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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
Russell Investments Group
26
Russell Investments Group
United Kingdom
$126M -$11.6M -324,169 -8%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$125M +$1.82M +50,881 +1%
Boston Partners
28
Boston Partners
Massachusetts
$115M +$2.12M +59,323 +2%
SEI Investments
29
SEI Investments
Pennsylvania
$115M -$29.4M -820,746 -20%
Bank of America
30
Bank of America
North Carolina
$106M +$25.6M +716,292 +31%
HSBC Holdings
31
HSBC Holdings
United Kingdom
$102M +$38.1M +1,065,892 +58%
Ameriprise
32
Ameriprise
Minnesota
$98.6M +$24.4M +682,666 +31%
Goldman Sachs
33
Goldman Sachs
New York
$98.2M -$12.9M -361,498 -11%
LIMS
34
Lasalle Investment Management Securities
Maryland
$97.4M +$5.48M +153,047 +6%
Macquarie Group
35
Macquarie Group
Australia
$82M +$4.09M +114,397 +5%
Amundi
36
Amundi
France
$78.8M +$34.5M +965,323 +68%
UBS Group
37
UBS Group
Switzerland
$69.6M +$17.4M +485,331 +33%
Schroder Investment Management Group
38
Schroder Investment Management Group
United Kingdom
$64.3M -$25.5M -714,181 -28%
Swiss National Bank
39
Swiss National Bank
Switzerland
$64.1M +$215K +6,000 +0.3%
Millennium Management
40
Millennium Management
New York
$47.2M -$80.5M -2,249,118 -63%
Deutsche Bank
41
Deutsche Bank
Germany
$46.9M +$6.96M +194,411 +17%
Mitsubishi UFJ Asset Management
42
Mitsubishi UFJ Asset Management
Japan
$42.9M +$1.22M +34,045 +3%
Prudential Financial
43
Prudential Financial
New Jersey
$42.1M -$5.13M -143,272 -11%
Citigroup
44
Citigroup
New York
$41.7M +$16.5M +460,128 +64%
Barclays
45
Barclays
United Kingdom
$41.7M -$11.5M -321,858 -21%
Asset Management One
46
Asset Management One
Japan
$40.6M -$446K -12,467 -1%
National Bank of Canada
47
National Bank of Canada
Quebec, Canada
$40.4M +$27.9M +780,760 +215%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$39.9M -$1.4M -39,195 -3%
AllianceBernstein
49
AllianceBernstein
Tennessee
$39.8M -$3.36M -93,830 -8%
Ohio Public Employees Retirement System (OPERS)
50
Ohio Public Employees Retirement System (OPERS)
Ohio
$37.1M -$2.1M -58,587 -5%

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.