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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
AIM
426
Achmea Investment Management
Netherlands
$31K
SSB
427
Sandy Spring Bank
Maryland
$31K +$28.3K +685 New
PMFA
428
Plante Moran Financial Advisors
Michigan
$30K +$83 +2 +0.3%
Loomis, Sayles & Company
429
Loomis, Sayles & Company
Massachusetts
$27K +$24.7K +597 New
Carson Wealth (CWM LLC)
430
Carson Wealth (CWM LLC)
Nebraska
$23K +$21.4K +518 New
VRS
431
Virginia Retirement Systems
Virginia
$22.4K -$11.2M -271,200 -35%
COCM
432
Charter Oak Capital Management
New Hampshire
$20K +$18K +435 New
SPWG
433
Sage Private Wealth Group
Illinois
$19K
JIR
434
James Investment Research
Ohio
$17K +$15.8K +383 New
IFAM
435
Institutional & Family Asset Management
Colorado
$16K
AF
436
Allworth Financial
California
$16K +$620 +15 +4%
CFB
437
Cullen/Frost Bankers
Texas
$16K +$14.4K +348 New
ZB
438
Zions Bancorporation
Utah
$15K -$372 -9 -3%
SFM
439
Signet Financial Management
New Jersey
$14K +$12.4K +300 New
CF
440
Concorde Financial
Texas
$13K +$11.9K +288 New
LF
441
Lee Financial
Texas
$13K +$12K +291 New
HI
442
Hudock Inc
Pennsylvania
$11K -$4.71K -114 -32%
C
443
Covestor
United Kingdom
$11K +$10.2K +248 New
EARNEST Partners
444
EARNEST Partners
Georgia
$10K
LC
445
Lindbrook Capital
California
$9K +$1.78K +43 +27%
BIA
446
Bell Investment Advisors
California
$8K
PFBT
447
Parkside Financial Bank & Trust
Missouri
$8K
HI
448
Harbour Investments
Wisconsin
$7K
HWM
449
HighMark Wealth Management
Minnesota
$7K
UB
450
UMB Bank
Missouri
$6K +$5.21K +126 New

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.