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Invitation Homes

417 hedge funds and large institutions have $21.3B invested in Invitation Homes in 2021 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 153 increasing their positions, 151 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 39

26% more call options, than puts

Call options by funds: $11.1M | Put options by funds: $8.74M

15% more capital invested

Capital invested by funds: $18.5B → $21.3B (+$2.79B)

6% more funds holding

Funds holding: 394417 (+23)

1% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 151

1.33% less ownership

Funds ownership: 102.04%100.71% (-1.3%)

5% less funds holding in top 10

Funds holding in top 10: 1918 (-1)

Holders
417
Holders Change
+23
Holders Change %
+5.84%
% of All Funds
7.26%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.31%
New
64
Increased
153
Reduced
151
Closed
39
Calls
$11.1M
Puts
$8.74M
Net Calls
+$2.31M
Net Calls Change
+$2.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
376
Sandy Spring Bank
Maryland
$26K
BMD
377
Better Money Decisions
New Mexico
$24K
WQ
378
Wealth Quarterback
New Jersey
$24K +$22.6K +640 New
PMFA
379
Plante Moran Financial Advisors
Michigan
$21K +$106 +3 +0.5%
CI
380
CX Institutional
Indiana
$20K
BCA
381
Berman Capital Advisors
Georgia
$19K +$4.38K +124 +31%
SPWG
382
Sage Private Wealth Group
Illinois
$16K
ZB
383
Zions Bancorporation
Utah
$14K
IFAM
384
Institutional & Family Asset Management
Colorado
$13K -$1.02K -29 -8%
PCM
385
Peregrine Capital Management
Minnesota
$13K
JPLA
386
Joseph P. Lucia & Associates
New York
$10K
Nisa Investment Advisors
387
Nisa Investment Advisors
Missouri
$9.89K -$500K -14,136 -5%
EARNEST Partners
388
EARNEST Partners
Georgia
$8K
Walleye Capital
389
Walleye Capital
New York
$7.16K +$6.79M +191,958 New
PFBT
390
Parkside Financial Bank & Trust
Missouri
$7K +$318 +9 +5%
HWM
391
HighMark Wealth Management
Minnesota
$7K +$6.19K +175 New
PFGIA
392
Patriot Financial Group Insurance Agency
Massachusetts
$6K -$7.04K -199 -57%
LC
393
Lindbrook Capital
California
$6K
HI
394
Harbour Investments
Wisconsin
$6K +$212 +6 +4%
BFEC
395
Benjamin F. Edwards & Company
Missouri
$4K
ADL
396
Asset Dedication LLC
California
$4K +$3.54K +100 New
Bessemer Group
397
Bessemer Group
New Jersey
$4K +$3.54K +100 New
TWM
398
Tradition Wealth Management
Minnesota
$4K +$3.57K +101 New
BBHC
399
Brown Brothers Harriman & Co
New York
$3.22K
EW
400
Evoke Wealth
California
$3K

INVH Hedge Fund Activity: Q2 2021 in Review

417 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invitation Homes (INVH) for Q2 2021, worth a combined $21.3B — up 15% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new INVH positions and 39 closed out — a net gain of 25 holders — while 153 added to existing stakes and 151 trimmed.

The largest buyer was Norges Bank, adding an estimated $309M. The largest seller was Cohen & Steers, cutting an estimated $652M.

  • 417 institutional investors held Invitation Homes (INVH) as of Q2 2021, up from 394 in Q1 2021.
  • Funds reported $21.3B of Invitation Homes stock for Q2 2021, up 15% quarter-over-quarter.
  • 64 funds opened new Invitation Homes positions in Q2 2021 and 39 closed out, a net change of +25 holders.
  • The largest Invitation Homes buyer in Q2 2021 was Norges Bank, an estimated $309M added.
  • The largest Invitation Homes seller in Q2 2021 was Cohen & Steers, an estimated $652M sold.

Based on aggregated 13F filings for Q2 2021.