Quebec, Canada
$561K -$187K -5,761 -26%
PI
320
PEAK6 Investments
Illinois
$560K +$535K +16,430 New
Credit Agricole
321
Credit Agricole
France
$555K +$354K +10,863 +201%
GAM
322
Gotham Asset Management
New York
$544K +$258K +7,938 +99%
EP
323
Edgestream Partners
New Jersey
$539K +$514K +15,799 New
Squarepoint
324
Squarepoint
New York
$532K -$4.62M -141,807 -90%
Creative Planning
325
Creative Planning
Kansas
$525K +$12K +368 +2%
11 12
13
14 15

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.