Invitation Homes
INVH
394 hedge funds and large institutions have $18.5B invested in Invitation Homes in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 148 increasing their positions, 149 reducing their positions, and 41 closing their positions.
15% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 41
7% more capital invested
Capital invested by funds: $17.2B → $18.5B (+$1.27B)
1% more funds holding
Funds holding: 389 → 394 (+5)
1% less repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 149
1% less call options, than puts
Call options by funds: $37.1M | Put options by funds: $37.4M
1.14% less ownership
Funds ownership: 103.18% → 102.04% (-1.1%)
14% less funds holding in top 10
Funds holding in top 10: 22 → 19 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$219M |
| 2 |
LPC
Long Pond Capital
New York
|
+$128M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$123M |
| 4 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
+$95.7M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$44.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$230M |
| 2 |
JP Morgan Chase
New York
|
-$149M |
| 3 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$70.4M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$65.3M |
| 5 |
RGREA
Ranger Global Real Estate Advisors
Denver,
Colorado
|
-$52.5M |
INVH Hedge Fund Activity: Q1 2021 in Review
394 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invitation Homes (INVH) for Q1 2021, worth a combined $18.5B — up 7.4% from $17.2B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new INVH positions and 41 closed out — a net gain of 6 holders — while 148 added to existing stakes and 149 trimmed.
The largest buyer was Norges Bank, adding an estimated $219M. The largest seller was Cohen & Steers, cutting an estimated $230M.
- 394 institutional investors held Invitation Homes (INVH) as of Q1 2021, up from 389 in Q4 2020.
- Funds reported $18.5B of Invitation Homes stock for Q1 2021, up 7.4% quarter-over-quarter.
- 47 funds opened new Invitation Homes positions in Q1 2021 and 41 closed out, a net change of +6 holders.
- The largest Invitation Homes buyer in Q1 2021 was Norges Bank, an estimated $219M added.
- The largest Invitation Homes seller in Q1 2021 was Cohen & Steers, an estimated $230M sold.
Based on aggregated 13F filings for Q1 2021.