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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
Parallax Volatility Advisers
526
Parallax Volatility Advisers
California
– -$2.18M -66,915 Closed
ECM
527
ExodusPoint Capital Management
New York
– -$2.02M -63,624 Closed
GCP
528
GSA Capital Partners
United Kingdom
– -$1.61M -50,737 Closed
OCBCO
529
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$1.23M -38,918 Closed
Group One Trading
530
Group One Trading
Illinois
– -$1.05M -32,327 Closed
VI
531
Versor Investments
New York
– -$848K -26,751 Closed
CC
532
Centiva Capital
New York
– -$630K -19,888 Closed
MFS
533
Mirabella Financial Services
United Kingdom
– -$527K -16,619 Closed
Capstone Investment Advisors
534
Capstone Investment Advisors
New York
– -$442K -13,592 Closed
APM
535
Advanced Portfolio Management
New York
– -$410K -12,940 Closed
FTUS
536
Flow Traders U.S.
New York
– -$408K -12,862 Closed
Wolverine Trading
537
Wolverine Trading
Illinois
– -$391K -12,008 Closed
AIA
538
Arrow Investment Advisors
Maryland
– -$355K -11,217 Closed
BCV
539
Banque Cantonale Vaudoise
Switzerland
– -$322K -10,160 Closed
VF
540
Virtu Financial
New York
– -$303K -9,566 Closed
FMAEN1
541
Fund Management at Engine No 1
California
– -$261K -8,228 Closed
IC
542
IEQ Capital
California
– -$224K -7,055 Closed
DC
543
Diametric Capital
Massachusetts
– -$219K -6,908 Closed
BFO
544
Biltmore Family Office
North Carolina
– -$200K -6,315 Closed
AWA
545
Artemis Wealth Advisors
New York
– -$156K -4,911 Closed
TWP
546
TFO Wealth Partners
Ohio
– -$28.4K -827 Closed
PMFA
547
Plante Moran Financial Advisors
Michigan
– -$21.7K -685 Closed
SS
548
Sunbelt Securities
Texas
– -$19K -600 Closed
PMAM
549
Picton Mahoney Asset Management
Ontario, Canada
– -$10K -340 Closed
CSPIA
550
Cary Street Partners Investment Advisory
Virginia
– -$10.5K -332 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.