Invitation Homes
INVH
308 hedge funds and large institutions have $13.4B invested in Invitation Homes in 2019 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 134 increasing their positions, 78 reducing their positions, and 24 closing their positions.
117% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 24
72% more repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 78
50% more funds holding in top 10
Funds holding in top 10: 10 → 15 (+5)
22% more capital invested
Capital invested by funds: $11B → $13.4B (+$2.41B)
10% more funds holding
Funds holding: 280 → 308 (+28)
0.16% more ownership
Funds ownership: 105.87% → 106.03% (+0.16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$209M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$151M |
| 3 |
AAMU
APG Asset Management US
New York
|
+$93.1M |
| 4 |
State Street
Boston,
Massachusetts
|
+$84.7M |
| 5 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
+$74.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Blackstone Inc
New York
|
-$900M |
| 2 |
SCRM
Security Capital Research & Management
Chicago,
Illinois
|
-$159M |
| 3 |
ZP
Zimmer Partners
New York
|
-$87.1M |
| 4 |
ACM
Adelante Capital Management
Alameda,
California
|
-$37.8M |
| 5 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$35.1M |
INVH Hedge Fund Activity: Q1 2019 in Review
308 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invitation Homes (INVH) for Q1 2019, worth a combined $13.4B — up 22% from $11B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new INVH positions and 24 closed out — a net gain of 28 holders — while 134 added to existing stakes and 78 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $209M. The largest seller was Blackstone Inc, cutting an estimated $900M.
- 308 institutional investors held Invitation Homes (INVH) as of Q1 2019, up from 280 in Q4 2018.
- Funds reported $13.4B of Invitation Homes stock for Q1 2019, up 22% quarter-over-quarter.
- 52 funds opened new Invitation Homes positions in Q1 2019 and 24 closed out, a net change of +28 holders.
- The largest Invitation Homes buyer in Q1 2019 was Cohen & Steers, an estimated $209M added.
- The largest Invitation Homes seller in Q1 2019 was Blackstone Inc, an estimated $900M sold.
Based on aggregated 13F filings for Q1 2019.