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Invitation Homes

370 hedge funds and large institutions have $16.4B invested in Invitation Homes in 2019 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 185 increasing their positions, 75 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 75

86% more call options, than puts

Call options by funds: $3.21M | Put options by funds: $1.73M

85% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 33

7% more funds holding

Funds holding: 345370 (+25)

2% more capital invested

Capital invested by funds: $16.2B → $16.4B (+$257M)

0.28% more ownership

Funds ownership: 101.59%101.88% (+0.28%)

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

Holders
370
Holders Change
+25
Holders Change %
+7.25%
% of All Funds
7.29%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.3%
New
61
Increased
185
Reduced
75
Closed
33
Calls
$3.21M
Puts
$1.73M
Net Calls
+$1.49M
Net Calls Change
+$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
326
Rockefeller Capital Management
New York
$21K +$90 +3 +0.4%
MAM
327
Meeder Asset Management
Ohio
$21K +$12.7K +423 +149%
GAM
328
Gemmer Asset Management
California
$20K
ClearBridge Investments
329
ClearBridge Investments
New York
$18K
OPS
330
Orion Portfolio Solutions
Nebraska
$17K +$17K +567 New
CI
331
CX Institutional
Indiana
$16K
GWM
332
Geneos Wealth Management
Colorado
$16K
CFGS
333
Concourse Financial Group Securities
Alabama
$16K +$2.43K +81 +18%
CA
334
CXI Advisors
Indiana
$16K +$16.4K +548 New
FHA
335
First Horizon Advisors
Tennessee
$15K
JPLA
336
Joseph P. Lucia & Associates
New York
$14K
RIA
337
Realta Investment Advisors
Delaware
$12K
VFA
338
Valeo Financial Advisors
Indiana
$12K
AIL
339
AGF Investments LLC
Ontario, Canada
$11K +$10.6K +352 New
Northwestern Mutual Wealth Management
340
Northwestern Mutual Wealth Management
Wisconsin
$10K -$1.35K -45 -12%
IFAM
341
Institutional & Family Asset Management
Colorado
$10K
PCM
342
Peregrine Capital Management
Minnesota
$10K
BFEC
343
Benjamin F. Edwards & Company
Missouri
$9K
LWA
344
Lenox Wealth Advisors
New York
$9K +$9.17K +306 New
1W
345
1776 Wealth
Georgia
$9K +$9.8K +327 New
RCM
346
RVB Capital Management
New York
$8.99K +$2.7M +90,000 +43%
EARNEST Partners
347
EARNEST Partners
Georgia
$7K
LC
348
Lindbrook Capital
California
$7K +$4.26K +142 +131%
EWM
349
EPG Wealth Management
Georgia
$7K +$7.13K +238 New
HIM
350
Hillsdale Investment Management
Ontario, Canada
$6K +$6K +200 New

INVH Hedge Fund Activity: Q4 2019 in Review

370 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invitation Homes (INVH) for Q4 2019, worth a combined $16.4B — up 1.6% from $16.2B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new INVH positions and 33 closed out — a net gain of 28 holders — while 185 added to existing stakes and 75 trimmed.

The largest buyer was Vanguard Group, adding an estimated $243M. The largest seller was Blackstone Inc, exiting entirely with an estimated $1.71B sold.

  • 370 institutional investors held Invitation Homes (INVH) as of Q4 2019, up from 345 in Q3 2019.
  • Funds reported $16.4B of Invitation Homes stock for Q4 2019, up 1.6% quarter-over-quarter.
  • 61 funds opened new Invitation Homes positions in Q4 2019 and 33 closed out, a net change of +28 holders.
  • The largest Invitation Homes buyer in Q4 2019 was Vanguard Group, an estimated $243M added.
  • The largest Invitation Homes seller in Q4 2019 was Blackstone Inc, an estimated $1.71B sold.

Based on aggregated 13F filings for Q4 2019.