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Invitation Homes

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: 1416 (+2)

8% more capital invested

Capital invested by funds: $20B → $21.7B (+$1.69B)

7% more funds holding

Funds holding: 485521 (+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
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