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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
PVH
476
Psagot Value Holdings
Israel
$4K +$3.25K +100 +1,111%
CFB
477
Cullen/Frost Bankers
Texas
$3.92K – – –
UB
478
UMB Bank
Missouri
$3.51K -$1.27K -39 -27%
BIA
479
Bell Investment Advisors
California
$3.41K -$521 -16 -14%
MTIC
480
Missouri Trust & Investment Company
Missouri
$3.41K – – –
GEA
481
Glen Eagle Advisors
New Jersey
$3.41K +$1.63K +50 +100%
CFD
482
Creative Financial Designs
Indiana
$3.27K +$3.12K +96 New
BWL
483
Bogart Wealth LLC
Virginia
$3.03K +$33 +1 +1%
CG
484
Cutler Group
California
$3K -$976 -30 -25%
VWM
485
Venturi Wealth Management
Texas
$2.93K +$130 +4 +5%
PWMG
486
Prestige Wealth Management Group
New Jersey
$2.61K – – –
CFO
487
CVA Family Office
Colorado
$2.39K +$2.28K +70 New
CPG
488
Cornerstone Planning Group
New Jersey
$2.22K +$33 +1 +2%
CP
489
Castleview Partners
Texas
$2.01K – – –
Loomis, Sayles & Company
490
Loomis, Sayles & Company
Massachusetts
$2K – – –
CAL
491
Capital Advisors Ltd
Ohio
$2K +$2.08K +64 New
S
492
Sachetta
Massachusetts
$1.85K +$1.76K +54 New
AssetMark Inc
493
AssetMark Inc
California
$1.81K +$1.73K +53 New
HI
494
Harbour Investments
Wisconsin
$1.74K +$423 +13 +34%
EWA
495
EverSource Wealth Advisors
Alabama
$1.6K -$16.1K -494 -91%
T
496
Tidemark
California
$1.36K +$1.3K +40 New
NFSG
497
Newbridge Financial Services Group
Florida
$1.3K – – –
DF
498
Dunhill Financial
United Kingdom
$1.23K +$1.17K +36 New
TPCW
499
TD Private Client Wealth
New York
$1.13K -$13.2K -407 -93%
TCWA
500
Turtle Creek Wealth Advisors
Texas
$1.13K +$1.07K +33 New
18 19
20
21 22

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.