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Invitation Homes

474 hedge funds and large institutions have $27.1B invested in Invitation Homes in 2021 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 186 increasing their positions, 145 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more call options, than puts

Call options by funds: $113M | Put options by funds: $35.7M

68% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 50

28% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 145

21% more capital invested

Capital invested by funds: $22.4B → $27.1B (+$4.69B)

6% more funds holding

Funds holding: 447474 (+27)

2.06% more ownership

Funds ownership: 98.23%100.29% (+2.1%)

9% less funds holding in top 10

Funds holding in top 10: 2220 (-2)

Holders
474
Holders Change
+27
Holders Change %
+6.04%
% of All Funds
7.29%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.31%
New
84
Increased
186
Reduced
145
Closed
50
Calls
$113M
Puts
$35.7M
Net Calls
+$76.9M
Net Calls Change
+$67.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TDC
401
Thompson Davis & Co
Virginia
$202K +$184K +4,450 New
CQS
402
Credential Qtrade Securities
$200K -$26.5K -641 -13%
QCG
403
Quadrant Capital Group
Ohio
$186K +$38.8K +938 +30%
M
404
MOTCO
Texas
$177K -$1.49K -36 -0.9%
WTC
405
WhitTier Trust Company
Nevada
$175K
ARMT
406
Amica Retiree Medical Trust
Rhode Island
$174K
S
407
SignatureFD
Georgia
$145K +$36.6K +886 +38%
FMII
408
Farmers & Merchants Investments Inc
Nebraska
$144K -$13.7K -332 -9%
FDCDDQ
409
Federation des caisses Desjardins du Quebec
Quebec, Canada
$136K
AWA
410
Artemis Wealth Advisors
New York
$134K +$122K +2,961 New
NFG
411
Next Financial Group
Texas
$124K +$21.2K +514 +23%
SCA
412
Snowden Capital Advisors
New York
$107K -$198K -4,786 -67%
CAL
413
Capital Analysts LLC
Pennsylvania
$97K +$248 +6 +0.3%
TPCW
414
TD Private Client Wealth
New York
$92K +$4.17K +101 +5%
HNWAG
415
High Net Worth Advisory Group
Florida
$91K +$82.6K +2,000 New
HNB
416
Huntington National Bank
Ohio
$87K +$27.2K +658 +52%
MA
417
MUFG Americas
New York
$83K +$36.5K +884 +94%
Lazard Asset Management
418
Lazard Asset Management
New York
$78K +$4.88K +118 +7%
SIC
419
Salem Investment Counselors
North Carolina
$73K
LSA
420
Leonteq Securities AG
Switzerland
$62.1K +$56.6K +1,370 New
FHA
421
First Horizon Advisors
Tennessee
$53K -$3.84K -93 -7%
PCG
422
Private Capital Group
Connecticut
$50K +$7.68K +186 +20%
FQ
423
First Quadrant
California
$46K
FF
424
FourThought Financial
Florida
$42K
Northwestern Mutual Wealth Management
425
Northwestern Mutual Wealth Management
Wisconsin
$40K +$12.5K +303 +53%

INVH Hedge Fund Activity: Q4 2021 in Review

474 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invitation Homes (INVH) for Q4 2021, worth a combined $27.1B — up 21% from $22.4B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new INVH positions and 50 closed out — a net gain of 34 holders — while 186 added to existing stakes and 145 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $420M. The largest seller was Wells Fargo, cutting an estimated $230M.

  • 474 institutional investors held Invitation Homes (INVH) as of Q4 2021, up from 447 in Q3 2021.
  • Funds reported $27.1B of Invitation Homes stock for Q4 2021, up 21% quarter-over-quarter.
  • 84 funds opened new Invitation Homes positions in Q4 2021 and 50 closed out, a net change of +34 holders.
  • The largest Invitation Homes buyer in Q4 2021 was Cohen & Steers, an estimated $420M added.
  • The largest Invitation Homes seller in Q4 2021 was Wells Fargo, an estimated $230M sold.

Based on aggregated 13F filings for Q4 2021.