We are live on ! Find out more
INVH icon

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
Victory Capital Management
51
Victory Capital Management
Texas
$38.7M -$1.1M -33,778 -3%
BAMCO Inc
52
BAMCO Inc
New York
$37.7M -$1.45M -44,585 -4%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$37.5M -$1.66M -50,990 -4%
Ohio Public Employees Retirement System (OPERS)
54
Ohio Public Employees Retirement System (OPERS)
Ohio
$36.9M +$251K +7,701 +0.7%
State of New Jersey Common Pension Fund D
55
State of New Jersey Common Pension Fund D
New Jersey
$34.7M – – –
Canada Life
56
Canada Life
Manitoba, Canada
$34M +$3.1M +95,129 +11%
DZ Bank
57
DZ Bank
Germany
$33M +$9.19M +282,235 +41%
Deutsche Bank
58
Deutsche Bank
Germany
$33M +$1.36M +41,672 +5%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$32.7M +$292K +8,964 +0.9%
NIG
60
NFJ Investment Group
Texas
$31.7M -$2.13M -65,498 -7%
Mitsubishi UFJ Asset Management
61
Mitsubishi UFJ Asset Management
Japan
$31.5M +$1.66M +51,064 +6%
KeyBank National Association
62
KeyBank National Association
Ohio
$31M -$625K -19,216 -2%
HS
63
Hazelview Securities
Ontario, Canada
$29.1M +$5.14M +157,838 +22%
Allianz Asset Management
64
Allianz Asset Management
Germany
$28.5M -$15.5M -475,783 -36%
National Pension Service
65
National Pension Service
South Korea
$28.2M – – –
ACM
66
Adelante Capital Management
California
$27.9M -$1.35M -41,330 -5%
Nomura Asset Management
67
Nomura Asset Management
Japan
$27.8M +$323K +9,939 +1%
Marshall Wace
68
Marshall Wace
United Kingdom
$26.8M +$25.6M +785,878 New
Point72 Asset Management
69
Point72 Asset Management
Connecticut
$26.7M +$6.71M +206,296 +36%
T. Rowe Price Associates
70
T. Rowe Price Associates
Maryland
$26.2M +$353K +10,847 +1%
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$25.9M +$19.2M +591,172 +349%
Neuberger Berman Group
72
Neuberger Berman Group
New York
$25.6M -$9.96M -306,153 -29%
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$25.6M +$34.4K +1,057 +0.1%
CS
74
Credit Suisse
Switzerland
$25.4M -$199K -6,105 -0.8%
JAM
75
Jupiter Asset Management
United Kingdom
$24.5M +$21.8M +669,332 +1,389%
1 2
3
4 5

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.