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Invitation Homes

463 hedge funds and large institutions have $19.9B invested in Invitation Homes in 2023 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 166 increasing their positions, 175 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 54

13% more call options, than puts

Call options by funds: $66.7M | Put options by funds: $59.1M

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

7% more capital invested

Capital invested by funds: $18.7B → $19.9B (+$1.24B)

0.05% more ownership

Funds ownership: 104.22%104.27% (+0.05%)

0% more funds holding

Funds holding: 463463 (0)

5% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 175

Holders
463
Holders Change
Holders Change %
0%
% of All Funds
7.38%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.25%
New
63
Increased
166
Reduced
175
Closed
54
Calls
$66.7M
Puts
$59.1M
Net Calls
+$7.59M
Net Calls Change
+$61.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HKIMG
351
Hutchens & Kramer Investment Management Group
Indiana
$214K -$5.36K -171 -2%
OPS
352
Orion Portfolio Solutions
Nebraska
$211K -$282K -8,992 -57%
BCI
353
Brinker Capital Investments
Pennsylvania
$211K +$212K +6,758 New
CCG
354
Cypress Capital Group
Florida
$211K -$14.7K -470 -7%
MCCP
355
Mission Creek Capital Partners
California
$207K -$71.4K -2,280 -26%
O
356
Ossiam
France
$207K -$37.1K -1,184 -15%
FCB
357
First County Bank
Connecticut
$204K +$205K +6,537 New
PAM
358
Panagora Asset Management
Massachusetts
$203K -$16.4K -524 -7%
WA
359
Wealth Alliance
New York
$203K +$203K +6,494 New
PA
360
Parallel Advisors
California
$179K -$16.7K -534 -9%
QCG
361
Quadrant Capital Group
Ohio
$165K -$10.1K -322 -6%
SPIA
362
Steward Partners Investment Advisory
New York
$158K +$71.1K +2,269 +82%
ARMT
363
Amica Retiree Medical Trust
Rhode Island
$156K
AWM
364
Avior Wealth Management
Nebraska
$147K +$147K +4,706 New
M
365
MOTCO
Texas
$146K +$6.61K +211 +5%
Carson Wealth (CWM LLC)
366
Carson Wealth (CWM LLC)
Nebraska
$145K +$22.6K +721 +18%
HFM
367
Harvest Fund Management
China
$144K -$32.8K -1,046 -18%
BCV
368
Banque Cantonale Vaudoise
Switzerland
$141K
S
369
SignatureFD
Georgia
$137K +$38.8K +1,238 +39%
SWM
370
Spire Wealth Management
Virginia
$136K -$12.8K -410 -9%
AWA
371
Artemis Wealth Advisors
New York
$128K -$52.5K -1,675 -29%
First Manhattan
372
First Manhattan
New York
$119K -$115K -3,680 -49%
Parallax Volatility Advisers
373
Parallax Volatility Advisers
California
$119K -$720K -22,970 -86%
Federated Hermes
374
Federated Hermes
Pennsylvania
$110K -$2.13K -68 -2%
ASN
375
Advisory Services Network
Georgia
$95.2K +$5.95K +190 +7%

INVH Hedge Fund Activity: Q1 2023 in Review

463 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invitation Homes (INVH) for Q1 2023, worth a combined $19.9B — up 6.7% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new INVH positions and 54 closed out — a net gain of 9 holders — while 166 added to existing stakes and 175 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $168M. The largest seller was Swedbank, cutting an estimated $74.7M.

  • 463 institutional investors held Invitation Homes (INVH) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $19.9B of Invitation Homes stock for Q1 2023, up 6.7% quarter-over-quarter.
  • 63 funds opened new Invitation Homes positions in Q1 2023 and 54 closed out, a net change of +9 holders.
  • The largest Invitation Homes buyer in Q1 2023 was Cohen & Steers, an estimated $168M added.
  • The largest Invitation Homes seller in Q1 2023 was Swedbank, an estimated $74.7M sold.

Based on aggregated 13F filings for Q1 2023.