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Invitation Homes
INVH

521 hedge funds and large institutions have $21.7B invested in Invitation Homes in 2023 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 195 increasing their positions, 178 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 40

104% more call options, than puts

Call options by funds: $44.2M | Put options by funds: $21.6M

14% more funds holding in top 10

Funds holding in top 10: 14 → 16 (+2)

8% more capital invested

Capital invested by funds: $20B → $21.7B (+$1.69B)

7% more funds holding

Funds holding: 485 → 521 (+36)

10% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 178

0.71% more ownership

Funds ownership: 103.4% → 104.11% (+0.71%)

Holders
521
Holders Change
+36
Holders Change %
+7.42%
% of All Funds
7.6%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.23%
New
83
Increased
195
Reduced
178
Closed
40
Calls
$44.2M
Puts
$21.6M
Net Calls
+$22.6M
Net Calls Change
+$8.86M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$357M
2
Boston Partners
Boston Partners
Massachusetts
+$100M
3
Goldman Sachs
Goldman Sachs
New York
+$73M
4
Cohen & Steers
Cohen & Steers
New York
+$32.8M
5
State Street
State Street
Massachusetts
+$30.2M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$409M
2
ESCM
Echo Street Capital Management
New York
-$82.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$68.6M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$49.1M
5
DCP
D1 Capital Partners
New York
-$39.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
351
Cresset Asset Management
Illinois
$357K +$19.5K +598 +6%
EI
352
Ellevest Inc
New York
$354K +$8.07K +248 +2%
PA
353
Profund Advisors
Maryland
$350K +$58.5K +1,796 +21%
UOTTAIMCU
354
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$348K +$332K +10,191 New
IIM
355
INTECH Investment Management
Florida
$346K +$330K +10,152 New
MBT
356
Montecito Bank & Trust
California
$345K -$60.2K -1,850 -15%
CG
357
Caprock Group
Idaho
$343K -$91.2K -2,802 -22%
SRAM
358
Spouting Rock Asset Management
Pennsylvania
$333K – – –
CWM
359
Calamos Wealth Management
Illinois
$331K -$7.81K -240 -2%
SFA
360
Sequoia Financial Advisors
Ohio
$330K +$315K +9,685 New
NPT
361
National Philanthropic Trust
Pennsylvania
$324K +$309K +9,495 New
GFG
362
Greystone Financial Group
Michigan
$322K +$4.26K +131 +1%
HighTower Advisors
363
HighTower Advisors
Illinois
$316K +$303K +9,307 New
CA
364
Commerzbank Aktiengesellschaft
Germany
$311K +$296K +9,110 New
FMLI
365
Fukoku Mutual Life Insurance
Japan
$311K +$31.7K +973 +12%
APWM
366
Argonautica Private Wealth Management
Massachusetts
$310K – – –
OWP
367
Obermeyer Wealth Partners
Colorado
$306K – – –
WC
368
Wexford Capital
Florida
$303K -$747K -22,961 -72%
Janney Montgomery Scott
369
Janney Montgomery Scott
Pennsylvania
$283K -$716 -22 -0.3%
AAIM
370
American Assets Investment Management
California
$279K -$21.1K -648 -7%
HI
371
Horizon Investments
North Carolina
$278K +$1.47K +45 +0.6%
NIM
372
NEOS Investment Management
Connecticut
$277K +$265K +8,130 New
Balyasny Asset Management
373
Balyasny Asset Management
Illinois
$266K +$253K +7,785 New
CCIA
374
Campbell & Co Investment Adviser
Maryland
$265K +$253K +7,781 New
Commonwealth Equity Services
375
Commonwealth Equity Services
Massachusetts
$260K +$248K +7,631 New
13 14
15
16 17

INVH Hedge Fund Activity: Q4 2023 in Review

521 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invitation Homes (INVH) for Q4 2023, worth a combined $21.7B — up 8.4% from $20B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new INVH positions and 40 closed out — a net gain of 43 holders — while 195 added to existing stakes and 178 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $357M. The largest seller was JP Morgan Chase, cutting an estimated $409M.

  • 521 institutional investors held Invitation Homes (INVH) as of Q4 2023, up from 485 in Q3 2023.
  • Funds reported $21.7B of Invitation Homes stock for Q4 2023, up 8.4% quarter-over-quarter.
  • 83 funds opened new Invitation Homes positions in Q4 2023 and 40 closed out, a net change of +43 holders.
  • The largest Invitation Homes buyer in Q4 2023 was Morgan Stanley, an estimated $357M added.
  • The largest Invitation Homes seller in Q4 2023 was JP Morgan Chase, an estimated $409M sold.

Based on aggregated 13F filings for Q4 2023.