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Invitation Homes
INVH

463 hedge funds and large institutions have $19.9B invested in Invitation Homes in 2023 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 166 increasing their positions, 175 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 54

13% more call options, than puts

Call options by funds: $66.7M | Put options by funds: $59.1M

7% more funds holding in top 10

Funds holding in top 10: 15 → 16 (+1)

7% more capital invested

Capital invested by funds: $18.7B → $19.9B (+$1.24B)

0.05% more ownership

Funds ownership: 104.22% → 104.27% (+0.05%)

0% more funds holding

Funds holding: 463 → 463 (0)

5% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 175

Holders
463
Holders Change
–
Holders Change %
0%
% of All Funds
7.38%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.25%
New
63
Increased
166
Reduced
175
Closed
54
Calls
$66.7M
Puts
$59.1M
Net Calls
+$7.59M
Net Calls Change
+$61.8M

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$168M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
+$60.9M
3
RC
Resolution Capital
Australia
+$60M
4
WCP
Waterfront Capital Partners
New York
+$56.9M
5
Millennium Management
Millennium Management
New York
+$53M

Top Sellers

Rank Fund Capital Flow
1
Swedbank
Swedbank
Sweden
-$74.7M
2
DPIM
Duff & Phelps Investment Management
Illinois
-$64.4M
3
Ameriprise
Ameriprise
Minnesota
-$52.7M
4
Invesco
Invesco
Georgia
-$48.6M
5
SO
STRS Ohio
Ohio
-$38.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Simplex Trading
501
Simplex Trading
Illinois
– -$13.1K -418 Closed
CF
502
Concorde Financial
Texas
– -$5.91K -175 Closed
Jones Financial Companies
503
Jones Financial Companies
Missouri
– -$4K -137 Closed
DFCM
504
Dark Forest Capital Management
Puerto Rico
– -$3.65K -123 Closed
IFAM
505
Institutional & Family Asset Management
Colorado
– -$2.96K -100 Closed
GWM
506
Geneos Wealth Management
Colorado
– -$2.66K -90 Closed
RTL
507
Red Tortoise LLC
Georgia
– -$2.55K -86 Closed
UB
508
UMB Bank
Missouri
– -$2K -76 Closed
FA
509
Fiduciary Alliance
South Carolina
– -$1.75K -59 Closed
BHWM
510
Beaird Harris Wealth Management
Texas
– -$1.72K -58 Closed
PTC
511
Private Trust Company
Ohio
– -$1K -39 Closed
AssetMark Inc
512
AssetMark Inc
California
– -$563 -19 Closed
CAL
513
Capital Advisors Ltd
Ohio
– -$1K -17 Closed
AWM
514
Accurate Wealth Management
Florida
– -$298 -10 Closed
FMP
515
Financial Management Professionals
Texas
– +$219 +7 New
GKIM
516
GW&K Investment Management
Massachusetts
– +$251 +8 New
SIA
517
SkyView Investment Advisors
New Jersey
– +$313 +10 New
17 18 19 20
21

INVH Hedge Fund Activity: Q1 2023 in Review

463 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invitation Homes (INVH) for Q1 2023, worth a combined $19.9B — up 6.7% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new INVH positions and 54 closed out — a net gain of 9 holders — while 166 added to existing stakes and 175 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $168M. The largest seller was Swedbank, cutting an estimated $74.7M.

  • 463 institutional investors held Invitation Homes (INVH) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $19.9B of Invitation Homes stock for Q1 2023, up 6.7% quarter-over-quarter.
  • 63 funds opened new Invitation Homes positions in Q1 2023 and 54 closed out, a net change of +9 holders.
  • The largest Invitation Homes buyer in Q1 2023 was Cohen & Steers, an estimated $168M added.
  • The largest Invitation Homes seller in Q1 2023 was Swedbank, an estimated $74.7M sold.

Based on aggregated 13F filings for Q1 2023.