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Invitation Homes

277 hedge funds and large institutions have $12.5B invested in Invitation Homes in 2018 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 129 increasing their positions, 75 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 75

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

0.73% more ownership

Funds ownership: 105.06%105.79% (+0.73%)

3% less capital invested

Capital invested by funds: $12.8B → $12.5B (-$326M)

6% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 36

1% less funds holding

Funds holding: 281277 (-4)

67% less call options, than puts

Call options by funds: $3.36M | Put options by funds: $10.1M

Holders
277
Holders Change
-4
Holders Change %
-1.42%
% of All Funds
6.35%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.27%
New
34
Increased
129
Reduced
75
Closed
36
Calls
$3.36M
Puts
$10.1M
Net Calls
-$6.76M
Net Calls Change
+$3.99M
Name Holding Trade Value Shares
Change
Change in
Stake
Blackstone Inc
1
Blackstone Inc
New York
$5.02B
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.02B -$65.2M -2,938,714 -6%
Cohen & Steers
3
Cohen & Steers
New York
$629M +$70M +3,153,591 +13%
BlackRock
4
BlackRock
New York
$518M +$16.1M +725,450 +3%
Principal Financial Group
5
Principal Financial Group
Iowa
$507M +$24.4M +1,099,007 +5%
AAMU
6
APG Asset Management US
New York
$283M +$4.17M +188,000 +2%
CIMLRA
7
CBRE Investment Management Listed Real Assets
Pennsylvania
$267M +$1.21M +54,512 +0.5%
State Street
8
State Street
Massachusetts
$245M +$36.6M +1,650,449 +18%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$201M +$25.3M +1,138,193 +15%
Wells Fargo
10
Wells Fargo
California
$180M +$32.8M +1,477,853 +23%
Daiwa Securities Group
11
Daiwa Securities Group
Japan
$170M +$868K +39,122 +0.5%
JP Morgan Chase
12
JP Morgan Chase
New York
$156M +$25.1M +1,130,346 +20%
Deutsche Bank
13
Deutsche Bank
Germany
$156M +$16.9M +761,811 +13%
ZP
14
Zimmer Partners
New York
$147M -$95.3M -4,294,979 -40%
CIM
15
Centersquare Investment Management
Pennsylvania
$139M +$135M +6,087,824 New
PI
16
PGGM Investments
Netherlands
$138M +$42.7M +1,925,000 +47%
Janus Henderson Group
17
Janus Henderson Group
United Kingdom
$109M -$17.7M -799,590 -14%
ACI
18
AMP Capital Investors
Australia
$93.6M +$6.66M +300,132 +8%
Norges Bank
19
Norges Bank
Norway
$88M +$23M +1,035,012 +37%
Northern Trust
20
Northern Trust
Illinois
$77.2M +$6.06M +273,099 +9%
Invesco
21
Invesco
Georgia
$76.8M +$15.8M +713,441 +27%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$70.1M +$2.78M +125,062 +4%
Aberdeen Group
23
Aberdeen Group
United Kingdom
$69M +$26.3M +1,187,178 +65%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$65.8M +$24.8M +1,117,513 +63%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$65.3M +$3.68M +165,701 +6%

INVH Hedge Fund Activity: Q1 2018 in Review

277 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Invitation Homes (INVH) for Q1 2018, worth a combined $12.5B — down 2.5% from $12.8B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of INVH and 34 opened new positions — a net loss of 2 holders — while 75 trimmed existing stakes and 129 added.

The largest buyer was Cohen & Steers, adding an estimated $70M. The largest seller was Bank of New York Mellon, cutting an estimated $133M.

  • 277 institutional investors held Invitation Homes (INVH) as of Q1 2018, down from 281 in Q4 2017.
  • Funds reported $12.5B of Invitation Homes stock for Q1 2018, down 2.5% quarter-over-quarter.
  • 34 funds opened new Invitation Homes positions in Q1 2018 and 36 closed out, a net change of -2 holders.
  • The largest Invitation Homes buyer in Q1 2018 was Cohen & Steers, an estimated $70M added.
  • The largest Invitation Homes seller in Q1 2018 was Bank of New York Mellon, an estimated $133M sold.

Based on aggregated 13F filings for Q1 2018.