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Invitation Homes

474 hedge funds and large institutions have $27.1B invested in Invitation Homes in 2021 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 186 increasing their positions, 145 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more call options, than puts

Call options by funds: $113M | Put options by funds: $35.7M

68% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 50

28% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 145

21% more capital invested

Capital invested by funds: $22.4B → $27.1B (+$4.69B)

6% more funds holding

Funds holding: 447474 (+27)

2.06% more ownership

Funds ownership: 98.23%100.29% (+2.1%)

9% less funds holding in top 10

Funds holding in top 10: 2220 (-2)

Holders
474
Holders Change
+27
Holders Change %
+6.04%
% of All Funds
7.29%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.31%
New
84
Increased
186
Reduced
145
Closed
50
Calls
$113M
Puts
$35.7M
Net Calls
+$76.9M
Net Calls Change
+$67.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ACP
351
Aveo Capital Partners
Colorado
$366K
Janney Montgomery Scott
352
Janney Montgomery Scott
Pennsylvania
$365K +$95.6K +2,313 +40%
PP
353
Paloma Partners
Connecticut
$364K -$231K -5,601 -41%
CI
354
Cambiar Investors
Colorado
$364K -$66.7K -1,614 -17%
MML Investors Services
355
MML Investors Services
Massachusetts
$364K +$67.5K +1,634 +26%
LWAM
356
Legacy Wealth Asset Management
Minnesota
$359K +$10.2K +248 +3%
EI
357
Ethic Inc
New York
$345K +$75.2K +1,820 +31%
BAM
358
Beaumont Asset Management
Texas
$342K +$826 +20 +0.3%
LCM
359
Leisure Capital Management
California
$339K +$309K +7,480 New
HFM
360
Harvest Fund Management
China
$337K
MCC
361
Money Concepts Capital
Florida
$337K +$307K +7,425 New
MBT
362
Montecito Bank & Trust
California
$337K +$307K +7,429 New
SPIA
363
Steward Partners Investment Advisory
New York
$335K +$187K +4,534 +159%
CCG
364
Cypress Capital Group
Florida
$335K +$306K +7,397 New
Mercer Global Advisors
365
Mercer Global Advisors
Colorado
$332K +$25.6K +620 +9%
GWMIA
366
Global Wealth Management Investment Advisory
Florida
$310K +$48K +1,162 +20%
MC
367
Manteio Capital
New Jersey
$307K +$280K +6,780 New
AIS
368
American Investment Services
Massachusetts
$306K
LS
369
Livforsakringsbolaget Skandia
Sweden
$304K -$236K -5,700 -46%
PAG
370
Private Advisor Group
New Jersey
$302K -$6.78K -164 -2%
CCIA
371
Campbell & Co Investment Adviser
Maryland
$299K -$95K -2,300 -26%
BCM
372
Bluefin Capital Management
New York
$295K +$269K +6,500 New
HKIMG
373
Hutchens & Kramer Investment Management Group
Indiana
$295K +$302K +7,302 New
X
374
Xponance
Pennsylvania
$293K +$10.9K +265 +4%
GAM
375
Gotham Asset Management
New York
$293K +$29.3K +708 +12%

INVH Hedge Fund Activity: Q4 2021 in Review

474 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invitation Homes (INVH) for Q4 2021, worth a combined $27.1B — up 21% from $22.4B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new INVH positions and 50 closed out — a net gain of 34 holders — while 186 added to existing stakes and 145 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $420M. The largest seller was Wells Fargo, cutting an estimated $230M.

  • 474 institutional investors held Invitation Homes (INVH) as of Q4 2021, up from 447 in Q3 2021.
  • Funds reported $27.1B of Invitation Homes stock for Q4 2021, up 21% quarter-over-quarter.
  • 84 funds opened new Invitation Homes positions in Q4 2021 and 50 closed out, a net change of +34 holders.
  • The largest Invitation Homes buyer in Q4 2021 was Cohen & Steers, an estimated $420M added.
  • The largest Invitation Homes seller in Q4 2021 was Wells Fargo, an estimated $230M sold.

Based on aggregated 13F filings for Q4 2021.