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Invitation Homes

525 hedge funds and large institutions have $19.6B invested in Invitation Homes in 2024 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 178 increasing their positions, 211 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

7% more call options, than puts

Call options by funds: $35.9M | Put options by funds: $33.5M

0.31% more ownership

Funds ownership: 99.72%100.03% (+0.31%)

3% less funds holding

Funds holding: 540525 (-15)

9% less capital invested

Capital invested by funds: $21.5B → $19.6B (-$1.94B)

10% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 79

16% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 211

Holders
525
Holders Change
-15
Holders Change %
-2.78%
% of All Funds
6.92%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.18%
New
71
Increased
178
Reduced
211
Closed
79
Calls
$35.9M
Puts
$33.5M
Net Calls
+$2.47M
Net Calls Change
+$31M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
476
Synergy Asset Management
Washington
$5.18K +$4.91K +147 New
WSFS
477
Wilmington Savings Fund Society
Delaware
$5.12K -$401 -12 -7%
TAM
478
Tucker Asset Management
Colorado
$4.8K +$5.01K +150 New
MCM
479
MV Capital Management
Maryland
$4.7K -$701 -21 -13%
KFI
480
Key Financial Inc
Pennsylvania
$4.06K
TH
481
TCTC Holdings
Texas
$3.87K +$4.04K +121 New
DF
482
Dunhill Financial
United Kingdom
$3.6K +$935 +28 +33%
RCM
483
Raleigh Capital Management
North Carolina
$3.36K +$200 +6 +6%
BIA
484
Bell Investment Advisors
California
$3.2K
GEA
485
Glen Eagle Advisors
New Jersey
$3.2K
MTIC
486
Missouri Trust & Investment Company
Missouri
$3.2K
CFD
487
Creative Financial Designs
Indiana
$3.07K
MSWM
488
Mowery & Schoenfeld Wealth Management
Illinois
$2.97K +$3.1K +93 New
S
489
Sachetta
Massachusetts
$2.95K +$968 +29 +46%
VCM
490
Versant Capital Management
Arizona
$2.75K +$2.57K +77 +856%
CPG
491
Cornerstone Planning Group
New Jersey
$2.54K -$1.27K -38 -32%
LFG
492
Larson Financial Group
Missouri
$2.08K -$501 -15 -19%
AF
493
Advisornet Financial
Minnesota
$2.05K -$4.78K -143 -69%
HWM
494
Hemington Wealth Management
Virginia
$2K
BA
495
Bellwether Advisors
Nebraska
$1.98K +$2.07K +62 New
HI
496
Harbour Investments
Wisconsin
$1.73K -$1.47K -44 -45%
AWM
497
Avior Wealth Management
Nebraska
$1.66K +$868 +26 +100%
IA
498
IFP Advisors
Florida
$1.41K -$49.2K -1,474 -97%
CA
499
Continuum Advisory
Idaho
$1.41K
CWC
500
Carolinas Wealth Consulting
North Carolina
$1.34K +$1.4K +42 New

INVH Hedge Fund Activity: Q4 2024 in Review

525 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invitation Homes (INVH) for Q4 2024, worth a combined $19.6B — down 9% from $21.5B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of INVH and 71 opened new positions — a net loss of 8 holders — while 211 trimmed existing stakes and 178 added.

The largest buyer was JP Morgan Chase, adding an estimated $156M. The largest seller was UBS AM, cutting an estimated $166M.

  • 525 institutional investors held Invitation Homes (INVH) as of Q4 2024, down from 540 in Q3 2024.
  • Funds reported $19.6B of Invitation Homes stock for Q4 2024, down 9% quarter-over-quarter.
  • 71 funds opened new Invitation Homes positions in Q4 2024 and 79 closed out, a net change of -8 holders.
  • The largest Invitation Homes buyer in Q4 2024 was JP Morgan Chase, an estimated $156M added.
  • The largest Invitation Homes seller in Q4 2024 was UBS AM, an estimated $166M sold.

Based on aggregated 13F filings for Q4 2024.