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Invitation Homes

370 hedge funds and large institutions have $16.4B invested in Invitation Homes in 2019 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 185 increasing their positions, 75 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 75

86% more call options, than puts

Call options by funds: $3.21M | Put options by funds: $1.73M

85% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 33

7% more funds holding

Funds holding: 345370 (+25)

2% more capital invested

Capital invested by funds: $16.2B → $16.4B (+$257M)

0.28% more ownership

Funds ownership: 101.59%101.88% (+0.28%)

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

Holders
370
Holders Change
+25
Holders Change %
+7.25%
% of All Funds
7.29%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.3%
New
61
Increased
185
Reduced
75
Closed
33
Calls
$3.21M
Puts
$1.73M
Net Calls
+$1.49M
Net Calls Change
+$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.42B +$243M +8,109,377 +11%
BlackRock
2
BlackRock
New York
$1.38B +$176M +5,882,161 +15%
Cohen & Steers
3
Cohen & Steers
New York
$1.12B -$97.1M -3,239,525 -8%
Principal Financial Group
4
Principal Financial Group
Iowa
$743M +$49.4M +1,648,171 +7%
State Street
5
State Street
Massachusetts
$728M +$14.5M +482,474 +2%
AAMU
6
APG Asset Management US
New York
$578M +$60M +2,000,000 +12%
ZP
7
Zimmer Partners
New York
$420M +$15.3M +510,200 +4%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$367M +$97.3M +3,246,217 +36%
JP Morgan Chase
9
JP Morgan Chase
New York
$340M +$35.3M +1,178,939 +12%
PI
10
PGGM Investments
Netherlands
$319M +$64.5M +2,152,029 +25%
Daiwa Securities Group
11
Daiwa Securities Group
Japan
$318M -$29.3M -975,878 -8%
Invesco
12
Invesco
Georgia
$286M +$28.5M +949,760 +11%
Wells Fargo
13
Wells Fargo
California
$258M +$31.1M +1,038,082 +14%
N
14
Nuveen
North Carolina
$252M +$38.6M +1,289,002 +18%
Goldman Sachs
15
Goldman Sachs
New York
$251M +$59.8M +1,994,497 +31%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$238M +$41.5M +1,384,391 +21%
Renaissance Technologies
17
Renaissance Technologies
New York
$236M +$64.7M +2,159,500 +38%
Deutsche Bank
18
Deutsche Bank
Germany
$232M +$19.5M +650,396 +9%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$228M +$36M +1,202,441 +19%
RC
20
Resolution Capital
Australia
$219M +$54.4M +1,814,603 +33%
LIMS
21
Lasalle Investment Management Securities
Maryland
$202M +$52.6M +1,754,671 +35%
CIMLRA
22
CBRE Investment Management Listed Real Assets
Pennsylvania
$194M -$18.8M -628,284 -9%
CIM
23
Centersquare Investment Management
Pennsylvania
$187M -$10.7M -355,664 -5%
Charles Schwab
24
Charles Schwab
California
$186M +$24.6M +819,354 +15%
Northern Trust
25
Northern Trust
Illinois
$157M +$21.8M +728,544 +16%

INVH Hedge Fund Activity: Q4 2019 in Review

370 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invitation Homes (INVH) for Q4 2019, worth a combined $16.4B — up 1.6% from $16.2B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new INVH positions and 33 closed out — a net gain of 28 holders — while 185 added to existing stakes and 75 trimmed.

The largest buyer was Vanguard Group, adding an estimated $243M. The largest seller was Blackstone Inc, exiting entirely with an estimated $1.71B sold.

  • 370 institutional investors held Invitation Homes (INVH) as of Q4 2019, up from 345 in Q3 2019.
  • Funds reported $16.4B of Invitation Homes stock for Q4 2019, up 1.6% quarter-over-quarter.
  • 61 funds opened new Invitation Homes positions in Q4 2019 and 33 closed out, a net change of +28 holders.
  • The largest Invitation Homes buyer in Q4 2019 was Vanguard Group, an estimated $243M added.
  • The largest Invitation Homes seller in Q4 2019 was Blackstone Inc, an estimated $1.71B sold.

Based on aggregated 13F filings for Q4 2019.