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Invitation Homes
INVH

485 hedge funds and large institutions have $20B invested in Invitation Homes in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 197 increasing their positions, 165 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $39M | Put options by funds: $25.2M

19% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 165

8% more funds holding in top 10

Funds holding in top 10: 13 → 14 (+1)

0.17% more ownership

Funds ownership: 103.23% → 103.4% (+0.17%)

3% less funds holding

Funds holding: 499 → 485 (-14)

8% less capital invested

Capital invested by funds: $21.7B → $20B (-$1.66B)

20% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 56

Holders
485
Holders Change
-14
Holders Change %
-2.81%
% of All Funds
7.7%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
45
Increased
197
Reduced
165
Closed
56
Calls
$39M
Puts
$25.2M
Net Calls
+$13.7M
Net Calls Change
-$29.7M

Top Buyers

1
DCP
D1 Capital Partners
New York
+$298M
2
Morgan Stanley
Morgan Stanley
New York
+$50.4M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$42.8M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$37.1M
5
Barclays
Barclays
United Kingdom
+$30.4M

Top Sellers

1
RC
Resolution Capital
Australia
-$125M
2
CIM
Centersquare Investment Management
Pennsylvania
-$110M
3
BlackRock
BlackRock
New York
-$34.1M
4
Cohen & Steers
Cohen & Steers
New York
-$34.1M
5
Deutsche Bank
Deutsche Bank
Germany
-$28.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
501
CM Wealth Advisors
Ohio
– -$571K -16,107 Closed
Man Group
502
Man Group
United Kingdom
– -$526K -15,300 Closed
QT
503
Quantbot Technologies
New York
– -$466K -13,542 Closed
KI
504
Kapitalo Investimentos
Brazil
– -$459K -13,357 Closed
FM
505
Foster & Motley
Ohio
– -$403K -11,717 Closed
Rockefeller Capital Management
506
Rockefeller Capital Management
New York
– -$341K -9,924 Closed
PP
507
Paloma Partners
Connecticut
– -$340K -9,888 Closed
IIM
508
INTECH Investment Management
Florida
– -$327K -9,492 Closed
TNA
509
True North Advisors
Texas
– -$287K -8,330 Closed
TSS
510
Two Sigma Securities
New York
– -$280K -8,135 Closed
V
511
Veritable
Delaware
– -$276K -8,022 Closed
JWCA
512
J.W. Cole Advisors
Florida
– -$271K -7,873 Closed
WAM
513
Weiss Asset Management
Massachusetts
– -$271K -7,870 Closed
IAA
514
Independent Advisor Alliance
North Carolina
– -$265K -7,691 Closed
BJL
515
Brighton Jones LLC
Washington
– -$259K -7,528 Closed
BFG
516
Bleakley Financial Group
New Jersey
– -$238K -6,922 Closed
SS
517
Simplicity Solutions
Minnesota
– -$227K -6,599 Closed
HKIMG
518
Hutchens & Kramer Investment Management Group
Indiana
– -$222K -6,449 Closed
JIC
519
Johnson Investment Counsel
Ohio
– -$220K -6,401 Closed
Commonwealth Equity Services
520
Commonwealth Equity Services
Massachusetts
– -$217K -6,302 Closed
MWA
521
Meridian Wealth Advisors
Texas
– -$215K -6,253 Closed
CM
522
Capula Management
Cayman Islands
– -$204K -5,920 Closed
MNBTD
523
Moody National Bank Trust Division
Texas
– -$202K -5,861 Closed
CF
524
Centaurus Financial
California
– -$100K -2,910 Closed
FWM
525
Focused Wealth Management
New York
– -$68.8K -2,000 Closed
18 19 20
21
22

INVH Hedge Fund Activity: Q3 2023 in Review

485 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invitation Homes (INVH) for Q3 2023, worth a combined $20B — down 7.6% from $21.7B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of INVH and 45 opened new positions — a net loss of 11 holders — while 165 trimmed existing stakes and 197 added.

The largest buyer was D1 Capital Partners, opening a new position worth an estimated $298M. The largest seller was Resolution Capital, cutting an estimated $125M.

  • 485 institutional investors held Invitation Homes (INVH) as of Q3 2023, down from 499 in Q2 2023.
  • Funds reported $20B of Invitation Homes stock for Q3 2023, down 7.6% quarter-over-quarter.
  • 45 funds opened new Invitation Homes positions in Q3 2023 and 56 closed out, a net change of -11 holders.
  • The largest Invitation Homes buyer in Q3 2023 was D1 Capital Partners, an estimated $298M added.
  • The largest Invitation Homes seller in Q3 2023 was Resolution Capital, an estimated $125M sold.

Based on aggregated 13F filings for Q3 2023.