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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
BTI
376
Blue Trust Inc
Georgia
$86K +$74.7K +2,383 +471%
TPCW
377
TD Private Client Wealth
New York
$75.7K +$2.07K +66 +3%
Bank Julius Baer & Co
378
Bank Julius Baer & Co
Switzerland
$75K
AA
379
Alta Advisers
United Kingdom
$68.7K
NA
380
NewEdge Advisors
Louisiana
$66.7K -$40.7K -1,298 -38%
SOAMC
381
Spirit of America Management Corp
New York
$62.5K
SIC
382
Salem Investment Counselors
North Carolina
$50.4K
FDCDDQ
383
Federation des caisses Desjardins du Quebec
Quebec, Canada
$50.3K -$42.2K -1,348 -46%
C
384
Covestor
United Kingdom
$43K +$4.23K +135 +11%
HNB
385
Huntington National Bank
Ohio
$37.1K +$17.3K +551 +86%
SSG
386
Summit Securities Group
New York
$36K +$1.6K +51 +5%
QC
387
Quent Capital
New York
$34.8K
LS
388
Livforsakringsbolaget Skandia
Sweden
$34.3K
Northwestern Mutual Wealth Management
389
Northwestern Mutual Wealth Management
Wisconsin
$32.6K -$798K -25,473 -96%
AAS
390
Ameritas Advisory Services
Nebraska
$31.2K +$31.3K +1,000 New
FHA
391
First Horizon Advisors
Tennessee
$30.3K -$9.06K -289 -23%
Bessemer Group
392
Bessemer Group
New Jersey
$29K +$2.13K +68 +8%
Twin Tree Management
393
Twin Tree Management
Texas
$26.8K +$26.9K +859 New
PFBT
394
Parkside Financial Bank & Trust
Missouri
$22.4K -$564 -18 -2%
PMFA
395
Plante Moran Financial Advisors
Michigan
$21.4K +$157 +5 +0.7%
SSB
396
Sandy Spring Bank
Maryland
$21.4K
AIM
397
Achmea Investment Management
Netherlands
$21K
EWA
398
EverSource Wealth Advisors
Alabama
$18.5K +$10K +320 +117%
SS
399
Sunbelt Securities
Texas
$18.4K +$18.8K +600 New
SFG
400
Steward Financial Group
Texas
$18K

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.