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Invitation Homes

447 hedge funds and large institutions have $22.4B invested in Invitation Homes in 2021 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 163 increasing their positions, 158 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 36

29% more call options, than puts

Call options by funds: $44M | Put options by funds: $34.1M

22% more funds holding in top 10

Funds holding in top 10: 1822 (+4)

7% more funds holding

Funds holding: 417447 (+30)

5% more capital invested

Capital invested by funds: $21.3B → $22.4B (+$1.1B)

3% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 158

2.48% less ownership

Funds ownership: 100.71%98.23% (-2.5%)

Holders
447
Holders Change
+30
Holders Change %
+7.19%
% of All Funds
7.83%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.39%
New
71
Increased
163
Reduced
158
Closed
36
Calls
$44M
Puts
$34.1M
Net Calls
+$9.84M
Net Calls Change
+$7.53M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.11B +$18.9M +472,142 +0.6%
BlackRock
2
BlackRock
New York
$1.68B -$75.4M -1,880,630 -4%
Cohen & Steers
3
Cohen & Steers
New York
$1.33B +$991M +24,734,553 +249%
Norges Bank
4
Norges Bank
Norway
$1.15B +$350M +8,744,402 +41%
Principal Financial Group
5
Principal Financial Group
Iowa
$1.05B -$5.38M -134,224 -0.5%
State Street
6
State Street
Massachusetts
$901M +$16.6M +413,908 +2%
RC
7
Resolution Capital
Australia
$756M +$78.2M +1,950,706 +11%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$731M -$66.5M -1,659,872 -8%
AAMU
9
APG Asset Management US
New York
$715M -$29.7M -742,000 -4%
Invesco
10
Invesco
Georgia
$529M +$57.8M +1,442,744 +12%
CIM
11
Centersquare Investment Management
Pennsylvania
$482M -$32.9M -820,053 -6%
PI
12
PGGM Investments
Netherlands
$447M -$227M -5,670,056 -33%
JP Morgan Chase
13
JP Morgan Chase
New York
$439M -$194M -4,842,265 -30%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$354M +$30M +747,584 +9%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$338M +$1.73M +43,107 +0.5%
N
16
Nuveen
North Carolina
$313M -$17.3M -432,339 -5%
Goldman Sachs
17
Goldman Sachs
New York
$301M -$101M -2,524,387 -24%
Daiwa Securities Group
18
Daiwa Securities Group
Japan
$273M +$175M +4,377,692 +160%
Wells Fargo
19
Wells Fargo
California
$256M -$88.1M -2,199,014 -25%
Legal & General Group
20
Legal & General Group
United Kingdom
$238M -$13.5M -337,553 -5%
Morgan Stanley
21
Morgan Stanley
New York
$219M +$16M +400,245 +8%
Sumitomo Mitsui Trust Group
22
Sumitomo Mitsui Trust Group
Japan
$218M -$36.9M -921,628 -14%
Northern Trust
23
Northern Trust
Illinois
$196M -$19.8M -493,221 -9%
CIMLRA
24
CBRE Investment Management Listed Real Assets
Pennsylvania
$190M +$51.2M +1,278,681 +35%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$190M +$38.1M +950,780 +24%

INVH Hedge Fund Activity: Q3 2021 in Review

447 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invitation Homes (INVH) for Q3 2021, worth a combined $22.4B — up 5.2% from $21.3B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new INVH positions and 36 closed out — a net gain of 35 holders — while 163 added to existing stakes and 158 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $991M. The largest seller was PGGM Investments, cutting an estimated $227M.

  • 447 institutional investors held Invitation Homes (INVH) as of Q3 2021, up from 417 in Q2 2021.
  • Funds reported $22.4B of Invitation Homes stock for Q3 2021, up 5.2% quarter-over-quarter.
  • 71 funds opened new Invitation Homes positions in Q3 2021 and 36 closed out, a net change of +35 holders.
  • The largest Invitation Homes buyer in Q3 2021 was Cohen & Steers, an estimated $991M added.
  • The largest Invitation Homes seller in Q3 2021 was PGGM Investments, an estimated $227M sold.

Based on aggregated 13F filings for Q3 2021.