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Invitation Homes

499 hedge funds and large institutions have $21.7B invested in Invitation Homes in 2023 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 172 increasing their positions, 188 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more call options, than puts

Call options by funds: $60.4M | Put options by funds: $17M

136% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 28

9% more capital invested

Capital invested by funds: $19.9B → $21.7B (+$1.8B)

8% more funds holding

Funds holding: 463499 (+36)

9% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 188

1.05% less ownership

Funds ownership: 104.27%103.23% (-1%)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
499
Holders Change
+36
Holders Change %
+7.78%
% of All Funds
7.83%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.2%
New
66
Increased
172
Reduced
188
Closed
28
Calls
$60.4M
Puts
$17M
Net Calls
+$43.4M
Net Calls Change
+$35.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
351
CAPTRUST Financial Advisors
North Carolina
$322K -$3.58K -107 -1%
APWM
352
Argonautica Private Wealth Management
Massachusetts
$312K -$6.32K -189 -2%
OWP
353
Obermeyer Wealth Partners
Colorado
$308K
AAIM
354
American Assets Investment Management
California
$304K
PA
355
Profund Advisors
Maryland
$302K -$5.45K -163 -2%
HI
356
Horizon Investments
North Carolina
$294K +$43.6K +1,305 +18%
TNA
357
True North Advisors
Texas
$287K +$278K +8,330 New
FMLI
358
Fukoku Mutual Life Insurance
Japan
$280K +$272K +8,138 New
TSS
359
Two Sigma Securities
New York
$280K -$50.4K -1,509 -16%
GWMIA
360
Global Wealth Management Investment Advisory
Florida
$279K +$12.7K +381 +5%
V
361
Veritable
Delaware
$276K -$501 -15 -0.2%
JWCA
362
J.W. Cole Advisors
Florida
$271K -$76.9K -2,300 -23%
WAM
363
Weiss Asset Management
Massachusetts
$271K +$263K +7,870 New
AWA
364
Aaron Wealth Advisors
Illinois
$269K +$261K +7,820 New
Cetera Investment Advisers
365
Cetera Investment Advisers
Illinois
$267K -$18.5K -555 -7%
IAA
366
Independent Advisor Alliance
North Carolina
$265K -$24.2K -725 -9%
FMAEN1
367
Fund Management at Engine No 1
California
$260K +$17.6K +526 +7%
VEA
368
Virtus ETF Advisers
New York
$260K -$77.3K -2,312 -23%
MCM
369
Morton Capital Management
California
$260K
BJL
370
Brighton Jones LLC
Washington
$259K +$2.61K +78 +1%
Janney Montgomery Scott
371
Janney Montgomery Scott
Pennsylvania
$257K -$5.21K -156 -2%
D.E. Shaw & Co
372
D.E. Shaw & Co
New York
$255K +$247K +7,403 New
CI
373
Cigna Investments
Connecticut
$252K
AIP
374
Ameritas Investment Partners
Nebraska
$245K
WA
375
Wealth Alliance
New York
$241K +$17.3K +518 +8%

INVH Hedge Fund Activity: Q2 2023 in Review

499 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invitation Homes (INVH) for Q2 2023, worth a combined $21.7B — up 9.1% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new INVH positions and 28 closed out — a net gain of 38 holders — while 172 added to existing stakes and 188 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $243M. The largest seller was Resolution Capital, cutting an estimated $151M.

  • 499 institutional investors held Invitation Homes (INVH) as of Q2 2023, up from 463 in Q1 2023.
  • Funds reported $21.7B of Invitation Homes stock for Q2 2023, up 9.1% quarter-over-quarter.
  • 66 funds opened new Invitation Homes positions in Q2 2023 and 28 closed out, a net change of +38 holders.
  • The largest Invitation Homes buyer in Q2 2023 was JP Morgan Chase, an estimated $243M added.
  • The largest Invitation Homes seller in Q2 2023 was Resolution Capital, an estimated $151M sold.

Based on aggregated 13F filings for Q2 2023.