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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
BBHC
201
Brown Brothers Harriman & Co
New York
$2.95M +$2.86K +88 +0.1%
AAM
202
Advisors Asset Management
Colorado
$2.81M -$9.76K -300 -0.4%
FAF
203
Fjarde Ap-fonden
Sweden
$2.79M -$807K -24,800 -23%
CIBC Asset Management
204
CIBC Asset Management
Ontario, Canada
$2.73M -$109K -3,352 -4%
BNP Paribas Asset Management
205
BNP Paribas Asset Management
France
$2.68M -$7.36M -226,261 -74%
EGM
206
Engineers Gate Manager
New York
$2.66M +$1.91M +58,592 +303%
Rafferty Asset Management
207
Rafferty Asset Management
New York
$2.63M +$420K +12,896 +20%
MOACM
208
Mutual of America Capital Management
New York
$2.63M -$114K -3,518 -4%
X
209
Xponance
Pennsylvania
$2.62M -$57.1K -1,755 -2%
OAM
210
Oppenheimer Asset Management
New York
$2.52M -$169K -5,180 -7%
M&T Bank
211
M&T Bank
New York
$2.51M +$3.52K +108 +0.1%
Bank of Nova Scotia
212
Bank of Nova Scotia
Ontario, Canada
$2.49M +$609K +18,704 +34%
II
213
Inspire Investing
Idaho
$2.45M +$13.4K +411 +0.6%
BCIM
214
British Columbia Investment Management
British Columbia, Canada
$2.4M +$482K +14,810 +27%
IMPI
215
Ilmarinen Mutual Pension Insurance
Finland
$2.32M -$1.46M -45,000 -40%
AQR Capital Management
216
AQR Capital Management
Connecticut
$2.32M +$494K +15,194 +29%
Public Sector Pension Investment Board (PSP Investments)
217
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.31M -$1.72M -52,844 -44%
IIM
218
Intact Investment Management
Quebec, Canada
$2.31M +$2.2M +67,600 New
Public Employees Retirement Association of Colorado
219
Public Employees Retirement Association of Colorado
Colorado
$2.26M -$87.1K -2,677 -4%
BCM
220
Bayesian Capital Management
New York
$2.17M +$1.1M +33,800 +113%
Stifel Financial
221
Stifel Financial
Missouri
$2.16M -$72.3K -2,220 -3%
MYAM
222
Meiji Yasuda Asset Management
Japan
$2.11M -$4.2M -129,059 -68%
LPL Financial
223
LPL Financial
California
$2.07M +$35.7K +1,097 +2%
Citadel Advisors
224
Citadel Advisors
Florida
$2.04M -$3.18M -97,723 -62%
SAM
225
Shell Asset Management
Netherlands
$1.97M -$508K -15,615 -21%
7 8
9
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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.