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Invitation Homes

370 hedge funds and large institutions have $16.4B invested in Invitation Homes in 2019 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 185 increasing their positions, 75 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 75

86% more call options, than puts

Call options by funds: $3.21M | Put options by funds: $1.73M

85% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 33

7% more funds holding

Funds holding: 345370 (+25)

2% more capital invested

Capital invested by funds: $16.2B → $16.4B (+$257M)

0.28% more ownership

Funds ownership: 101.59%101.88% (+0.28%)

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

Holders
370
Holders Change
+25
Holders Change %
+7.25%
% of All Funds
7.29%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.3%
New
61
Increased
185
Reduced
75
Closed
33
Calls
$3.21M
Puts
$1.73M
Net Calls
+$1.49M
Net Calls Change
+$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
Man Group
51
Man Group
United Kingdom
$51.6M +$36.2M +1,206,000 +233%
ACM
52
Adelante Capital Management
California
$48.6M +$7.3M +243,508 +18%
SEI Investments
53
SEI Investments
Pennsylvania
$47.8M -$6.46M -215,542 -12%
RGREA
54
Ranger Global Real Estate Advisors
Colorado
$47.6M +$27.4M +914,969 +136%
Balyasny Asset Management
55
Balyasny Asset Management
Illinois
$47.3M +$43M +1,435,973 +1,014%
CS
56
Credit Suisse
Switzerland
$45M -$14.6M -487,349 -25%
Schroder Investment Management Group
57
Schroder Investment Management Group
United Kingdom
$45M -$4.67M -155,845 -9%
SO
58
STRS Ohio
Ohio
$44.6M +$2.86M +95,254 +7%
DPIM
59
Duff & Phelps Investment Management
Illinois
$41.8M +$29.4M +980,665 +236%
Asset Management One
60
Asset Management One
Japan
$40.1M +$3.43M +114,326 +9%
Axa
61
Axa
France
$38.5M +$4.58M +152,690 +13%
CI
62
Cambiar Investors
Colorado
$36.4M -$2.3M -76,679 -6%
SCRM
63
Security Capital Research & Management
Illinois
$36.3M +$5M +166,740 +16%
PS
64
Presima Securities
Quebec, Canada
$35.9M -$947K -31,600 -3%
Korea Investment Corp
65
Korea Investment Corp
South Korea
$34.4M +$2.78M +92,600 +9%
WBC
66
Westpac Banking Corp
Australia
$34.4M -$142K -4,750 -0.4%
Allianz Asset Management
67
Allianz Asset Management
Germany
$32.8M +$55.6K +1,856 +0.2%
Canada Pension Plan Investment Board
68
Canada Pension Plan Investment Board
Ontario, Canada
$31.6M -$20.4M -680,912 -39%
UIC
69
Uniplan Investment Counsel
Wisconsin
$31.5M -$14M -467,922 -37%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$30.7M +$4.42M +147,609 +17%
State of New Jersey Common Pension Fund D
71
State of New Jersey Common Pension Fund D
New Jersey
$30.7M +$958K +31,961 +3%
Robeco Institutional Asset Management
72
Robeco Institutional Asset Management
Netherlands
$30.6M +$22M +734,673 +255%
Citadel Advisors
73
Citadel Advisors
Florida
$30.3M +$6.65M +221,734 +28%
UBS Group
74
UBS Group
Switzerland
$30M +$23.4M +781,513 +356%
NIPH
75
NN Investment Partners Holdings
Netherlands
$29.1M -$2.45M -81,800 -8%

INVH Hedge Fund Activity: Q4 2019 in Review

370 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invitation Homes (INVH) for Q4 2019, worth a combined $16.4B — up 1.6% from $16.2B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new INVH positions and 33 closed out — a net gain of 28 holders — while 185 added to existing stakes and 75 trimmed.

The largest buyer was Vanguard Group, adding an estimated $243M. The largest seller was Blackstone Inc, exiting entirely with an estimated $1.71B sold.

  • 370 institutional investors held Invitation Homes (INVH) as of Q4 2019, up from 345 in Q3 2019.
  • Funds reported $16.4B of Invitation Homes stock for Q4 2019, up 1.6% quarter-over-quarter.
  • 61 funds opened new Invitation Homes positions in Q4 2019 and 33 closed out, a net change of +28 holders.
  • The largest Invitation Homes buyer in Q4 2019 was Vanguard Group, an estimated $243M added.
  • The largest Invitation Homes seller in Q4 2019 was Blackstone Inc, an estimated $1.71B sold.

Based on aggregated 13F filings for Q4 2019.