American Homes 4 Rent
424 hedge funds and large institutions have $11.6B invested in American Homes 4 Rent in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 173 increasing their positions, 130 reducing their positions, and 33 closing their positions.
130% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 33
33% more repeat investments, than reductions
Existing positions increased: 173 | Existing positions reduced: 130
10% more funds holding
Funds holding: 385 → 424 (+39)
7% more capital invested
Capital invested by funds: $10.9B → $11.6B (+$724M)
0.08% less ownership
Funds ownership: 89.49% → 89.41% (-0.08%)
18% less call options, than puts
Call options by funds: $636K | Put options by funds: $780K
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$122M |
| 2 |
Cohen & Steers
New York
|
+$90M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
+$64.5M |
| 4 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$59.1M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$58.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$306M |
| 2 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
-$140M |
| 3 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
-$134M |
| 4 |
ESCM
Echo Street Capital Management
New York
|
-$89.9M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$69.3M |
AMH Hedge Fund Activity: Q4 2023 in Review
424 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q4 2023, worth a combined $11.6B — up 6.6% from $10.9B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new AMH positions and 33 closed out — a net gain of 43 holders — while 173 added to existing stakes and 130 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $122M. The largest seller was JP Morgan Chase, cutting an estimated $306M.
- 424 institutional investors held American Homes 4 Rent (AMH) as of Q4 2023, up from 385 in Q3 2023.
- Funds reported $11.6B of American Homes 4 Rent stock for Q4 2023, up 6.6% quarter-over-quarter.
- 76 funds opened new American Homes 4 Rent positions in Q4 2023 and 33 closed out, a net change of +43 holders.
- The largest American Homes 4 Rent buyer in Q4 2023 was Morgan Stanley, an estimated $122M added.
- The largest American Homes 4 Rent seller in Q4 2023 was JP Morgan Chase, an estimated $306M sold.
Based on aggregated 13F filings for Q4 2023.