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Invitation Homes
INVH

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: 14 → 16 (+2)

8% more capital invested

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

7% more funds holding

Funds holding: 485 → 521 (+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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$357M
2
Boston Partners
Boston Partners
Massachusetts
+$100M
3
Goldman Sachs
Goldman Sachs
New York
+$73M
4
Cohen & Steers
Cohen & Steers
New York
+$32.8M
5
State Street
State Street
Massachusetts
+$30.2M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$409M
2
ESCM
Echo Street Capital Management
New York
-$82.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$68.6M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$49.1M
5
DCP
D1 Capital Partners
New York
-$39.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SEI Investments
26
SEI Investments
Pennsylvania
$153M +$15.4M +473,252 +12%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$147M +$1.32M +40,558 +1%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$145M -$949K -29,154 -0.7%
LIMS
29
Lasalle Investment Management Securities
Maryland
$118M +$2.87M +88,236 +3%
JP Morgan Chase
30
JP Morgan Chase
New York
$113M -$409M -12,573,050 -79%
Boston Partners
31
Boston Partners
Massachusetts
$105M +$100M +3,086,524 New
Ameriprise
32
Ameriprise
Minnesota
$96.5M +$1.68M +51,634 +2%
Schroder Investment Management Group
33
Schroder Investment Management Group
United Kingdom
$95.8M -$1.81M -55,485 -2%
N
34
Nuveen
North Carolina
$93.7M +$2.68M +82,223 +3%
Bank of America
35
Bank of America
North Carolina
$88.9M -$1.45M -44,472 -2%
Barclays
36
Barclays
United Kingdom
$81.2M +$12.5M +384,548 +19%
Macquarie Group
37
Macquarie Group
Australia
$80.5M +$4.21M +129,282 +6%
HRES
38
Heitman Real Estate Securities
Illinois
$79.1M +$15.6M +478,532 +26%
HSBC Holdings
39
HSBC Holdings
United Kingdom
$72.5M +$4.91M +150,781 +8%
Swiss National Bank
40
Swiss National Bank
Switzerland
$65.3M -$1.78M -54,600 -3%
Millennium Management
41
Millennium Management
New York
$64.6M +$4.64M +142,535 +8%
Amundi
42
Amundi
France
$64.1M +$12.8M +394,201 +26%
ACM
43
AEW Capital Management
Massachusetts
$61.6M -$3.85M -118,220 -6%
AllianceBernstein
44
AllianceBernstein
Tennessee
$51.7M -$1.61M -49,443 -3%
FFB
45
First Financial Bankshares
Texas
$45.1M +$43M +1,322,304 New
Prudential Financial
46
Prudential Financial
New Jersey
$44.9M -$24.7M -760,180 -37%
Asset Management One
47
Asset Management One
Japan
$43.4M -$337K -10,361 -0.8%
DPIM
48
Duff & Phelps Investment Management
Illinois
$41M +$3.08M +94,500 +9%
American Century Companies
49
American Century Companies
Missouri
$40.4M -$2.24M -68,809 -5%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$39.8M -$462K -14,192 -1%
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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.