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Invitation Homes

157 hedge funds and large institutions have $6.82B invested in Invitation Homes in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 16

18% more funds holding

Funds holding: 133157 (+24)

17% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 48

1% less capital invested

Capital invested by funds: $6.87B → $6.82B (-$41M)

2.42% less ownership

Funds ownership: 104.07%101.65% (-2.4%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
157
Holders Change
+24
Holders Change %
+18.05%
% of All Funds
3.91%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
40
Increased
56
Reduced
48
Closed
16
Calls
$1.42M
Puts
Net Calls
+$1.42M
Net Calls Change
+$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
Blackstone Inc
1
Blackstone Inc
New York
$4.76B
AAMU
2
APG Asset Management US
New York
$199M +$57.9M +2,688,089 +41%
Vanguard Group
3
Vanguard Group
Pennsylvania
$147M -$11.4M -528,669 -7%
Principal Financial Group
4
Principal Financial Group
Iowa
$141M +$52.7M +2,448,615 +60%
Deutsche Bank
5
Deutsche Bank
Germany
$111M +$25.7M +1,194,717 +30%
CIMLRA
6
CBRE Investment Management Listed Real Assets
Pennsylvania
$108M +$14M +649,707 +15%
BlackRock
7
BlackRock
New York
$107M +$15.3M +709,908 +17%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$80.4M -$67.7M -3,142,138 -46%
Wells Fargo
9
Wells Fargo
California
$78.9M +$17.5M +811,601 +29%
JP Morgan Chase
10
JP Morgan Chase
New York
$64.1M -$26.3M -1,218,808 -29%
Millennium Management
11
Millennium Management
New York
$60.2M +$8.23M +382,200 +16%
Cohen & Steers
12
Cohen & Steers
New York
$59.8M -$102M -4,742,491 -63%
State Street
13
State Street
Massachusetts
$46.8M +$20.8M +963,884 +80%
Norges Bank
14
Norges Bank
Norway
$45.7M -$3M -139,504 -6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$45M -$9.2M -427,029 -17%
1832 Asset Management
16
1832 Asset Management
Ontario, Canada
$44.7M -$3.47M -161,300 -7%
Invesco
17
Invesco
Georgia
$42.4M -$3.77M -174,827 -8%
WMSA
18
Weiss Multi-Strategy Advisers
New York
$41.8M -$503K -23,375 -1%
CI
19
Cambiar Investors
Colorado
$41.3M -$652K -30,268 -2%
AIM
20
abrdn Investment Management
United Kingdom
$39.9M +$1.74M +80,584 +5%
Prudential Financial
21
Prudential Financial
New Jersey
$30.3M +$30.1M +1,398,652 New
Wellington Management Group
22
Wellington Management Group
Massachusetts
$28M -$69.3K -3,217 -0.2%
Citadel Advisors
23
Citadel Advisors
Florida
$26.3M +$20.9M +972,255 +398%
O
24
OppenheimerFunds
New York
$18.7M +$101K +4,681 +0.5%
Northern Trust
25
Northern Trust
Illinois
$18.5M +$7.48M +347,077 +68%

INVH Hedge Fund Activity: Q2 2017 in Review

157 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invitation Homes (INVH) for Q2 2017, worth a combined $6.82B — down 0.6% from $6.87B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new INVH positions and 16 closed out — a net gain of 24 holders — while 56 added to existing stakes and 48 trimmed.

The largest buyer was APG Asset Management US, adding an estimated $57.9M. The largest seller was Cohen & Steers, cutting an estimated $102M.

  • 157 institutional investors held Invitation Homes (INVH) as of Q2 2017, up from 133 in Q1 2017.
  • Funds reported $6.82B of Invitation Homes stock for Q2 2017, down 0.6% quarter-over-quarter.
  • 40 funds opened new Invitation Homes positions in Q2 2017 and 16 closed out, a net change of +24 holders.
  • The largest Invitation Homes buyer in Q2 2017 was APG Asset Management US, an estimated $57.9M added.
  • The largest Invitation Homes seller in Q2 2017 was Cohen & Steers, an estimated $102M sold.

Based on aggregated 13F filings for Q2 2017.