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Invitation Homes

484 hedge funds and large institutions have $24.4B invested in Invitation Homes in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 182 increasing their positions, 179 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 59

2% more funds holding

Funds holding: 474484 (+10)

2% more repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 179

0.14% less ownership

Funds ownership: 100.29%100.15% (-0.14%)

10% less capital invested

Capital invested by funds: $27.1B → $24.4B (-$2.68B)

15% less funds holding in top 10

Funds holding in top 10: 2017 (-3)

44% less call options, than puts

Call options by funds: $57.4M | Put options by funds: $103M

Holders
484
Holders Change
+10
Holders Change %
+2.11%
% of All Funds
7.63%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.27%
New
75
Increased
182
Reduced
179
Closed
59
Calls
$57.4M
Puts
$103M
Net Calls
-$45.3M
Net Calls Change
-$122M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.48B +$114M +2,784,696 +3%
Cohen & Steers
2
Cohen & Steers
New York
$3B +$1.23B +29,927,640 +67%
BlackRock
3
BlackRock
New York
$1.99B -$55.6M -1,358,966 -3%
Norges Bank
4
Norges Bank
Norway
$1.2B
State Street
5
State Street
Massachusetts
$1.17B +$136M +3,310,121 +13%
Principal Financial Group
6
Principal Financial Group
Iowa
$876M -$236M -5,769,330 -21%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$799M +$7.15M +174,746 +0.9%
AAMU
8
APG Asset Management US
New York
$722M -$4.7M -114,749 -0.6%
RC
9
Resolution Capital
Australia
$563M -$120M -2,941,536 -17%
Daiwa Securities Group
10
Daiwa Securities Group
Japan
$543M +$216M +5,268,384 +64%
Invesco
11
Invesco
Georgia
$539M -$44.4M -1,085,598 -7%
PI
12
PGGM Investments
Netherlands
$487M
CIM
13
Centersquare Investment Management
Pennsylvania
$377M -$90.2M -2,204,455 -19%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$366M -$26.8M -655,465 -7%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$362M +$10.9M +267,128 +3%
JP Morgan Chase
16
JP Morgan Chase
New York
$360M -$95.6M -2,336,175 -21%
Goldman Sachs
17
Goldman Sachs
New York
$304M -$48M -1,172,506 -13%
Canada Pension Plan Investment Board
18
Canada Pension Plan Investment Board
Ontario, Canada
$264M +$32.5M +792,886 +14%
Legal & General Group
19
Legal & General Group
United Kingdom
$258M +$5.75M +140,403 +2%
Morgan Stanley
20
Morgan Stanley
New York
$235M +$12.3M +301,041 +5%
Northern Trust
21
Northern Trust
Illinois
$202M -$2.78M -67,962 -1%
Sumitomo Mitsui Trust Group
22
Sumitomo Mitsui Trust Group
Japan
$201M -$5.34M -130,520 -3%
Charles Schwab
23
Charles Schwab
California
$194M +$9.25M +225,830 +5%
UBS AM
24
UBS AM
Illinois
$185M +$9.58K +234 +0%
CIMLRA
25
CBRE Investment Management Listed Real Assets
Pennsylvania
$177M -$5.33M -130,261 -3%

INVH Hedge Fund Activity: Q1 2022 in Review

484 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invitation Homes (INVH) for Q1 2022, worth a combined $24.4B — down 9.9% from $27.1B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new INVH positions and 59 closed out — a net gain of 16 holders — while 182 added to existing stakes and 179 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $1.23B. The largest seller was Principal Financial Group, cutting an estimated $236M.

  • 484 institutional investors held Invitation Homes (INVH) as of Q1 2022, up from 474 in Q4 2021.
  • Funds reported $24.4B of Invitation Homes stock for Q1 2022, down 9.9% quarter-over-quarter.
  • 75 funds opened new Invitation Homes positions in Q1 2022 and 59 closed out, a net change of +16 holders.
  • The largest Invitation Homes buyer in Q1 2022 was Cohen & Steers, an estimated $1.23B added.
  • The largest Invitation Homes seller in Q1 2022 was Principal Financial Group, an estimated $236M sold.

Based on aggregated 13F filings for Q1 2022.