Invitation Homes
INVH
510 hedge funds and large institutions have $22B invested in Invitation Homes in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 186 increasing their positions, 201 reducing their positions, and 56 closing their positions.
104% more call options, than puts
Call options by funds: $36.2M | Put options by funds: $17.7M
1% more capital invested
Capital invested by funds: $21.7B → $22B (+$244M)
7% less repeat investments, than reductions
Existing positions increased: 186 | Existing positions reduced: 201
2% less funds holding
Funds holding: 521 → 510 (-11)
3.12% less ownership
Funds ownership: 104.11% → 100.98% (-3.1%)
6% less funds holding in top 10
Funds holding in top 10: 16 → 15 (-1)
14% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 56
Top Buyers
| 1 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$113M |
| 2 |
JP Morgan Chase
New York
|
+$108M |
| 3 |
Millennium Management
New York
|
+$59.3M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$51.2M |
| 5 |
WCP
Waterfront Capital Partners
New York
|
+$51M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$343M |
| 2 |
Cohen & Steers
New York
|
-$266M |
| 3 |
State Street
Boston,
Massachusetts
|
-$92.1M |
| 4 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
-$79.1M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$66.3M |
INVH Hedge Fund Activity: Q1 2024 in Review
510 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invitation Homes (INVH) for Q1 2024, worth a combined $22B — up 1.1% from $21.7B a quarter earlier.
Sellers outnumbered buyers: 56 funds closed out of INVH and 48 opened new positions — a net loss of 8 holders — while 201 trimmed existing stakes and 186 added.
The largest buyer was Canada Pension Plan Investment Board, adding an estimated $113M. The largest seller was Morgan Stanley, cutting an estimated $343M.
- 510 institutional investors held Invitation Homes (INVH) as of Q1 2024, down from 521 in Q4 2023.
- Funds reported $22B of Invitation Homes stock for Q1 2024, up 1.1% quarter-over-quarter.
- 48 funds opened new Invitation Homes positions in Q1 2024 and 56 closed out, a net change of -8 holders.
- The largest Invitation Homes buyer in Q1 2024 was Canada Pension Plan Investment Board, an estimated $113M added.
- The largest Invitation Homes seller in Q1 2024 was Morgan Stanley, an estimated $343M sold.
Based on aggregated 13F filings for Q1 2024.