American Homes 4 Rent
374 hedge funds and large institutions have $9.59B invested in American Homes 4 Rent in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 163 increasing their positions, 121 reducing their positions, and 44 closing their positions.
99% more call options, than puts
Call options by funds: $1.35M | Put options by funds: $678K
35% more repeat investments, than reductions
Existing positions increased: 163 | Existing positions reduced: 121
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
0.25% less ownership
Funds ownership: 91.65% → 91.4% (-0.25%)
5% less first-time investments, than exits
New positions opened: 42 | Existing positions closed: 44
2% less funds holding
Funds holding: 381 → 374 (-7)
8% less capital invested
Capital invested by funds: $10.5B → $9.59B (-$861M)
Top Buyers
| 1 |
Cohen & Steers
New York
|
+$308M |
| 2 |
LPC
Long Pond Capital
New York
|
+$36.8M |
| 3 |
Goldman Sachs
New York
|
+$34M |
| 4 |
SO
STRS Ohio
Columbus,
Ohio
|
+$29.5M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$17.9M |
Top Sellers
AMH Hedge Fund Activity: Q4 2022 in Review
374 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q4 2022, worth a combined $9.59B — down 8.2% from $10.5B a quarter earlier.
Sellers outnumbered buyers: 44 funds closed out of AMH and 42 opened new positions — a net loss of 2 holders — while 121 trimmed existing stakes and 163 added.
The largest buyer was Cohen & Steers, adding an estimated $308M. The largest seller was Deutsche Bank, cutting an estimated $94M.
- 374 institutional investors held American Homes 4 Rent (AMH) as of Q4 2022, down from 381 in Q3 2022.
- Funds reported $9.59B of American Homes 4 Rent stock for Q4 2022, down 8.2% quarter-over-quarter.
- 42 funds opened new American Homes 4 Rent positions in Q4 2022 and 44 closed out, a net change of -2 holders.
- The largest American Homes 4 Rent buyer in Q4 2022 was Cohen & Steers, an estimated $308M added.
- The largest American Homes 4 Rent seller in Q4 2022 was Deutsche Bank, an estimated $94M sold.
Based on aggregated 13F filings for Q4 2022.