We are live on ! Find out more
INVH icon

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
MCM
376
Morton Capital Management
California
$260K +$1.73K +53 +0.7%
WA
377
Wealth Alliance
New York
$252K +$19.9K +610 +9%
Carson Wealth (CWM LLC)
378
Carson Wealth (CWM LLC)
Nebraska
$252K +$26.3K +808 +12%
Wealth Enhancement Advisory Services
379
Wealth Enhancement Advisory Services
Minnesota
$252K +$11.1K +342 +5%
AWA
380
Aaron Wealth Advisors
Illinois
$251K -$19.7K -605 -8%
Los Angeles Capital Management
381
Los Angeles Capital Management
California
$244K – – –
Assenagon Asset Management
382
Assenagon Asset Management
Luxembourg
$238K – – –
CSS
383
Cubist Systematic Strategies
Connecticut
$237K -$6.48M -199,159 -97%
CTC
384
Cetera Trust Company
Minnesota
$236K +$225K +6,925 New
Cetera Investment Advisers
385
Cetera Investment Advisers
Illinois
$233K -$37.4K -1,150 -14%
AFO
386
Allie Family Office
Florida
$232K -$108K -3,320 -33%
XT
387
XTX Topco
Cayman Islands
$232K +$221K +6,791 New
CCG
388
Cypress Capital Group
Florida
$231K – – –
Baird Financial Group
389
Baird Financial Group
Wisconsin
$229K -$61.6K -1,892 -22%
SFI
390
Siemens Fonds Invest
Germany
$227K +$217K +6,658 New
AIP
391
Ameritas Investment Partners
Nebraska
$226K – – –
Federated Hermes
392
Federated Hermes
Pennsylvania
$224K -$240K -7,378 -53%
CI
393
Cigna Investments
Connecticut
$223K – – –
PAM
394
Panagora Asset Management
Massachusetts
$222K – – –
S
395
SignatureFD
Georgia
$218K +$32.3K +993 +18%
GM
396
GeoWealth Management
Illinois
$217K +$207K +6,349 New
MM
397
MQS Management
New York
$216K -$268K -8,227 -57%
AIS
398
American Investment Services
Massachusetts
$216K – – –
VEA
399
Virtus ETF Advisers
New York
$210K +$7.55K +232 +4%
GWMR
400
GC Wealth Management RIA
Massachusetts
$209K +$200K +6,131 New
14 15
16
17 18

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.