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Invitation Homes

447 hedge funds and large institutions have $22.4B invested in Invitation Homes in 2021 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 163 increasing their positions, 158 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 36

29% more call options, than puts

Call options by funds: $44M | Put options by funds: $34.1M

22% more funds holding in top 10

Funds holding in top 10: 1822 (+4)

7% more funds holding

Funds holding: 417447 (+30)

5% more capital invested

Capital invested by funds: $21.3B → $22.4B (+$1.1B)

3% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 158

2.48% less ownership

Funds ownership: 100.71%98.23% (-2.5%)

Holders
447
Holders Change
+30
Holders Change %
+7.19%
% of All Funds
7.83%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.39%
New
71
Increased
163
Reduced
158
Closed
36
Calls
$44M
Puts
$34.1M
Net Calls
+$9.84M
Net Calls Change
+$7.53M
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
401
Berman Capital Advisors
Georgia
$43K +$24.4K +608 +116%
FQ
402
First Quadrant
California
$39K +$7.25K +181 +22%
Acadian Asset Management
403
Acadian Asset Management
Massachusetts
$37K -$396K -9,874 -91%
MA
404
MUFG Americas
New York
$36K +$37.8K +944 New
FF
405
FourThought Financial
Florida
$35K -$1.8K -45 -5%
PCG
406
Private Capital Group
Connecticut
$35K +$1.04K +26 +3%
WQ
407
Wealth Quarterback
New Jersey
$25K +$120 +3 +0.5%
PMFA
408
Plante Moran Financial Advisors
Michigan
$25K +$4.37K +109 +20%
AIM
409
Achmea Investment Management
Netherlands
$25K +$27K +675 New
BMD
410
Better Money Decisions
New Mexico
$24K
Northwestern Mutual Wealth Management
411
Northwestern Mutual Wealth Management
Wisconsin
$22K -$34.3K -855 -60%
CI
412
CX Institutional
Indiana
$21K
SPWG
413
Sage Private Wealth Group
Illinois
$16K
IFAM
414
Institutional & Family Asset Management
Colorado
$14K
ZB
415
Zions Bancorporation
Utah
$13K -$1.6K -40 -10%
HI
416
Hudock Inc
Pennsylvania
$13K +$11.5K +287 +388%
AF
417
Allworth Financial
California
$13K +$13.7K +343 New
JPLA
418
Joseph P. Lucia & Associates
New York
$11K
Nisa Investment Advisors
419
Nisa Investment Advisors
Missouri
$10.3K +$136K +3,402 +1%
EARNEST Partners
420
EARNEST Partners
Georgia
$9K
ADL
421
Asset Dedication LLC
California
$9K +$5.29K +132 +132%
Twin Tree Management
422
Twin Tree Management
Texas
$7K -$302K -7,540 -98%
PFBT
423
Parkside Financial Bank & Trust
Missouri
$7K
BIA
424
Bell Investment Advisors
California
$7K +$6.93K +173 New
AS
425
Altshuler Shaham
Israel
$7K +$7.61K +190 New

INVH Hedge Fund Activity: Q3 2021 in Review

447 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invitation Homes (INVH) for Q3 2021, worth a combined $22.4B — up 5.2% from $21.3B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new INVH positions and 36 closed out — a net gain of 35 holders — while 163 added to existing stakes and 158 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $991M. The largest seller was PGGM Investments, cutting an estimated $227M.

  • 447 institutional investors held Invitation Homes (INVH) as of Q3 2021, up from 417 in Q2 2021.
  • Funds reported $22.4B of Invitation Homes stock for Q3 2021, up 5.2% quarter-over-quarter.
  • 71 funds opened new Invitation Homes positions in Q3 2021 and 36 closed out, a net change of +35 holders.
  • The largest Invitation Homes buyer in Q3 2021 was Cohen & Steers, an estimated $991M added.
  • The largest Invitation Homes seller in Q3 2021 was PGGM Investments, an estimated $227M sold.

Based on aggregated 13F filings for Q3 2021.