Invitation Homes
INVH
523 hedge funds and large institutions have $21.4B invested in Invitation Homes in 2023 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 196 increasing their positions, 177 reducing their positions, and 40 closing their positions.
110% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 40
104% more call options, than puts
Call options by funds: $44.2M | Put options by funds: $21.6M
14% more funds holding in top 10
Funds holding in top 10: 14 → 16 (+2)
11% more repeat investments, than reductions
Existing positions increased: 196 | Existing positions reduced: 177
8% more funds holding
Funds holding: 486 → 523 (+37)
7% more capital invested
Capital invested by funds: $20B → $21.4B (+$1.37B)
0.8% less ownership
Funds ownership: 103.4% → 102.6% (-0.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$100M |
| 2 |
Goldman Sachs
New York
|
+$73M |
| 3 |
Cohen & Steers
New York
|
+$32.8M |
| 4 |
Morgan Stanley
New York
|
+$32.4M |
| 5 |
State Street
Boston,
Massachusetts
|
+$30.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$409M |
| 2 |
ESCM
Echo Street Capital Management
New York
|
-$82.7M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$68.6M |
| 4 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$49.1M |
| 5 |
DCP
D1 Capital Partners
New York
|
-$39.6M |
INVH Hedge Fund Activity: Q4 2023 in Review
523 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Invitation Homes (INVH) for Q4 2023, worth a combined $21.4B — up 6.9% from $20B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new INVH positions and 40 closed out — a net gain of 44 holders — while 196 added to existing stakes and 177 trimmed.
The largest buyer was Boston Partners, opening a new position worth an estimated $100M. The largest seller was JP Morgan Chase, cutting an estimated $409M.
- 523 institutional investors held Invitation Homes (INVH) as of Q4 2023, up from 486 in Q3 2023.
- Funds reported $21.4B of Invitation Homes stock for Q4 2023, up 6.9% quarter-over-quarter.
- 84 funds opened new Invitation Homes positions in Q4 2023 and 40 closed out, a net change of +44 holders.
- The largest Invitation Homes buyer in Q4 2023 was Boston Partners, an estimated $100M added.
- The largest Invitation Homes seller in Q4 2023 was JP Morgan Chase, an estimated $409M sold.
Based on aggregated 13F filings for Q4 2023.