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Invitation Homes

417 hedge funds and large institutions have $21.3B invested in Invitation Homes in 2021 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 153 increasing their positions, 151 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 39

26% more call options, than puts

Call options by funds: $11.1M | Put options by funds: $8.74M

15% more capital invested

Capital invested by funds: $18.5B → $21.3B (+$2.79B)

6% more funds holding

Funds holding: 394417 (+23)

1% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 151

1.33% less ownership

Funds ownership: 102.04%100.71% (-1.3%)

5% less funds holding in top 10

Funds holding in top 10: 1918 (-1)

Holders
417
Holders Change
+23
Holders Change %
+5.84%
% of All Funds
7.26%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.31%
New
64
Increased
153
Reduced
151
Closed
39
Calls
$11.1M
Puts
$8.74M
Net Calls
+$2.31M
Net Calls Change
+$2.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
351
Steward Partners Investment Advisory
New York
$124K -$18.8K -533 -14%
SIM
352
Sonora Investment Management
Arizona
$120K
AWA
353
Arkadios Wealth Advisors
Georgia
$110K +$61.2K +1,731 +141%
BDS
354
Banco de Sabadell
Florida
$101K
NFG
355
Next Financial Group
Texas
$91K -$247 -7 -0.3%
CAL
356
Capital Analysts LLC
Pennsylvania
$82K -$2.33K -66 -3%
EI
357
Ellevest Inc
New York
$76K -$495 -14 -0.7%
QCG
358
Quadrant Capital Group
Ohio
$75K -$16K -453 -18%
TPCW
359
TD Private Client Wealth
New York
$60.7K +$35.6K +1,006 +162%
SIC
360
Salem Investment Counselors
North Carolina
$60K
S
361
SignatureFD
Georgia
$60K +$742 +21 +1%
Lazard Asset Management
362
Lazard Asset Management
New York
$54K
Northwestern Mutual Wealth Management
363
Northwestern Mutual Wealth Management
Wisconsin
$53K -$672 -19 -1%
AL
364
ADE LLC
Maryland
$52K
FDCDDQ
365
Federation des caisses Desjardins du Quebec
Quebec, Canada
$51.7K +$49.1K +1,388 New
FHA
366
First Horizon Advisors
Tennessee
$46K -$4.17K -118 -9%
APA
367
American Portfolios Advisors
New York
$44.7K +$35 +1 +0.1%
HNB
368
Huntington National Bank
Ohio
$42K
FWM
369
FFT Wealth Management
Pennsylvania
$41K +$38.9K +1,099 New
CFD
370
Creative Financial Designs
Indiana
$37K +$35.4K +1,000 New
FF
371
FourThought Financial
Florida
$36K
ASN
372
Advisory Services Network
Georgia
$35K +$33.5K +949 New
PCG
373
Private Capital Group
Connecticut
$33K +$283 +8 +0.9%
FQ
374
First Quadrant
California
$31K +$29.7K +840 New
EFSCE
375
Enterprise Financial Services Corp (EFSC)
Missouri
$29K -$3.54K -100 -12%

INVH Hedge Fund Activity: Q2 2021 in Review

417 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invitation Homes (INVH) for Q2 2021, worth a combined $21.3B — up 15% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new INVH positions and 39 closed out — a net gain of 25 holders — while 153 added to existing stakes and 151 trimmed.

The largest buyer was Norges Bank, adding an estimated $309M. The largest seller was Cohen & Steers, cutting an estimated $652M.

  • 417 institutional investors held Invitation Homes (INVH) as of Q2 2021, up from 394 in Q1 2021.
  • Funds reported $21.3B of Invitation Homes stock for Q2 2021, up 15% quarter-over-quarter.
  • 64 funds opened new Invitation Homes positions in Q2 2021 and 39 closed out, a net change of +25 holders.
  • The largest Invitation Homes buyer in Q2 2021 was Norges Bank, an estimated $309M added.
  • The largest Invitation Homes seller in Q2 2021 was Cohen & Steers, an estimated $652M sold.

Based on aggregated 13F filings for Q2 2021.