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Invitation Homes

417 hedge funds and large institutions have $21.3B invested in Invitation Homes in 2021 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 153 increasing their positions, 151 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 39

26% more call options, than puts

Call options by funds: $11.1M | Put options by funds: $8.74M

15% more capital invested

Capital invested by funds: $18.5B → $21.3B (+$2.79B)

6% more funds holding

Funds holding: 394417 (+23)

1% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 151

1.33% less ownership

Funds ownership: 102.04%100.71% (-1.3%)

5% less funds holding in top 10

Funds holding in top 10: 1918 (-1)

Holders
417
Holders Change
+23
Holders Change %
+5.84%
% of All Funds
7.26%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.31%
New
64
Increased
153
Reduced
151
Closed
39
Calls
$11.1M
Puts
$8.74M
Net Calls
+$2.31M
Net Calls Change
+$2.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
401
Prestige Wealth Management Group
New Jersey
$3K
CA
402
Clearstead Advisors
Ohio
$3K +$2.48K +70 New
SB
403
Strategic Blueprint
Georgia
$3K +$2.62K +74 New
CG
404
Cutler Group
California
$3K +$3.25K +92 New
AF
405
Advisornet Financial
Minnesota
$2K
CFGS
406
Concourse Financial Group Securities
Alabama
$2K
HI
407
Hudock Inc
Pennsylvania
$2K +$35 +1 +1%
TWA
408
TCI Wealth Advisors
Arizona
$2K +$707 +20 +57%
AIA
409
Arcadia Investment Advisors
Idaho
$1.19K +$1.13K +32 New
AssetMark Inc
410
AssetMark Inc
California
$1K
VCM
411
Versant Capital Management
Arizona
$1K
AIG
412
American International Group
New York
$265 -$122K -3,451 -33%
CCMLC
413
Cardinal Capital Management LLC (Connecticut)
Connecticut
-$17.8M -555,798 Closed
RGREA
414
Ranger Global Real Estate Advisors
Colorado
-$10.6M -330,510 Closed
Renaissance Technologies
415
Renaissance Technologies
New York
-$10.3M -321,583 Closed
EIP
416
Epoch Investment Partners
New York
-$4.28M -133,680 Closed
HF
417
HRT Financial
New York
-$4.23M -132,177 Closed
Voloridge Investment Management
418
Voloridge Investment Management
Florida
-$3.7M -115,552 Closed
PHK
419
Point72 Hong Kong
Hong Kong
-$2.99M -93,370 Closed
MSL
420
Mackay Shields LLC
New York
-$1.98M -61,776 Closed
WAM
421
Weiss Asset Management
Massachusetts
-$1.76M -55,081 Closed
PP
422
Paloma Partners
Connecticut
-$1.74M -54,294 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
423
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$1.67M -52,229 Closed
KWILP
424
Kiwi Wealth Investments Limited Partnership
New Zealand
-$1.23M -38,337 Closed
VF
425
Virtu Financial
New York
-$1.06M -33,203 Closed

INVH Hedge Fund Activity: Q2 2021 in Review

417 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invitation Homes (INVH) for Q2 2021, worth a combined $21.3B — up 15% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new INVH positions and 39 closed out — a net gain of 25 holders — while 153 added to existing stakes and 151 trimmed.

The largest buyer was Norges Bank, adding an estimated $309M. The largest seller was Cohen & Steers, cutting an estimated $652M.

  • 417 institutional investors held Invitation Homes (INVH) as of Q2 2021, up from 394 in Q1 2021.
  • Funds reported $21.3B of Invitation Homes stock for Q2 2021, up 15% quarter-over-quarter.
  • 64 funds opened new Invitation Homes positions in Q2 2021 and 39 closed out, a net change of +25 holders.
  • The largest Invitation Homes buyer in Q2 2021 was Norges Bank, an estimated $309M added.
  • The largest Invitation Homes seller in Q2 2021 was Cohen & Steers, an estimated $652M sold.

Based on aggregated 13F filings for Q2 2021.