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Invitation Homes

535 hedge funds and large institutions have $21.6B invested in Invitation Homes in 2024 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 222 increasing their positions, 183 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 35

21% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 183

5% more funds holding

Funds holding: 510535 (+25)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

2% less capital invested

Capital invested by funds: $22B → $21.6B (-$429M)

2.96% less ownership

Funds ownership: 100.98%98.02% (-3%)

27% less call options, than puts

Call options by funds: $14.4M | Put options by funds: $19.7M

Holders
535
Holders Change
+25
Holders Change %
+4.9%
% of All Funds
7.73%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
67
Increased
222
Reduced
183
Closed
35
Calls
$14.4M
Puts
$19.7M
Net Calls
-$5.26M
Net Calls Change
-$23.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
501
Creative Financial Designs
Indiana
$3.44K
PWMG
502
Prestige Wealth Management Group
New Jersey
$2.75K -$241K -6,933 -99%
AssetMark Inc
503
AssetMark Inc
California
$2.67K +$2.57K +74 New
EWA
504
EverSource Wealth Advisors
Alabama
$2.58K +$1.11K +32 +78%
HI
505
Harbour Investments
Wisconsin
$2.48K -$2.05K -59 -46%
TPCW
506
TD Private Client Wealth
New York
$2.23K +$1.01K +29 +88%
S
507
Sachetta
Massachusetts
$2.21K +$313 +9 +17%
CWP
508
Concord Wealth Partners
Virginia
$1.94K +$1.88K +54 New
DF
509
Dunhill Financial
United Kingdom
$1.58K +$35 +1 +2%
CP
510
Castleview Partners
Texas
$1.15K
Kayne Anderson Rudnick Investment Management
511
Kayne Anderson Rudnick Investment Management
California
$1.08K +$35 +1 +3%
Loomis, Sayles & Company
512
Loomis, Sayles & Company
Massachusetts
$1K -$1.15K -33 -67%
TFA
513
Transamerica Financial Advisors
Florida
$1K
IAIM
514
International Assets Investment Management
Florida
$969 +$938 +27 New
CFB
515
Cullen/Frost Bankers
Texas
$933 -$3.09K -89 -77%
TWP
516
Triad Wealth Partners
Kansas
$825 +$799 +23 New
WPA
517
West Paces Advisors
Georgia
$790
UWS
518
Unique Wealth Strategies
Illinois
$712 +$695 +20 New
PPWM
519
PFG Private Wealth Management
Florida
$699
AWM
520
Avior Wealth Management
Nebraska
$681 -$109K -3,146 -99%
FHA
521
First Horizon Advisors
Tennessee
$502
AWM
522
Abound Wealth Management
Tennessee
$467 -$35 -1 -7%
KFS
523
Kelly Financial Services
Massachusetts
$467
MA
524
MCF Advisors
Kentucky
$435
AP
525
Aspect Partners
Virginia
$431