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Invitation Homes

540 hedge funds and large institutions have $21.5B invested in Invitation Homes in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 202 increasing their positions, 204 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 60

1.7% more ownership

Funds ownership: 98.02%99.72% (+1.7%)

1% more funds holding

Funds holding: 535540 (+5)

0% less capital invested

Capital invested by funds: $21.6B → $21.5B (-$23M)

1% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 204

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

40% less call options, than puts

Call options by funds: $42.4M | Put options by funds: $71M

Holders
540
Holders Change
+5
Holders Change %
+0.93%
% of All Funds
7.75%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.17%
New
70
Increased
202
Reduced
204
Closed
60
Calls
$42.4M
Puts
$71M
Net Calls
-$28.6M
Net Calls Change
-$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PW
451
Paladin Wealth
Minnesota
$39.6K +$40.1K +1,122 New
CA
452
Clearstead Advisors
Ohio
$37.2K
Jones Financial Companies
453
Jones Financial Companies
Missouri
$36.2K +$24.5K +684 +198%
QL
454
Quarry LP
New York
$35.3K -$106K -2,965 -75%
MPWT
455
MassMutual Private Wealth & Trust
Connecticut
$35.2K +$215 +6 +0.6%
CAS
456
Coppell Advisory Solutions
Texas
$33.3K
DWS
457
Dynamic Wealth Strategies
California
$31K +$18.1K +507 +133%
CAM
458
Creekmur Asset Management
Illinois
$27.3K
UB
459
UMB Bank
Missouri
$26.2K -$930 -26 -3%
BFPW
460
BOK Financial Private Wealth
Colorado
$26.2K
C
461
Covestor
United Kingdom
$25K -$5.72K -160 -18%
PFBT
462
Parkside Financial Bank & Trust
Missouri
$24.5K -$8.37K -234 -25%
AF
463
Allworth Financial
California
$24.5K +$1.32K +37 +6%
SSB
464
Sandy Spring Bank
Maryland
$24.2K
WAG
465
Wiser Advisor Group
Arizona
$23.1K +$179 +5 +0.8%
CAL
466
Capital Analysts LLC
Pennsylvania
$23K +$7.51K +210 +47%
SAM
467
Smartleaf Asset Management
Massachusetts
$22.6K +$11.9K +332 +106%
HCA
468
Harbor Capital Advisors
Illinois
$20K +$20.2K +565 New
AGWCA
469
Annis Gardner Whiting Capital Advisors
Florida
$19.9K -$394 -11 -2%
LC
470
Lindbrook Capital
California
$19.9K -$36 -1 -0.2%
RTL
471
Red Tortoise LLC
Georgia
$17.9K +$143 +4 +0.8%
NA
472
NewEdge Advisors
Louisiana
$16K +$36 +1 +0.2%
PCFFS
473
Pacific Center for Financial Services
California
$15.4K
FMII
474
Farmers & Merchants Investments Inc
Nebraska
$14.5K
CAL
475
Capital Advisors Ltd
Ohio
$14K

INVH Hedge Fund Activity: Q3 2024 in Review

540 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invitation Homes (INVH) for Q3 2024, worth a combined $21.5B — down 0.11% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new INVH positions and 60 closed out — a net gain of 10 holders — while 202 added to existing stakes and 204 trimmed.

The largest buyer was Norges Bank, adding an estimated $423M. The largest seller was D1 Capital Partners, exiting entirely with an estimated $122M sold.

  • 540 institutional investors held Invitation Homes (INVH) as of Q3 2024, up from 535 in Q2 2024.
  • Funds reported $21.5B of Invitation Homes stock for Q3 2024, down 0.11% quarter-over-quarter.
  • 70 funds opened new Invitation Homes positions in Q3 2024 and 60 closed out, a net change of +10 holders.
  • The largest Invitation Homes buyer in Q3 2024 was Norges Bank, an estimated $423M added.
  • The largest Invitation Homes seller in Q3 2024 was D1 Capital Partners, an estimated $122M sold.

Based on aggregated 13F filings for Q3 2024.