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Invitation Homes

308 hedge funds and large institutions have $13.4B invested in Invitation Homes in 2019 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 134 increasing their positions, 78 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 24

72% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 78

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

22% more capital invested

Capital invested by funds: $11B → $13.4B (+$2.41B)

10% more funds holding

Funds holding: 280308 (+28)

0.16% more ownership

Funds ownership: 105.87%106.03% (+0.16%)

Holders
308
Holders Change
+28
Holders Change %
+10%
% of All Funds
6.67%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
52
Increased
134
Reduced
78
Closed
24
Calls
$692K
Puts
Net Calls
+$692K
Net Calls Change
+$660K
Name Holding Trade Value Shares
Change
Change in
Stake
Blackstone Inc
1
Blackstone Inc
New York
$4.38B -$900M -40,000,000 -18%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.19B +$151M +6,710,689 +16%
Cohen & Steers
3
Cohen & Steers
New York
$1.15B +$209M +9,294,924 +24%
BlackRock
4
BlackRock
New York
$694M +$65.8M +2,926,081 +11%
Principal Financial Group
5
Principal Financial Group
Iowa
$570M +$62.6M +2,783,568 +13%
AAMU
6
APG Asset Management US
New York
$443M +$93.1M +4,138,700 +29%
State Street
7
State Street
Massachusetts
$377M +$84.7M +3,767,242 +32%
Daiwa Securities Group
8
Daiwa Securities Group
Japan
$325M +$48.9M +2,174,523 +19%
Invesco
9
Invesco
Georgia
$231M -$13.9M -618,160 -6%
Wells Fargo
10
Wells Fargo
California
$177M -$6.24M -277,346 -4%
JP Morgan Chase
11
JP Morgan Chase
New York
$174M +$40.9M +1,817,076 +34%
CIMLRA
12
CBRE Investment Management Listed Real Assets
Pennsylvania
$159M -$35.1M -1,561,767 -19%
PI
13
PGGM Investments
Netherlands
$141M -$4.99M -222,000 -4%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$111M +$12.1M +538,947 +13%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$109M +$19.1M +849,245 +23%
CIM
16
Centersquare Investment Management
Pennsylvania
$107M -$13.8M -614,285 -12%
Charles Schwab
17
Charles Schwab
California
$102M +$16.8M +748,775 +22%
ZP
18
Zimmer Partners
New York
$97.3M -$87.1M -3,874,801 -49%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$93.2M +$41M +1,822,641 +91%
Norges Bank
20
Norges Bank
Norway
$84.5M
SCRM
21
Security Capital Research & Management
Illinois
$80.7M -$159M -7,086,100 -68%
LIMS
22
Lasalle Investment Management Securities
Maryland
$80.3M +$74.3M +3,301,663 New
Northern Trust
23
Northern Trust
Illinois
$76.7M +$2.78M +123,547 +4%
Morgan Stanley
24
Morgan Stanley
New York
$75.4M +$8.41M +373,762 +14%
1832 Asset Management
25
1832 Asset Management
Ontario, Canada
$73.1M +$20.3M +901,818 +43%

INVH Hedge Fund Activity: Q1 2019 in Review

308 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invitation Homes (INVH) for Q1 2019, worth a combined $13.4B — up 22% from $11B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new INVH positions and 24 closed out — a net gain of 28 holders — while 134 added to existing stakes and 78 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $209M. The largest seller was Blackstone Inc, cutting an estimated $900M.

  • 308 institutional investors held Invitation Homes (INVH) as of Q1 2019, up from 280 in Q4 2018.
  • Funds reported $13.4B of Invitation Homes stock for Q1 2019, up 22% quarter-over-quarter.
  • 52 funds opened new Invitation Homes positions in Q1 2019 and 24 closed out, a net change of +28 holders.
  • The largest Invitation Homes buyer in Q1 2019 was Cohen & Steers, an estimated $209M added.
  • The largest Invitation Homes seller in Q1 2019 was Blackstone Inc, an estimated $900M sold.

Based on aggregated 13F filings for Q1 2019.