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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
BTI
426
Blue Trust Inc
Georgia
$64.6K -$139K -4,160 -67%
MG
427
Mather Group
Illinois
$64.2K -$835 -25 -1%
Jones Financial Companies
428
Jones Financial Companies
Missouri
$58.7K +$26.9K +806 +78%
HNB
429
Huntington National Bank
Ohio
$57.2K -$7.51K -225 -11%
CIAM
430
Caitong International Asset Management
Hong Kong
$53.7K +$56.1K +1,680 New
CH
431
Cromwell Holdings
Wyoming
$53.1K
TSMHT
432
Thurston Springer Miller Herd & Titak
Indiana
$49.1K -$63.5K -1,903 -55%
CFFP
433
Center for Financial Planning
Michigan
$48K +$50.1K +1,500 New
BIG
434
Brooklyn Investment Group
New York
$45.2K +$868 +26 +2%
AF
435
Allworth Financial
California
$42.9K +$23.4K +702 +101%
GRP
436
Global Retirement Partners
California
$40.4K -$4.57K -137 -10%
UB
437
UMB Bank
Missouri
$32.7K +$9.31K +279 +38%
SAM
438
Smartleaf Asset Management
Massachusetts
$32.6K +$12.6K +378 +59%
AAP
439
Arax Advisory Partners
Colorado
$30.4K +$27.5K +825 +655%
CAS
440
Coppell Advisory Solutions
Texas
$30.2K
MPWT
441
MassMutual Private Wealth & Trust
Connecticut
$30K -$2K -60 -6%
LC
442
Lindbrook Capital
California
$28.5K +$11K +329 +58%
CAM
443
Creekmur Asset Management
Illinois
$24.8K
PFBT
444
Parkside Financial Bank & Trust
Missouri
$23.3K +$1.14K +34 +5%
SSB
445
Sandy Spring Bank
Maryland
$21.9K
CA
446
Clearstead Advisors
Ohio
$21.2K -$13.1K -392 -37%
WAG
447
Wiser Advisor Group
Arizona
$21.1K +$167 +5 +0.8%
CAL
448
Capital Analysts LLC
Pennsylvania
$21K +$334 +10 +2%
RTL
449
Red Tortoise LLC
Georgia
$16.3K +$134 +4 +0.8%
MEG
450
Millstone Evans Group
Colorado
$16K +$16.7K +501 New

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.