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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
JF
376
Jump Financial
Illinois
$206K -$256K -7,441 -53%
BCI
377
Brinker Capital Investments
Pennsylvania
$206K -$209K -6,092 -48%
OPS
378
Orion Portfolio Solutions
Nebraska
$206K -$209K -6,092 -48%
AIS
379
American Investment Services
Massachusetts
$200K +$3.33K +97 +2%
BFO
380
Biltmore Family Office
North Carolina
$200K -$293K -8,539 -57%
VEA
381
Virtus ETF Advisers
New York
$187K -$56.6K -1,646 -22%
VSQM
382
V-Square Quantitative Management
Illinois
$186K +$190K +5,536 +1,591%
ETC
383
Exchange Traded Concepts
Oklahoma
$184K +$9.48K +276 +5%
Lazard Asset Management
384
Lazard Asset Management
New York
$180K +$195K +5,685 +21,865%
Credit Agricole
385
Credit Agricole
France
$172K +$186K +5,412 New
S
386
SignatureFD
Georgia
$171K +$26.7K +777 +17%
PA
387
Parallel Advisors
California
$170K -$8.45K -246 -4%
ARMT
388
Amica Retiree Medical Trust
Rhode Island
$159K
AWA
389
Artemis Wealth Advisors
New York
$156K +$16.1K +470 +11%
AWM
390
Avior Wealth Management
Nebraska
$152K +$1.24K +36 +0.8%
QCG
391
Quadrant Capital Group
Ohio
$150K -$6.42K -187 -4%
M
392
MOTCO
Texas
$148K
HFM
393
Harvest Fund Management
China
$139K
SWM
394
Spire Wealth Management
Virginia
$138K +$172 +5 +0.1%
SPIA
395
Steward Partners Investment Advisory
New York
$127K -$17.5K -510 -11%
First Manhattan
396
First Manhattan
New York
$121K
SIM
397
Sentry Investment Management
Wisconsin
$106K +$115K +3,358 New
Northwestern Mutual Wealth Management
398
Northwestern Mutual Wealth Management
Wisconsin
$104K +$46.7K +1,359 +71%
NS
399
NBC Securities
Alabama
$86K +$93.8K +2,730 New
DGAM
400
Desjardins Global Asset Management
Quebec, Canada
$82.6K -$648K -18,873 -88%

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.