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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
Kayne Anderson Rudnick Investment Management
501
Kayne Anderson Rudnick Investment Management
California
$1.01K – – –
TFA
502
Transamerica Financial Advisors
Florida
$1K – – –
RCM
503
Raleigh Capital Management
North Carolina
$853 +$814 +25 New
WPA
504
West Paces Advisors
Georgia
$750 – – –
PPWM
505
PFG Private Wealth Management
Florida
$653 +$33 +1 +5%
OP
506
ORG Partners
Indiana
$614 -$4.26K -131 -88%
IA
507
IFP Advisors
Florida
$614 – – –
AWM
508
Abound Wealth Management
Tennessee
$479 – – –
FHA
509
First Horizon Advisors
Tennessee
$478 – – –
PIM
510
Plato Investment Management
Australia
$477 +$456 +14 New
KFS
511
Kelly Financial Services
Massachusetts
$443 – – –
EWM
512
Evermay Wealth Management
Virginia
$342 +$325 +10 New
WWM
513
Wolff Wiese Magana
California
$342 +$325 +10 New
CTA
514
Colonial Trust Advisors
South Carolina
$341 +$325 +10 New
VCM
515
Versant Capital Management
Arizona
$307 -$293 -9 -50%
JWM
516
Janiczek Wealth Management
Colorado
$239 – – –
AP
517
Aspect Partners
Virginia
$239 +$228 +7 New
LFG
518
Larson Financial Group
Missouri
$136 +$130 +4 New
FGAM
519
Financial Gravity Asset Management
Texas
$55 +$33 +1 New
GWSA
520
Global Wealth Strategies & Associates
Colorado
$26 – – –
DWM
521
Dogwood Wealth Management
Kansas
$3 – – –
ESCM
522
Echo Street Capital Management
New York
– -$82.7M -2,608,942 Closed
UOC
523
UBS O'Connor
Illinois
– -$9.85M -310,777 Closed
Adage Capital Partners
524
Adage Capital Partners
Massachusetts
– -$2.98M -94,081 Closed
D.E. Shaw & Co
525
D.E. Shaw & Co
New York
– -$2.46M -77,481 Closed
19 20
21
22 23

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.