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Invitation Homes

485 hedge funds and large institutions have $20B invested in Invitation Homes in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 197 increasing their positions, 165 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $39M | Put options by funds: $25.2M

19% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 165

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

0.17% more ownership

Funds ownership: 103.23%103.4% (+0.17%)

3% less funds holding

Funds holding: 499485 (-14)

8% less capital invested

Capital invested by funds: $21.7B → $20B (-$1.66B)

20% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 56

Holders
485
Holders Change
-14
Holders Change %
-2.81%
% of All Funds
7.7%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
45
Increased
197
Reduced
165
Closed
56
Calls
$39M
Puts
$25.2M
Net Calls
+$13.7M
Net Calls Change
-$29.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank Julius Baer & Co
401
Bank Julius Baer & Co
Switzerland
$77K +$2.54K +74 +3%
AA
402
Alta Advisers
United Kingdom
$69.7K
Bessemer Group
403
Bessemer Group
New Jersey
$67K -$6.36K -185 -8%
SIC
404
Salem Investment Counselors
North Carolina
$51.1K
MPWT
405
MassMutual Private Wealth & Trust
Connecticut
$43.1K +$2.37K +69 +5%
HNB
406
Huntington National Bank
Ohio
$37.8K +$996 +29 +2%
FDCDDQ
407
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36.8K -$15.5K -450 -28%
LS
408
Livforsakringsbolaget Skandia
Sweden
$34.9K
C
409
Covestor
United Kingdom
$30K +$137 +4 +0.4%
TWP
410
TFO Wealth Partners
Ohio
$28.4K
CAS
411
Coppell Advisory Solutions
Texas
$26.7K
CA
412
Clearstead Advisors
Ohio
$24.8K +$13.5K +392 +100%
PFBT
413
Parkside Financial Bank & Trust
Missouri
$24.1K +$962 +28 +4%
PMFA
414
Plante Moran Financial Advisors
Michigan
$21.7K
SSB
415
Sandy Spring Bank
Maryland
$21.7K
SS
416
Sunbelt Securities
Texas
$19K
QC
417
Quent Capital
New York
$18.6K -$3.06K -89 -13%
LC
418
Lindbrook Capital
California
$17.6K +$7.63K +222 +66%
EWA
419
EverSource Wealth Advisors
Alabama
$17.1K -$3.4K -99 -15%
CAL
420
Capital Analysts LLC
Pennsylvania
$17K +$103 +3 +0.5%
NA
421
NewEdge Advisors
Louisiana
$16K -$137 -4 -0.8%
TPCW
422
TD Private Client Wealth
New York
$13.9K +$34 +1 +0.2%
AF
423
Allworth Financial
California
$13.3K +$3.06K +89 +27%
FMII
424
Farmers & Merchants Investments Inc
Nebraska
$13K
CSPIA
425
Cary Street Partners Investment Advisory
Virginia
$10.5K +$4.47K +130 +64%

INVH Hedge Fund Activity: Q3 2023 in Review

485 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invitation Homes (INVH) for Q3 2023, worth a combined $20B — down 7.6% from $21.7B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of INVH and 45 opened new positions — a net loss of 11 holders — while 165 trimmed existing stakes and 197 added.

The largest buyer was D1 Capital Partners, opening a new position worth an estimated $298M. The largest seller was Resolution Capital, cutting an estimated $125M.

  • 485 institutional investors held Invitation Homes (INVH) as of Q3 2023, down from 499 in Q2 2023.
  • Funds reported $20B of Invitation Homes stock for Q3 2023, down 7.6% quarter-over-quarter.
  • 45 funds opened new Invitation Homes positions in Q3 2023 and 56 closed out, a net change of -11 holders.
  • The largest Invitation Homes buyer in Q3 2023 was D1 Capital Partners, an estimated $298M added.
  • The largest Invitation Homes seller in Q3 2023 was Resolution Capital, an estimated $125M sold.

Based on aggregated 13F filings for Q3 2023.