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Invitation Homes

525 hedge funds and large institutions have $19.6B invested in Invitation Homes in 2024 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 178 increasing their positions, 211 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

7% more call options, than puts

Call options by funds: $35.9M | Put options by funds: $33.5M

0.31% more ownership

Funds ownership: 99.72%100.03% (+0.31%)

3% less funds holding

Funds holding: 540525 (-15)

9% less capital invested

Capital invested by funds: $21.5B → $19.6B (-$1.94B)

10% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 79

16% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 211

Holders
525
Holders Change
-15
Holders Change %
-2.78%
% of All Funds
6.92%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.18%
New
71
Increased
178
Reduced
211
Closed
79
Calls
$35.9M
Puts
$33.5M
Net Calls
+$2.47M
Net Calls Change
+$31M
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
501
TD Private Client Wealth
New York
$1.15K -$267 -8 -18%
Kayne Anderson Rudnick Investment Management
502
Kayne Anderson Rudnick Investment Management
California
$981
CWP
503
Clark Wealth Partners
Illinois
$927 +$968 +29 New
PTC
504
Private Trust Company
Ohio
$831
CSWM
505
Cassady Schiller Wealth Management
Ohio
$831 +$868 +26 New
WCM
506
WealthTrak Capital Management
Virginia
$800 +$835 +25 New
FMP
507
Financial Management Professionals
Texas
$703 -$2.2K -66 -75%
WPA
508
West Paces Advisors
Georgia
$703
FHA
509
First Horizon Advisors
Tennessee
$448
PPWM
510
PFG Private Wealth Management
Florida
$440 -$200 -6 -30%
OSNBOA
511
Old Second National Bank of Aurora
Illinois
$416 +$434 +13 New
MCM
512
MAI Capital Management
Ohio
$384 +$401 +12 New
CT
513
Colonial Trust
South Carolina
$382 -$33 -1 -8%
WWM
514
Wolff Wiese Magana
California
$320
NL
515
NVWM LLC
Pennsylvania
$320 +$167 +5 +100%
CAM
516
Chesapeake Asset Management
New York
$319 +$167 +5 +100%
WW
517
Winnow Wealth
Texas
$301 +$334 +10 New
NC
518
NewSquare Capital
Pennsylvania
$256 +$267 +8 New
AP
519
Aspect Partners
Virginia
$224 -$167 -5 -42%
TFM
520
TFC Financial Management
Massachusetts
$192
PWA
521
Principia Wealth Advisory
Texas
$160 +$167 +5 New
CIA
522
Cape Investment Advisory
Georgia
$96 +$100 +3 New
NS
523
NBC Securities
Alabama
$66 -$75.7K -2,266 -100%
LSA
524
Leonteq Securities AG
Switzerland
$64 +$67 +2 New
OP
525
ORG Partners
Indiana
$42

INVH Hedge Fund Activity: Q4 2024 in Review

525 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invitation Homes (INVH) for Q4 2024, worth a combined $19.6B — down 9% from $21.5B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of INVH and 71 opened new positions — a net loss of 8 holders — while 211 trimmed existing stakes and 178 added.

The largest buyer was JP Morgan Chase, adding an estimated $156M. The largest seller was UBS AM, cutting an estimated $166M.

  • 525 institutional investors held Invitation Homes (INVH) as of Q4 2024, down from 540 in Q3 2024.
  • Funds reported $19.6B of Invitation Homes stock for Q4 2024, down 9% quarter-over-quarter.
  • 71 funds opened new Invitation Homes positions in Q4 2024 and 79 closed out, a net change of -8 holders.
  • The largest Invitation Homes buyer in Q4 2024 was JP Morgan Chase, an estimated $156M added.
  • The largest Invitation Homes seller in Q4 2024 was UBS AM, an estimated $166M sold.

Based on aggregated 13F filings for Q4 2024.