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Invitation Homes
INVH

389 hedge funds and large institutions have $17.2B invested in Invitation Homes in 2020 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 158 increasing their positions, 149 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 29

8% more capital invested

Capital invested by funds: $16B → $17.2B (+$1.25B)

3% more funds holding

Funds holding: 378 → 389 (+11)

6% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 149

0.95% more ownership

Funds ownership: 102.23% → 103.18% (+0.95%)

8% less funds holding in top 10

Funds holding in top 10: 24 → 22 (-2)

72% less call options, than puts

Call options by funds: $11.1M | Put options by funds: $39.2M

Holders
389
Holders Change
+11
Holders Change %
+2.91%
% of All Funds
6.88%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.39%
New
44
Increased
158
Reduced
149
Closed
29
Calls
$11.1M
Puts
$39.2M
Net Calls
-$28M
Net Calls Change
-$1.41M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$162M
2
RC
Resolution Capital
Australia
+$79.1M
3
BlackRock
BlackRock
New York
+$66.3M
4
ESCM
Echo Street Capital Management
New York
+$65.6M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
+$44.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$88.9M
2
Deutsche Bank
Deutsche Bank
Germany
-$85.4M
3
PI
PGGM Investments
Netherlands
-$70.4M
4
Boston Partners
Boston Partners
Massachusetts
-$55M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$49.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPWG
351
Sage Private Wealth Group
Illinois
$13K +$12.4K +430 New
ZB
352
Zions Bancorporation
Utah
$12K -$748 -26 -6%
PMFA
353
Plante Moran Financial Advisors
Michigan
$12K +$58 +2 +0.5%
IFAM
354
Institutional & Family Asset Management
Colorado
$11K +$633 +22 +6%
FCH
355
Freestone Capital Holdings
Washington
$10.5K +$10.1K +352 New
PCM
356
Peregrine Capital Management
Minnesota
$10K – – –
BCA
357
Berman Capital Advisors
Georgia
$10K +$58 +2 +0.5%
CCA
358
Childress Capital Advisors
Texas
$10K +$9.59K +333 New
JPLA
359
Joseph P. Lucia & Associates
New York
$8K +$8.06K +280 New
EARNEST Partners
360
EARNEST Partners
Georgia
$7K – – –
GRP
361
Global Retirement Partners
California
$7K – – –
MAM
362
Meeder Asset Management
Ohio
$7K – – –
TPCW
363
TD Private Client Wealth
New York
$6.42K -$4.55K -158 -42%
ED
364
Exane Derivatives
France
$5.82K -$192K -6,661 -97%
PFBT
365
Parkside Financial Bank & Trust
Missouri
$5K – – –
Twin Tree Management
366
Twin Tree Management
Texas
$4K -$1.01M -35,224 -100%
GAM
367
Gemmer Asset Management
California
$4K -$19K -661 -84%
BC
368
Bartlett & Co
Ohio
$4K +$3.83K +133 New
BCWM
369
Bartlett & Co Wealth Management
Ohio
$3.95K +$3.83K +133 New
BFEC
370
Benjamin F. Edwards & Company
Missouri
$3K -$5.82K -202 -66%
LC
371
Lindbrook Capital
California
$3K -$518 -18 -14%
EW
372
Evoke Wealth
California
$3K – – –
ONST
373
Old North State Trust
North Carolina
$3K +$2.71K +94 New
IAIM
374
International Assets Investment Management
Florida
$3K +$2.88K +100 New
CFGS
375
Concourse Financial Group Securities
Alabama
$2K -$3.31K -115 -68%
13 14
15
16 17

INVH Hedge Fund Activity: Q4 2020 in Review

389 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invitation Homes (INVH) for Q4 2020, worth a combined $17.2B — up 7.8% from $16B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new INVH positions and 29 closed out — a net gain of 15 holders — while 158 added to existing stakes and 149 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $162M. The largest seller was Fidelity Investments, cutting an estimated $88.9M.

  • 389 institutional investors held Invitation Homes (INVH) as of Q4 2020, up from 378 in Q3 2020.
  • Funds reported $17.2B of Invitation Homes stock for Q4 2020, up 7.8% quarter-over-quarter.
  • 44 funds opened new Invitation Homes positions in Q4 2020 and 29 closed out, a net change of +15 holders.
  • The largest Invitation Homes buyer in Q4 2020 was Cohen & Steers, an estimated $162M added.
  • The largest Invitation Homes seller in Q4 2020 was Fidelity Investments, an estimated $88.9M sold.

Based on aggregated 13F filings for Q4 2020.