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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
SDIC
151
South Dakota Investment Council
South Dakota
$5.78M – – –
ASRS
152
Arizona State Retirement System
Arizona
$5.74M +$40.6K +1,246 +0.7%
BMSSC
153
B. Metzler seel. Sohn & Co
Germany
$5.74M +$2.95M +90,600 +117%
SAM
154
Storebrand Asset Management
Norway
$5.65M +$114K +3,511 +2%
WBC
155
Westpac Banking Corp
Australia
$5.58M +$106K +3,255 +2%
UIM
156
USS Investment Management
United Kingdom
$5.46M -$853K -26,200 -14%
Mirae Asset Global Investments
157
Mirae Asset Global Investments
South Korea
$5.41M -$191K -5,882 -4%
SOMRS
158
State of Michigan Retirement System
Michigan
$5.37M -$6.51K -200 -0.1%
AIG
159
American International Group
New York
$5.16M -$44.8K -1,377 -0.9%
AB
160
Amalgamated Bank
New York
$5.14M -$43.1K -1,325 -0.9%
SMDAM
161
Sumitomo Mitsui DS Asset Management
Japan
$5.05M +$100K +3,074 +2%
Mackenzie Financial
162
Mackenzie Financial
Ontario, Canada
$4.94M -$11.1M -341,299 -70%
Janus Henderson Group
163
Janus Henderson Group
United Kingdom
$4.93M -$1.76M -54,091 -27%
VI
164
Vestcor Inc
New Brunswick, Canada
$4.79M +$2.47M +75,872 +118%
MIM
165
MetLife Investment Management
New Jersey
$4.79M -$86.3K -2,652 -2%
Natixis Advisors
166
Natixis Advisors
Massachusetts
$4.75M -$208K -6,400 -4%
NAM
167
Nissay Asset Management
Japan
$4.75M +$176K +5,414 +4%
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$4.7M -$4M -122,772 -47%
State of Tennessee, Department of Treasury
169
State of Tennessee, Department of Treasury
Tennessee
$4.65M -$2.31M -70,933 -34%
National Bank of Canada
170
National Bank of Canada
Quebec, Canada
$4.65M +$3.11M +95,591 +247%
ProShare Advisors
171
ProShare Advisors
Maryland
$4.64M +$962K +29,559 +28%
MG
172
Marex Group
$4.64M +$4.43M +136,000 New
LMGAM
173
Liberty Mutual Group Asset Management
Massachusetts
$4.31M +$213K +6,557 +5%
First Trust Advisors
174
First Trust Advisors
Illinois
$4.3M -$4.22M -129,771 -51%
TIM
175
Tevis Investment Management
Texas
$4.29M – – –
5 6
7
8 9

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.