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Invitation Homes
INVH

521 hedge funds and large institutions have $21.7B invested in Invitation Homes in 2023 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 195 increasing their positions, 178 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 40

104% more call options, than puts

Call options by funds: $44.2M | Put options by funds: $21.6M

14% more funds holding in top 10

Funds holding in top 10: 14 → 16 (+2)

8% more capital invested

Capital invested by funds: $20B → $21.7B (+$1.69B)

7% more funds holding

Funds holding: 485 → 521 (+36)

10% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 178

0.71% more ownership

Funds ownership: 103.4% → 104.11% (+0.71%)

Holders
521
Holders Change
+36
Holders Change %
+7.42%
% of All Funds
7.6%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.23%
New
83
Increased
195
Reduced
178
Closed
40
Calls
$44.2M
Puts
$21.6M
Net Calls
+$22.6M
Net Calls Change
+$8.86M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$357M
2
Boston Partners
Boston Partners
Massachusetts
+$100M
3
Goldman Sachs
Goldman Sachs
New York
+$73M
4
Cohen & Steers
Cohen & Steers
New York
+$32.8M
5
State Street
State Street
Massachusetts
+$30.2M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$409M
2
ESCM
Echo Street Capital Management
New York
-$82.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$68.6M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$49.1M
5
DCP
D1 Capital Partners
New York
-$39.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
EF
401
Empowered Funds
Pennsylvania
$205K +$196K +6,017 New
SAF
402
Smith Anglin Financial
Texas
$204K -$148K -4,536 -43%
VSQM
403
V-Square Quantitative Management
Illinois
$201K – – –
PS
404
Principal Securities
Iowa
$195K +$186K +5,717 New
Lazard Asset Management
405
Lazard Asset Management
New York
$194K – – –
A
406
AlphaQuest
New York
$191K +$182K +5,588 New
SPIA
407
Steward Partners Investment Advisory
New York
$182K +$43.8K +1,347 +34%
BAMF
408
BI Asset Management Fondsmaeglerselskab
Denmark
$164K -$338K -10,396 -68%
M
409
MOTCO
Texas
$160K – – –
HFM
410
Harvest Fund Management
China
$149K – – –
SWM
411
Spire Wealth Management
Virginia
$148K +$2.02K +62 +1%
QCG
412
Quadrant Capital Group
Ohio
$148K -$12.5K -385 -8%
ETC
413
Exchange Traded Concepts
Oklahoma
$143K -$52.7K -1,619 -28%
PA
414
Parallel Advisors
California
$132K -$48.9K -1,501 -28%
First Manhattan
415
First Manhattan
New York
$130K – – –
ASN
416
Advisory Services Network
Georgia
$114K +$109K +3,343 New
SWS
417
SYSTM Wealth Solutions
Illinois
$113K +$107K +3,284 New
NP
418
Ninepoint Partners
Ontario, Canada
$109K +$104K +3,184 New
SIM
419
Sentry Investment Management
Wisconsin
$103K -$10.6K -326 -10%
AWM
420
Avior Wealth Management
Nebraska
$98.1K -$62.6K -1,922 -40%
NS
421
NBC Securities
Alabama
$85K -$7.58K -233 -9%
Northwestern Mutual Wealth Management
422
Northwestern Mutual Wealth Management
Wisconsin
$83.6K -$26.8K -823 -25%
DGAM
423
Desjardins Global Asset Management
Quebec, Canada
$83.4K -$5.24K -161 -6%
GI
424
GAMMA Investing
California
$79K +$78.1K +2,400 New
AA
425
Alta Advisers
United Kingdom
$75K – – –
15 16
17
18 19

INVH Hedge Fund Activity: Q4 2023 in Review

521 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invitation Homes (INVH) for Q4 2023, worth a combined $21.7B — up 8.4% from $20B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new INVH positions and 40 closed out — a net gain of 43 holders — while 195 added to existing stakes and 178 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $357M. The largest seller was JP Morgan Chase, cutting an estimated $409M.

  • 521 institutional investors held Invitation Homes (INVH) as of Q4 2023, up from 485 in Q3 2023.
  • Funds reported $21.7B of Invitation Homes stock for Q4 2023, up 8.4% quarter-over-quarter.
  • 83 funds opened new Invitation Homes positions in Q4 2023 and 40 closed out, a net change of +43 holders.
  • The largest Invitation Homes buyer in Q4 2023 was Morgan Stanley, an estimated $357M added.
  • The largest Invitation Homes seller in Q4 2023 was JP Morgan Chase, an estimated $409M sold.

Based on aggregated 13F filings for Q4 2023.