Invitation Homes
INVH
375 hedge funds and large institutions have $15.5B invested in Invitation Homes in 2020 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 157 increasing their positions, 122 reducing their positions, and 43 closing their positions.
266% more call options, than puts
Call options by funds: $40M | Put options by funds: $10.9M
61% more funds holding in top 10
Funds holding in top 10: 18 → 29 (+11)
60% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 43
29% more capital invested
Capital invested by funds: $12B → $15.5B (+$3.51B)
29% more repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 122
7% more funds holding
Funds holding: 352 → 375 (+23)
1.18% less ownership
Funds ownership: 103.58% → 102.4% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$176M |
| 2 |
SCRM
Security Capital Research & Management
Chicago,
Illinois
|
+$151M |
| 3 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
+$85.5M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$82.2M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$71.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$155M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$112M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$93.7M |
| 4 |
Charles Schwab
San Francisco,
California
|
-$64.6M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$55.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFG
401
Next Financial Group
Houston,
Texas
| – | -$62K | -2,893 | Closed |
|
|
ASN
402
Advisory Services Network
Atlanta,
Georgia
| – | -$52K | -2,428 | Closed |
|
|
AL
403
AJO LP
Philadelphia,
Pennsylvania
| – | -$45K | -2,125 | Closed |
|
|
AIM
404
AIA Investment Management
Singapore
| – | -$42K | -1,985 | Closed |
|
|
WQ
405
Wealth Quarterback
Toms River,
New Jersey
| – | -$25.7K | -1,202 | Closed |
|
|
LIA
406
LS Investment Advisors
Bloomfield Hills,
Michigan
| – | -$22K | -1,028 | Closed |
|
|
CS
407
Capital Square
Chattanooga,
Tennessee
| – | -$21K | -988 | Closed |
|
|
CAN
408
Claraphi Advisory Network
Aliso Viejo,
United States
| – | -$10K | -480 | Closed |
|
|
1W
409
1776 Wealth
Atlanta,
Georgia
| – | -$9K | -327 | Closed |
|
|
DWM
410
Darwin Wealth Management
Tampa,
Florida
| – | -$6K | -300 | Closed |
|
|
EWM
411
EPG Wealth Management
Atlanta,
Georgia
| – | -$5K | -239 | Closed |
|
|
RFM
412
Royal Fund Management
Lady Lake,
Florida
| – | -$2K | -95 | Closed |
|
|
IA
413
IFP Advisors
Tampa,
Florida
| – | -$827 | -33 | -75% |
|
414
Group One Trading
Chicago,
Illinois
| – | -$401 | -16 | Closed |
|
INVH Hedge Fund Activity: Q2 2020 in Review
375 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invitation Homes (INVH) for Q2 2020, worth a combined $15.5B — up 29% from $12B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new INVH positions and 43 closed out — a net gain of 26 holders — while 157 added to existing stakes and 122 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $176M. The largest seller was Renaissance Technologies, cutting an estimated $155M.
- 375 institutional investors held Invitation Homes (INVH) as of Q2 2020, up from 352 in Q1 2020.
- Funds reported $15.5B of Invitation Homes stock for Q2 2020, up 29% quarter-over-quarter.
- 69 funds opened new Invitation Homes positions in Q2 2020 and 43 closed out, a net change of +26 holders.
- The largest Invitation Homes buyer in Q2 2020 was Cohen & Steers, an estimated $176M added.
- The largest Invitation Homes seller in Q2 2020 was Renaissance Technologies, an estimated $155M sold.
Based on aggregated 13F filings for Q2 2020.