Invitation Homes
INVH
419 hedge funds and large institutions have $21.3B invested in Invitation Homes in 2021 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 154 increasing their positions, 150 reducing their positions, and 39 closing their positions.
67% more first-time investments, than exits
New positions opened: 65 | 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 (+$2.8B)
6% more funds holding
Funds holding: 395 → 419 (+24)
3% more repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 150
1.32% less ownership
Funds ownership: 102.01% → 100.69% (-1.3%)
5% less funds holding in top 10
Funds holding in top 10: 19 → 18 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$309M |
| 2 |
PI
PGGM Investments
Zeist,
Netherlands
|
+$263M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$131M |
| 4 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$97M |
| 5 |
Goldman Sachs
New York
|
+$73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$652M |
| 2 |
ZP
Zimmer Partners
New York
|
-$247M |
| 3 |
Daiwa Securities Group
Tokyo,
Japan
|
-$172M |
| 4 |
California Public Employees Retirement System
Sacramento,
California
|
-$109M |
| 5 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
-$81.3M |
INVH Hedge Fund Activity: Q2 2021 in Review
419 of the 5,767 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: 65 funds opened new INVH positions and 39 closed out — a net gain of 26 holders — while 154 added to existing stakes and 150 trimmed.
The largest buyer was Norges Bank, adding an estimated $309M. The largest seller was Cohen & Steers, cutting an estimated $652M.
- 419 institutional investors held Invitation Homes (INVH) as of Q2 2021, up from 395 in Q1 2021.
- Funds reported $21.3B of Invitation Homes stock for Q2 2021, up 15% quarter-over-quarter.
- 65 funds opened new Invitation Homes positions in Q2 2021 and 39 closed out, a net change of +26 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.