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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
RS
176
Robeco Schweiz
Switzerland
$4.26M – – –
Calamos Advisors
177
Calamos Advisors
Illinois
$4.25M +$30.9K +950 +0.8%
GI
178
Gradient Investments
Minnesota
$4.21M +$174K +5,350 +5%
WTC
179
WhitTier Trust Company
Nevada
$4.15M +$83.4K +2,562 +2%
II
180
IFM Investors
Australia
$4.13M – – –
Robeco Institutional Asset Management
181
Robeco Institutional Asset Management
Netherlands
$4.13M +$2.4M +73,783 +156%
Skandinaviska Enskilda Banken (SEB)
182
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.06M -$39.1K -1,200 -1%
TPSF
183
Texas Permanent School Fund
Texas
$4.05M -$2.9K -89 -0.1%
HCM
184
HGI Capital Management
New York
$3.98M -$1.28M -39,405 -25%
IMRF
185
Illinois Municipal Retirement Fund
Illinois
$3.78M -$2.36M -72,649 -40%
DnB Asset Management
186
DnB Asset Management
Norway
$3.49M +$502K +15,415 +18%
Nomura Holdings
187
Nomura Holdings
Japan
$3.48M +$3.32M +102,088 New
CNB
188
Czech National Bank
Czech Republic
$3.44M +$6.8K +209 +0.2%
TAF
189
Tredje AP-fonden
Sweden
$3.35M -$95.1K -2,922 -3%
Jane Street
190
Jane Street
New York
$3.34M +$402K +12,355 +14%
YCM
191
Yousif Capital Management
Michigan
$3.31M -$99.3K -3,052 -3%
HF
192
HRT Financial
New York
$3.25M -$288K -8,859 -9%
TG
193
TCW Group
California
$3.21M +$343K +10,531 +13%
SLAM
194
Swiss Life Asset Management
$3.15M -$766K -23,542 -20%
Truist Financial
195
Truist Financial
North Carolina
$3.13M -$85.8K -2,635 -3%
FAF
196
Första AP-fonden
Sweden
$3.09M +$498K +15,300 +20%
BPCE
197
Bank Pictet & Cie (Europe)
Germany
$3.04M +$7.71K +237 +0.3%
DPAM
198
Degroof Petercam Asset Management
Belgium
$3.02M +$2.88M +88,500 New
TRCT
199
Tower Research Capital (TRC)
New York
$3M +$1.57M +48,340 +122%
PDN
200
Pensionfund DSM Netherlands
Netherlands
$3M – – –
6 7
8
9 10

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.