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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
AWM
326
AE Wealth Management
Kansas
$521K +$156K +4,797 +44%
CS
327
Capital Square
Tennessee
$494K +$472K +14,492 New
IMCOOI
328
Investment Management Corp of Ontario (IMCO)
Canada
$487K +$464K +14,270 New
HCA
329
Harbour Capital Advisors
Virginia
$474K +$217K +6,675 +92%
BAM
330
Beaumont Asset Management
Texas
$474K +$3.03K +93 +0.7%
BCI
331
Brinker Capital Investments
Pennsylvania
$466K +$231K +7,106 +109%
OPS
332
Orion Portfolio Solutions
Nebraska
$466K +$231K +7,106 +109%
QI
333
Qtron Investments
Massachusetts
$465K +$444K +13,646 New
GWMIA
334
Global Wealth Management Investment Advisory
Florida
$456K +$151K +4,635 +53%
BIA
335
Beacon Investment Advisors
Maryland
$449K +$911 +28 +0.2%
FA
336
Fiducient Advisors
Illinois
$442K – – –
CAPTRUST Financial Advisors
337
CAPTRUST Financial Advisors
North Carolina
$435K -$9.11K -280 -2%
KI
338
Kapitalo Investimentos
Brazil
$432K +$412K +12,673 New
WAM
339
Wolverine Asset Management
Illinois
$429K -$1.04M -31,901 -72%
FI
340
FJ Investments
Utah
$402K +$383K +11,783 New
CGH
341
Crossmark Global Holdings
Texas
$401K +$1.3K +40 +0.3%
DIA
342
Dana Investment Advisors
Wisconsin
$396K +$8.62K +265 +2%
HPG
343
Harvest Portfolios Group
Ontario, Canada
$395K +$11.5K +354 +3%
IUHSA
344
Itau Unibanco Holding S.A.
Brazil
$394K +$369K +11,350 New
CB
345
Commerce Bank
Missouri
$392K +$2.8K +86 +0.8%
PMEF
346
Point72 Middle East FZE
United Arab Emirates
$391K -$1.61M -49,355 -81%
AIMCA
347
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$385K – – –
CCA
348
Checchi Capital Advisers
California
$375K +$13.6K +417 +4%
Bank Julius Baer & Co
349
Bank Julius Baer & Co
Switzerland
$369K +$273K +8,379 +343%
William Blair & Company
350
William Blair & Company
Illinois
$366K +$391 +12 +0.1%
12 13
14
15 16

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.