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Invitation Homes
INVH

485 hedge funds and large institutions have $20B invested in Invitation Homes in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 197 increasing their positions, 165 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $39M | Put options by funds: $25.2M

19% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 165

8% more funds holding in top 10

Funds holding in top 10: 13 → 14 (+1)

0.17% more ownership

Funds ownership: 103.23% → 103.4% (+0.17%)

3% less funds holding

Funds holding: 499 → 485 (-14)

8% less capital invested

Capital invested by funds: $21.7B → $20B (-$1.66B)

20% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 56

Holders
485
Holders Change
-14
Holders Change %
-2.81%
% of All Funds
7.7%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
45
Increased
197
Reduced
165
Closed
56
Calls
$39M
Puts
$25.2M
Net Calls
+$13.7M
Net Calls Change
-$29.7M

Top Buyers

1
DCP
D1 Capital Partners
New York
+$298M
2
Morgan Stanley
Morgan Stanley
New York
+$50.4M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$42.8M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$37.1M
5
Barclays
Barclays
United Kingdom
+$30.4M

Top Sellers

1
RC
Resolution Capital
Australia
-$125M
2
CIM
Centersquare Investment Management
Pennsylvania
-$110M
3
BlackRock
BlackRock
New York
-$34.1M
4
Cohen & Steers
Cohen & Steers
New York
-$34.1M
5
Deutsche Bank
Deutsche Bank
Germany
-$28.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
451
Bell Investment Advisors
California
$3.68K -$1.03K -30 -21%
CFB
452
Cullen/Frost Bankers
Texas
$3.64K – – –
SWA
453
Sutton Wealth Advisors
Florida
$3.36K +$3.02K +88 +489%
MTIC
454
Missouri Trust & Investment Company
Missouri
$3.17K – – –
CG
455
Cutler Group
California
$3K – – –
BWL
456
Bogart Wealth LLC
Virginia
$2.79K +$34 +1 +1%
GRP
457
Global Retirement Partners
California
$2.75K +$721 +21 +32%
VWM
458
Venturi Wealth Management
Texas
$2.6K +$2.3K +67 +447%
PWMG
459
Prestige Wealth Management Group
New Jersey
$2.41K – – –
CPG
460
Cornerstone Planning Group
New Jersey
$2.04K – – –
Loomis, Sayles & Company
461
Loomis, Sayles & Company
Massachusetts
$2K – – –
VNA
462
Valley National Advisers
Pennsylvania
$2K +$1.37K +40 +200%
BWS
463
Buck Wealth Strategies
Colorado
$2K – – –
CP
464
Castleview Partners
Texas
$1.87K – – –
TFM
465
TFC Financial Management
Massachusetts
$1.58K – – –
GEA
466
Glen Eagle Advisors
New Jersey
$1.58K +$1.72K +50 New
HI
467
Harbour Investments
Wisconsin
$1.2K – – –
NFSG
468
Newbridge Financial Services Group
Florida
$1.2K – – –
SIA
469
SkyView Investment Advisors
New Jersey
$1K – – –
TFA
470
Transamerica Financial Advisors
Florida
$1K – – –
Kayne Anderson Rudnick Investment Management
471
Kayne Anderson Rudnick Investment Management
California
$933 – – –
WPA
472
West Paces Advisors
Georgia
$697 – – –
PPWM
473
PFG Private Wealth Management
Florida
$602 +$653 +19 New
PCTC
474
Perkins Coie Trust Company
Washington
$601 +$653 +19 New
IA
475
IFP Advisors
Florida
$570 – – –
17 18
19
20 21

INVH Hedge Fund Activity: Q3 2023 in Review

485 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invitation Homes (INVH) for Q3 2023, worth a combined $20B — down 7.6% from $21.7B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of INVH and 45 opened new positions — a net loss of 11 holders — while 165 trimmed existing stakes and 197 added.

The largest buyer was D1 Capital Partners, opening a new position worth an estimated $298M. The largest seller was Resolution Capital, cutting an estimated $125M.

  • 485 institutional investors held Invitation Homes (INVH) as of Q3 2023, down from 499 in Q2 2023.
  • Funds reported $20B of Invitation Homes stock for Q3 2023, down 7.6% quarter-over-quarter.
  • 45 funds opened new Invitation Homes positions in Q3 2023 and 56 closed out, a net change of -11 holders.
  • The largest Invitation Homes buyer in Q3 2023 was D1 Capital Partners, an estimated $298M added.
  • The largest Invitation Homes seller in Q3 2023 was Resolution Capital, an estimated $125M sold.

Based on aggregated 13F filings for Q3 2023.