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Invitation Homes

525 hedge funds and large institutions have $19.6B invested in Invitation Homes in 2024 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 178 increasing their positions, 211 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

7% more call options, than puts

Call options by funds: $35.9M | Put options by funds: $33.5M

0.31% more ownership

Funds ownership: 99.72%100.03% (+0.31%)

3% less funds holding

Funds holding: 540525 (-15)

9% less capital invested

Capital invested by funds: $21.5B → $19.6B (-$1.94B)

10% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 79

16% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 211

Holders
525
Holders Change
-15
Holders Change %
-2.78%
% of All Funds
6.92%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.18%
New
71
Increased
178
Reduced
211
Closed
79
Calls
$35.9M
Puts
$33.5M
Net Calls
+$2.47M
Net Calls Change
+$31M
Name Holding Trade Value Shares
Change
Change in
Stake
SOAMC
401
Spirit of America Management Corp
New York
$192K
Carson Wealth (CWM LLC)
402
Carson Wealth (CWM LLC)
Nebraska
$188K -$47.1K -1,411 -19%
AIP
403
Ameritas Investment Partners
Nebraska
$184K
RBI
404
Raiffeisen Bank International
Austria
$178K +$187K +5,591 New
Northwestern Mutual Wealth Management
405
Northwestern Mutual Wealth Management
Wisconsin
$162K -$3.27K -98 -2%
VEA
406
Virtus ETF Advisers
New York
$157K +$10.7K +319 +7%
M
407
MOTCO
Texas
$144K -$12.7K -380 -8%
MFS
408
Mattson Financial Services
Michigan
$144K -$301K -9,006 -69%
EWA
409
EverSource Wealth Advisors
Alabama
$142K +$145K +4,338 +3,772%
PS
410
Principal Securities
Iowa
$141K -$5.11K -153 -3%
PA
411
Parallel Advisors
California
$138K -$20.3K -608 -12%
Lazard Asset Management
412
Lazard Asset Management
New York
$137K -$5.58K -167 -4%
GI
413
GAMMA Investing
California
$130K -$51.4K -1,538 -27%
SWM
414
Spire Wealth Management
Virginia
$125K -$935 -28 -0.7%
ARMT
415
Amica Retiree Medical Trust
Rhode Island
$123K
NB
416
NBT Bank
New York
$118K
AssetMark Inc
417
AssetMark Inc
California
$117K +$78.3K +2,344 +179%
Group One Trading
418
Group One Trading
Illinois
$109K +$114K +3,413 New
Federated Hermes
419
Federated Hermes
Pennsylvania
$109K -$332K -9,951 -75%
QCG
420
Quadrant Capital Group
Ohio
$92.8K -$38.2K -1,145 -28%
Bank Julius Baer & Co
421
Bank Julius Baer & Co
Switzerland
$77K -$274K -8,219 -79%
SIC
422
Salem Investment Counselors
North Carolina
$74.3K
TFIPS
423
Towarzystwo Funduszy Inwestycyjnych PZU SA
$69.4K
SIM
424
Sentry Investment Management
Wisconsin
$69K -$11.8K -352 -14%
IIM
425
Intact Investment Management
Quebec, Canada
$67.1K

INVH Hedge Fund Activity: Q4 2024 in Review

525 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invitation Homes (INVH) for Q4 2024, worth a combined $19.6B — down 9% from $21.5B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of INVH and 71 opened new positions — a net loss of 8 holders — while 211 trimmed existing stakes and 178 added.

The largest buyer was JP Morgan Chase, adding an estimated $156M. The largest seller was UBS AM, cutting an estimated $166M.

  • 525 institutional investors held Invitation Homes (INVH) as of Q4 2024, down from 540 in Q3 2024.
  • Funds reported $19.6B of Invitation Homes stock for Q4 2024, down 9% quarter-over-quarter.
  • 71 funds opened new Invitation Homes positions in Q4 2024 and 79 closed out, a net change of -8 holders.
  • The largest Invitation Homes buyer in Q4 2024 was JP Morgan Chase, an estimated $156M added.
  • The largest Invitation Homes seller in Q4 2024 was UBS AM, an estimated $166M sold.

Based on aggregated 13F filings for Q4 2024.