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Invitation Homes

463 hedge funds and large institutions have $18.7B invested in Invitation Homes in 2022 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 186 increasing their positions, 167 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 167

1.5% less ownership

Funds ownership: 105.72%104.22% (-1.5%)

3% less funds holding

Funds holding: 479463 (-16)

12% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 66

14% less capital invested

Capital invested by funds: $21.8B → $18.7B (-$3.12B)

32% less funds holding in top 10

Funds holding in top 10: 2215 (-7)

64% less call options, than puts

Call options by funds: $30.6M | Put options by funds: $84.8M

Holders
463
Holders Change
-16
Holders Change %
-3.34%
% of All Funds
7.44%
Holding in Top 10
15
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-31.82%
% of All Funds
0.24%
New
58
Increased
186
Reduced
167
Closed
66
Calls
$30.6M
Puts
$84.8M
Net Calls
-$54.2M
Net Calls Change
+$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.91B +$913K +28,813 +0%
Cohen & Steers
2
Cohen & Steers
New York
$2.29B -$53M -1,672,490 -2%
BlackRock
3
BlackRock
New York
$1.76B +$19M +600,398 +1%
State Street
4
State Street
Massachusetts
$1.15B +$16.2M +511,815 +1%
Norges Bank
5
Norges Bank
Norway
$1.13B +$40.1M +1,265,823 +3%
Principal Financial Group
6
Principal Financial Group
Iowa
$619M -$34.4M -1,085,417 -5%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$546M -$23.4M -738,375 -4%
AAMU
8
APG Asset Management US
New York
$511M -$7.25M -228,796 -1%
RC
9
Resolution Capital
Australia
$497M +$27.1M +855,887 +5%
Daiwa Securities Group
10
Daiwa Securities Group
Japan
$480M +$59.4M +1,874,106 +13%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$389M +$7.65M +241,210 +2%
Invesco
12
Invesco
Georgia
$370M -$38.3M -1,207,932 -9%
CIM
13
Centersquare Investment Management
Pennsylvania
$321M -$31.9M -1,006,679 -9%
Canada Pension Plan Investment Board
14
Canada Pension Plan Investment Board
Ontario, Canada
$316M +$13.9M +439,000 +4%
JP Morgan Chase
15
JP Morgan Chase
New York
$306M +$73.9M +2,330,929 +29%
Morgan Stanley
16
Morgan Stanley
New York
$228M +$14.7M +464,029 +6%
Northern Trust
17
Northern Trust
Illinois
$216M +$21.5M +679,245 +10%
Legal & General Group
18
Legal & General Group
United Kingdom
$214M +$2.83M +89,224 +1%
Charles Schwab
19
Charles Schwab
California
$174M +$3.87M +122,193 +2%
CIMLRA
20
CBRE Investment Management Listed Real Assets
Pennsylvania
$169M +$32.5M +1,026,427 +22%
Sumitomo Mitsui Trust Group
21
Sumitomo Mitsui Trust Group
Japan
$141M +$3.13M +98,621 +2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$137M +$7.82M +246,621 +6%
UBS AM
23
UBS AM
Illinois
$137M +$8.21M +258,894 +6%
SEI Investments
24
SEI Investments
Pennsylvania
$134M +$20.5M +647,441 +17%
PI
25
PGGM Investments
Netherlands
$129M -$1.21M -38,085 -0.9%

INVH Hedge Fund Activity: Q4 2022 in Review

463 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invitation Homes (INVH) for Q4 2022, worth a combined $18.7B — down 14% from $21.8B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of INVH and 58 opened new positions — a net loss of 8 holders — while 167 trimmed existing stakes and 186 added.

The largest buyer was JP Morgan Chase, adding an estimated $73.9M. The largest seller was Janus Henderson Group, cutting an estimated $163M.

  • 463 institutional investors held Invitation Homes (INVH) as of Q4 2022, down from 479 in Q3 2022.
  • Funds reported $18.7B of Invitation Homes stock for Q4 2022, down 14% quarter-over-quarter.
  • 58 funds opened new Invitation Homes positions in Q4 2022 and 66 closed out, a net change of -8 holders.
  • The largest Invitation Homes buyer in Q4 2022 was JP Morgan Chase, an estimated $73.9M added.
  • The largest Invitation Homes seller in Q4 2022 was Janus Henderson Group, an estimated $163M sold.

Based on aggregated 13F filings for Q4 2022.