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Invitation Homes

535 hedge funds and large institutions have $21.6B invested in Invitation Homes in 2024 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 222 increasing their positions, 183 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 35

21% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 183

5% more funds holding

Funds holding: 510535 (+25)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

2% less capital invested

Capital invested by funds: $22B → $21.6B (-$429M)

2.96% less ownership

Funds ownership: 100.98%98.02% (-3%)

27% less call options, than puts

Call options by funds: $14.4M | Put options by funds: $19.7M

Holders
535
Holders Change
+25
Holders Change %
+4.9%
% of All Funds
7.73%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
67
Increased
222
Reduced
183
Closed
35
Calls
$14.4M
Puts
$19.7M
Net Calls
-$5.26M
Net Calls Change
-$23.7M
Name Holding Trade Value Shares
Change
Change in
Stake
OWP
376
Obermeyer Wealth Partners
Colorado
$322K
BFA
377
Brown Financial Advisors
Ohio
$321K +$311K +8,949 New
PA
378
Profund Advisors
Maryland
$320K +$8.34K +240 +3%
HighTower Advisors
379
HighTower Advisors
Illinois
$320K -$44.6K -1,284 -13%
Commonwealth Equity Services
380
Commonwealth Equity Services
Massachusetts
$316K -$300K -8,629 -50%
Nomura Holdings
381
Nomura Holdings
Japan
$299K +$289K +8,328 New
HI
382
Horizon Investments
North Carolina
$298K +$5.28K +152 +2%
CWM
383
Calamos Wealth Management
Illinois
$294K -$51.4K -1,480 -15%
OTL
384
Oak Thistle LLC
New York
$289K +$280K +8,059 New
AWA
385
Aaron Wealth Advisors
Illinois
$286K -$4.8K -138 -2%
D.E. Shaw & Co
386
D.E. Shaw & Co
New York
$278K +$71.6K +2,061 +36%
SPIA
387
Steward Partners Investment Advisory
New York
$277K +$24.3K +698 +10%
WA
388
Wealth Alliance
New York
$276K +$8.48K +244 +3%
MCM
389
Morton Capital Management
California
$273K
Capstone Investment Advisors
390
Capstone Investment Advisors
New York
$268K -$45.5K -1,308 -15%
S
391
SignatureFD
Georgia
$268K +$44.9K +1,291 +21%
ETC
392
Exchange Traded Concepts
Oklahoma
$266K +$111K +3,198 +76%
Los Angeles Capital Management
393
Los Angeles Capital Management
California
$265K
VSQM
394
V-Square Quantitative Management
Illinois
$264K +$51K +1,467 +25%
AWA
395
Artemis Wealth Advisors
New York
$262K +$2.08K +60 +0.8%
Osaic Holdings
396
Osaic Holdings
Arizona
$261K -$268K -7,701 -51%
Lazard Asset Management
397
Lazard Asset Management
New York
$253K +$245K +7,058 New
CTC
398
Cetera Trust Company
Minnesota
$252K
Carson Wealth (CWM LLC)
399
Carson Wealth (CWM LLC)
Nebraska
$249K -$2.5K -72 -1%
AFO
400
Allie Family Office
Florida
$244K