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Invitation Homes

417 hedge funds and large institutions have $21.3B invested in Invitation Homes in 2021 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 153 increasing their positions, 151 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 39

26% more call options, than puts

Call options by funds: $11.1M | Put options by funds: $8.74M

15% more capital invested

Capital invested by funds: $18.5B → $21.3B (+$2.79B)

6% more funds holding

Funds holding: 394417 (+23)

1% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 151

1.33% less ownership

Funds ownership: 102.04%100.71% (-1.3%)

5% less funds holding in top 10

Funds holding in top 10: 1918 (-1)

Holders
417
Holders Change
+23
Holders Change %
+5.84%
% of All Funds
7.26%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.31%
New
64
Increased
153
Reduced
151
Closed
39
Calls
$11.1M
Puts
$8.74M
Net Calls
+$2.31M
Net Calls Change
+$2.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.01B +$15M +424,083 +0.5%
BlackRock
2
BlackRock
New York
$1.7B -$26.4M -746,818 -2%
Principal Financial Group
3
Principal Financial Group
Iowa
$1.03B -$12.9M -365,124 -1%
State Street
4
State Street
Massachusetts
$862M +$33.7M +953,344 +4%
Norges Bank
5
Norges Bank
Norway
$792M +$309M +8,736,357 +70%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$773M +$41.3M +1,168,736 +6%
AAMU
7
APG Asset Management US
New York
$719M -$17.9M -506,900 -3%
RC
8
Resolution Capital
Australia
$663M +$18.8M +531,954 +3%
PI
9
PGGM Investments
Netherlands
$647M +$263M +7,426,060 +75%
JP Morgan Chase
10
JP Morgan Chase
New York
$608M -$47.2M -1,334,376 -8%
CIM
11
Centersquare Investment Management
Pennsylvania
$500M -$27.8M -786,526 -6%
Invesco
12
Invesco
Georgia
$461M -$13.8M -389,925 -3%
Goldman Sachs
13
Goldman Sachs
New York
$387M +$73M +2,065,102 +25%
Cohen & Steers
14
Cohen & Steers
New York
$370M -$652M -18,437,992 -65%
Wells Fargo
15
Wells Fargo
California
$331M -$3.67M -103,890 -1%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$327M -$2.42M -68,373 -0.8%
N
17
Nuveen
North Carolina
$321M +$22.2M +627,641 +8%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$317M +$22.8M +645,546 +8%
Sumitomo Mitsui Trust Group
19
Sumitomo Mitsui Trust Group
Japan
$247M -$38.7M -1,095,175 -14%
Legal & General Group
20
Legal & General Group
United Kingdom
$244M +$1.71M +48,469 +0.7%
Northern Trust
21
Northern Trust
Illinois
$210M -$13.3M -377,030 -6%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$209M +$63M +1,782,489 +47%
LIMS
23
Lasalle Investment Management Securities
Maryland
$204M -$81.3M -2,300,277 -30%
Morgan Stanley
24
Morgan Stanley
New York
$199M +$48.6M +1,375,358 +35%
ESCM
25
Echo Street Capital Management
New York
$181M -$13.2M -373,501 -7%

INVH Hedge Fund Activity: Q2 2021 in Review

417 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invitation Homes (INVH) for Q2 2021, worth a combined $21.3B — up 15% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new INVH positions and 39 closed out — a net gain of 25 holders — while 153 added to existing stakes and 151 trimmed.

The largest buyer was Norges Bank, adding an estimated $309M. The largest seller was Cohen & Steers, cutting an estimated $652M.

  • 417 institutional investors held Invitation Homes (INVH) as of Q2 2021, up from 394 in Q1 2021.
  • Funds reported $21.3B of Invitation Homes stock for Q2 2021, up 15% quarter-over-quarter.
  • 64 funds opened new Invitation Homes positions in Q2 2021 and 39 closed out, a net change of +25 holders.
  • The largest Invitation Homes buyer in Q2 2021 was Norges Bank, an estimated $309M added.
  • The largest Invitation Homes seller in Q2 2021 was Cohen & Steers, an estimated $652M sold.

Based on aggregated 13F filings for Q2 2021.