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Invitation Homes

485 hedge funds and large institutions have $20B invested in Invitation Homes in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 197 increasing their positions, 165 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $39M | Put options by funds: $25.2M

19% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 165

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

0.17% more ownership

Funds ownership: 103.23%103.4% (+0.17%)

3% less funds holding

Funds holding: 499485 (-14)

8% less capital invested

Capital invested by funds: $21.7B → $20B (-$1.66B)

20% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 56

Holders
485
Holders Change
-14
Holders Change %
-2.81%
% of All Funds
7.7%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
45
Increased
197
Reduced
165
Closed
56
Calls
$39M
Puts
$25.2M
Net Calls
+$13.7M
Net Calls Change
-$29.7M
Name Holding Trade Value Shares
Change
Change in
Stake
OWP
351
Obermeyer Wealth Partners
Colorado
$284K
AAIM
352
American Assets Investment Management
California
$280K
GWMIA
353
Global Wealth Management Investment Advisory
Florida
$276K +$21K +611 +8%
Baird Financial Group
354
Baird Financial Group
Wisconsin
$273K -$221K -6,429 -43%
PA
355
Profund Advisors
Maryland
$268K -$11.4K -332 -4%
Janney Montgomery Scott
356
Janney Montgomery Scott
Pennsylvania
$264K +$29.1K +848 +11%
FMAEN1
357
Fund Management at Engine No 1
California
$261K +$22.8K +665 +9%
FMLI
358
Fukoku Mutual Life Insurance
Japan
$258K
HI
359
Horizon Investments
North Carolina
$255K -$17.8K -519 -6%
GAM
360
Gotham Asset Management
New York
$254K -$292K -8,507 -52%
Cetera Investment Advisers
361
Cetera Investment Advisers
Illinois
$253K +$7.97K +232 +3%
AWA
362
Aaron Wealth Advisors
Illinois
$252K +$4.43K +129 +2%
MCM
363
Morton Capital Management
California
$239K
HCA
364
Harbour Capital Advisors
Virginia
$230K +$249K +7,250 New
Los Angeles Capital Management
365
Los Angeles Capital Management
California
$227K +$246K +7,151 New
IC
366
IEQ Capital
California
$224K +$242K +7,055 New
Wealth Enhancement Advisory Services
367
Wealth Enhancement Advisory Services
Minnesota
$223K +$242K +7,037 New
Assenagon Asset Management
368
Assenagon Asset Management
Luxembourg
$222K
DC
369
Diametric Capital
Massachusetts
$219K +$237K +6,908 New
WA
370
Wealth Alliance
New York
$215K -$7.83K -228 -3%
CCG
371
Cypress Capital Group
Florida
$215K -$928 -27 -0.4%
AIP
372
Ameritas Investment Partners
Nebraska
$210K -$17.1K -497 -7%
Carson Wealth (CWM LLC)
373
Carson Wealth (CWM LLC)
Nebraska
$209K +$20.9K +608 +10%
CI
374
Cigna Investments
Connecticut
$207K -$26.8K -780 -11%
PAM
375
Panagora Asset Management
Massachusetts
$206K +$240 +7 +0.1%

INVH Hedge Fund Activity: Q3 2023 in Review

485 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invitation Homes (INVH) for Q3 2023, worth a combined $20B — down 7.6% from $21.7B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of INVH and 45 opened new positions — a net loss of 11 holders — while 165 trimmed existing stakes and 197 added.

The largest buyer was D1 Capital Partners, opening a new position worth an estimated $298M. The largest seller was Resolution Capital, cutting an estimated $125M.

  • 485 institutional investors held Invitation Homes (INVH) as of Q3 2023, down from 499 in Q2 2023.
  • Funds reported $20B of Invitation Homes stock for Q3 2023, down 7.6% quarter-over-quarter.
  • 45 funds opened new Invitation Homes positions in Q3 2023 and 56 closed out, a net change of -11 holders.
  • The largest Invitation Homes buyer in Q3 2023 was D1 Capital Partners, an estimated $298M added.
  • The largest Invitation Homes seller in Q3 2023 was Resolution Capital, an estimated $125M sold.

Based on aggregated 13F filings for Q3 2023.