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Invitation Homes

463 hedge funds and large institutions have $19.9B invested in Invitation Homes in 2023 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 166 increasing their positions, 175 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 54

13% more call options, than puts

Call options by funds: $66.7M | Put options by funds: $59.1M

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

7% more capital invested

Capital invested by funds: $18.7B → $19.9B (+$1.24B)

0.05% more ownership

Funds ownership: 104.22%104.27% (+0.05%)

0% more funds holding

Funds holding: 463463 (0)

5% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 175

Holders
463
Holders Change
Holders Change %
0%
% of All Funds
7.38%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.25%
New
63
Increased
166
Reduced
175
Closed
54
Calls
$66.7M
Puts
$59.1M
Net Calls
+$7.59M
Net Calls Change
+$61.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
426
Advisornet Financial
Minnesota
$4.34K +$313 +10 +8%
BFEC
427
Benjamin F. Edwards & Company
Missouri
$4K
MCM
428
MV Capital Management
Maryland
$3.22K +$407 +13 +14%
TWA
429
TCI Wealth Advisors
Arizona
$3.15K
MTIC
430
Missouri Trust & Investment Company
Missouri
$3.12K
HGERS
431
Householder Group Estate & Retirement Specialist
Arizona
$3K
CG
432
Cutler Group
California
$3K +$3.7K +118 New
BWL
433
Bogart Wealth LLC
Virginia
$2.71K +$2.73K +87 New
PWMG
434
Prestige Wealth Management Group
New Jersey
$2.37K
GRP
435
Global Retirement Partners
California
$2.21K +$157 +5 +8%
YDMI
436
Y.D. More Investments
Israel
$2.09K +$533 +17 +34%
Robeco Institutional Asset Management
437
Robeco Institutional Asset Management
Netherlands
$2.06K -$815K -25,994 -100%
KFP
438
KB Financial Partners
New Jersey
$2K
Loomis, Sayles & Company
439
Loomis, Sayles & Company
Massachusetts
$2K
BWS
440
Buck Wealth Strategies
Colorado
$1.97K +$1.97K +63 New
DSC
441
Duncker Streett & Co
Missouri
$1.56K
CAC
442
Core Alternative Capital
Georgia
$1.41K +$1.41K +45 New
TFM
443
TFC Financial Management
Massachusetts
$1.31K +$376 +12 +40%
NFSG
444
Newbridge Financial Services Group
Florida
$1.19K
CP
445
Castleview Partners
Texas
$1.19K +$1.19K +38 New
CFO
446
CVA Family Office
Colorado
$1.09K +$470 +15 +75%
TFA
447
Transamerica Financial Advisors
Florida
$1K
Kayne Anderson Rudnick Investment Management
448
Kayne Anderson Rudnick Investment Management
California
$906 +$909 +29 New
CWP
449
Concord Wealth Partners
Virginia
$812
WPA
450
West Paces Advisors
Georgia
$687 +$689 +22 New

INVH Hedge Fund Activity: Q1 2023 in Review

463 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invitation Homes (INVH) for Q1 2023, worth a combined $19.9B — up 6.7% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new INVH positions and 54 closed out — a net gain of 9 holders — while 166 added to existing stakes and 175 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $168M. The largest seller was Swedbank, cutting an estimated $74.7M.

  • 463 institutional investors held Invitation Homes (INVH) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $19.9B of Invitation Homes stock for Q1 2023, up 6.7% quarter-over-quarter.
  • 63 funds opened new Invitation Homes positions in Q1 2023 and 54 closed out, a net change of +9 holders.
  • The largest Invitation Homes buyer in Q1 2023 was Cohen & Steers, an estimated $168M added.
  • The largest Invitation Homes seller in Q1 2023 was Swedbank, an estimated $74.7M sold.

Based on aggregated 13F filings for Q1 2023.