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Invitation Homes

499 hedge funds and large institutions have $21.7B invested in Invitation Homes in 2023 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 172 increasing their positions, 188 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more call options, than puts

Call options by funds: $60.4M | Put options by funds: $17M

136% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 28

9% more capital invested

Capital invested by funds: $19.9B → $21.7B (+$1.8B)

8% more funds holding

Funds holding: 463499 (+36)

9% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 188

1.05% less ownership

Funds ownership: 104.27%103.23% (-1%)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
499
Holders Change
+36
Holders Change %
+7.78%
% of All Funds
7.83%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.2%
New
66
Increased
172
Reduced
188
Closed
28
Calls
$60.4M
Puts
$17M
Net Calls
+$43.4M
Net Calls Change
+$35.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
51
Victory Capital Management
Texas
$38.3M -$231K -6,906 -0.6%
Barclays
52
Barclays
United Kingdom
$38.2M -$6.16M -184,271 -14%
UBS Group
53
UBS Group
Switzerland
$37.7M +$18.1M +540,992 +97%
BAMCO Inc
54
BAMCO Inc
New York
$36.9M +$13.2M +393,611 +58%
State of New Jersey Common Pension Fund D
55
State of New Jersey Common Pension Fund D
New Jersey
$36.7M
Ohio Public Employees Retirement System (OPERS)
56
Ohio Public Employees Retirement System (OPERS)
Ohio
$36.1M -$1.06M -31,734 -3%
NIG
57
NFJ Investment Group
Texas
$35.3M -$1.08M -32,281 -3%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$34.1M -$871K -26,058 -3%
KeyBank National Association
59
KeyBank National Association
Ohio
$32.1M -$2.43M -72,715 -7%
WCM
60
Woodson Capital Management
Connecticut
$32M -$10.7M -320,000 -26%
ACM
61
Adelante Capital Management
California
$30.3M -$3.79M -113,410 -11%
Canada Life
62
Canada Life
Manitoba, Canada
$30.2M -$642K -19,199 -2%
Mitsubishi UFJ Asset Management
63
Mitsubishi UFJ Asset Management
Japan
$29.5M +$2.1M +62,929 +8%
National Pension Service
64
National Pension Service
South Korea
$28.1M +$444K +13,300 +2%
Wells Fargo
65
Wells Fargo
California
$27.7M -$3.06M -91,645 -10%
Nomura Asset Management
66
Nomura Asset Management
Japan
$27.6M +$670K +20,058 +3%
T. Rowe Price Associates
67
T. Rowe Price Associates
Maryland
$26.6M +$74K +2,216 +0.3%
HS
68
Hazelview Securities
Ontario, Canada
$25.1M +$24.2M +723,368 New
CS
69
Credit Suisse
Switzerland
$25M -$2.48M -74,250 -9%
Mackenzie Financial
70
Mackenzie Financial
Ontario, Canada
$23M +$20.1M +601,416 +1,040%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$22.4M -$614K -18,380 -3%
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$21.2M -$516K -15,443 -2%
CCM
73
Chilton Capital Management
Texas
$21.1M -$1.32M -39,555 -6%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$21.1M +$4.52M +135,222 +28%
VLKIM
75
Van Lanschot Kempen Investment Management
Netherlands
$19.6M -$2.23M -66,700 -10%

INVH Hedge Fund Activity: Q2 2023 in Review

499 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invitation Homes (INVH) for Q2 2023, worth a combined $21.7B — up 9.1% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new INVH positions and 28 closed out — a net gain of 38 holders — while 172 added to existing stakes and 188 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $243M. The largest seller was Resolution Capital, cutting an estimated $151M.

  • 499 institutional investors held Invitation Homes (INVH) as of Q2 2023, up from 463 in Q1 2023.
  • Funds reported $21.7B of Invitation Homes stock for Q2 2023, up 9.1% quarter-over-quarter.
  • 66 funds opened new Invitation Homes positions in Q2 2023 and 28 closed out, a net change of +38 holders.
  • The largest Invitation Homes buyer in Q2 2023 was JP Morgan Chase, an estimated $243M added.
  • The largest Invitation Homes seller in Q2 2023 was Resolution Capital, an estimated $151M sold.

Based on aggregated 13F filings for Q2 2023.