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Invitation Homes

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: 1416 (+2)

8% more capital invested

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

7% more funds holding

Funds holding: 485521 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
LS
426
Livforsakringsbolaget Skandia
Sweden
$74.2K +$34.5K +1,061 +96%
SIC
427
Salem Investment Counselors
North Carolina
$55.5K
RIM
428
Rakuten Investment Management
Japan
$50.3K +$47.2K +1,449 New
Bessemer Group
429
Bessemer Group
New Jersey
$50K -$19.7K -604 -29%
CAM
430
Creekmur Asset Management
Illinois
$46.4K +$44.3K +1,362 New
FDCDDQ
431
Federation des caisses Desjardins du Quebec
Quebec, Canada
$39.6K
HNB
432
Huntington National Bank
Ohio
$36.1K -$4.43K -136 -11%
C
433
Covestor
United Kingdom
$33K +$716 +22 +2%
PFBT
434
Parkside Financial Bank & Trust
Missouri
$32.7K +$6.38K +196 +26%
CAS
435
Coppell Advisory Solutions
Texas
$30.7K
TFIPS
436
Towarzystwo Funduszy Inwestycyjnych PZU SA
$29K +$27.7K +850 New
MPWT
437
MassMutual Private Wealth & Trust
Connecticut
$28.4K -$17.2K -527 -39%
LC
438
Lindbrook Capital
California
$27.4K +$8.01K +246 +44%
CA
439
Clearstead Advisors
Ohio
$26.8K +$65 +2 +0.3%
BTI
440
Blue Trust Inc
Georgia
$24K +$17K +522 +249%
SSB
441
Sandy Spring Bank
Maryland
$23.4K
WAG
442
Wiser Advisor Group
Arizona
$21.8K +$20.8K +640 New
QC
443
Quent Capital
New York
$20K
DI
444
DAGCO Inc
Ohio
$15.9K +$15.2K +466 New
DWS
445
Dynamic Wealth Strategies
California
$15.9K +$15.2K +466 New
NA
446
NewEdge Advisors
Louisiana
$15.3K -$1.85K -57 -11%
NSIM
447
North Star Investment Management
Illinois
$15.2K -$482K -14,821 -97%
CAL
448
Capital Analysts LLC
Pennsylvania
$15K -$3.16K -97 -18%
BFEC
449
Benjamin F. Edwards & Company
Missouri
$15K +$7.84K +241 +126%
CB
450
Centennial Bank
Arkansas
$14.1K +$13.5K +414 New

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.