We are live on ! Find out more
INVH icon

Invitation Homes

499 hedge funds and large institutions have $21.7B invested in Invitation Homes in 2023 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 172 increasing their positions, 188 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more call options, than puts

Call options by funds: $60.4M | Put options by funds: $17M

136% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 28

9% more capital invested

Capital invested by funds: $19.9B → $21.7B (+$1.8B)

8% more funds holding

Funds holding: 463499 (+36)

9% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 188

1.05% less ownership

Funds ownership: 104.27%103.23% (-1%)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
499
Holders Change
+36
Holders Change %
+7.78%
% of All Funds
7.83%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.2%
New
66
Increased
172
Reduced
188
Closed
28
Calls
$60.4M
Puts
$17M
Net Calls
+$43.4M
Net Calls Change
+$35.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
451
Baker Avenue Asset Management
California
$5.85K +$5.68K +170 New
HWM
452
HighMark Wealth Management
Minnesota
$5.68K +$334 +10 +6%
BIA
453
Bell Investment Advisors
California
$5.02K -$67 -2 -1%
AF
454
Advisornet Financial
Minnesota
$4.78K
KFI
455
Key Financial Inc
Pennsylvania
$4.37K +$4.24K +127 New
LSA
456
Leonteq Securities AG
Switzerland
$4.09K -$5.98K -179 -60%
CG
457
Cutler Group
California
$4K
CFB
458
Cullen/Frost Bankers
Texas
$3.96K +$3.84K +115 New
MCM
459
MV Capital Management
Maryland
$3.54K
MTIC
460
Missouri Trust & Investment Company
Missouri
$3.44K
BWL
461
Bogart Wealth LLC
Virginia
$3.01K
BTI
462
Blue Trust Inc
Georgia
$3K -$93.7K -2,804 -97%
SF
463
Safeguard Financial
Wisconsin
$3K +$3.54K +106 New
PWMG
464
Prestige Wealth Management Group
New Jersey
$2.62K
YDMI
465
Y.D. More Investments
Israel
$2.31K
GRP
466
Global Retirement Partners
California
$2.27K
Robeco Institutional Asset Management
467
Robeco Institutional Asset Management
Netherlands
$2.27K
CPG
468
Cornerstone Planning Group
New Jersey
$2.2K +$2.14K +64 New
BWS
469
Buck Wealth Strategies
Colorado
$2.17K
CP
470
Castleview Partners
Texas
$2.03K +$702 +21 +55%
Loomis, Sayles & Company
471
Loomis, Sayles & Company
Massachusetts
$2K -$100 -3 -6%
KFP
472
KB Financial Partners
New Jersey
$2K
DSC
473
Duncker Streett & Co
Missouri
$1.72K
TFM
474
TFC Financial Management
Massachusetts
$1.72K +$267 +8 +19%
UB
475
UMB Bank
Missouri
$1.34K +$1.3K +39 New

INVH Hedge Fund Activity: Q2 2023 in Review

499 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invitation Homes (INVH) for Q2 2023, worth a combined $21.7B — up 9.1% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new INVH positions and 28 closed out — a net gain of 38 holders — while 172 added to existing stakes and 188 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $243M. The largest seller was Resolution Capital, cutting an estimated $151M.

  • 499 institutional investors held Invitation Homes (INVH) as of Q2 2023, up from 463 in Q1 2023.
  • Funds reported $21.7B of Invitation Homes stock for Q2 2023, up 9.1% quarter-over-quarter.
  • 66 funds opened new Invitation Homes positions in Q2 2023 and 28 closed out, a net change of +38 holders.
  • The largest Invitation Homes buyer in Q2 2023 was JP Morgan Chase, an estimated $243M added.
  • The largest Invitation Homes seller in Q2 2023 was Resolution Capital, an estimated $151M sold.

Based on aggregated 13F filings for Q2 2023.