American Homes 4 Rent
AMH
300 hedge funds and large institutions have $6.92B invested in American Homes 4 Rent in 2019 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 112 increasing their positions, 92 reducing their positions, and 24 closing their positions.
17,460% more call options, than puts
Call options by funds: $878K | Put options by funds: $5K
108% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 24
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
22% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 92
9% more funds holding
Funds holding: 275 → 300 (+25)
1.08% more ownership
Funds ownership: 87.02% → 88.1% (+1.1%)
2% more capital invested
Capital invested by funds: $6.75B → $6.92B (+$167M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PGGM Investments
Zeist,
Netherlands
|
+$229M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$59.6M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$58.7M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$46.3M |
| 5 |
LBIM
Land & Buildings Investment Management
Stamford,
Connecticut
|
+$43.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$249M |
| 2 |
ZP
Zimmer Partners
New York
|
-$133M |
| 3 |
Daiwa Securities Group
Tokyo,
Japan
|
-$82.5M |
| 4 |
SCRM
Security Capital Research & Management
Chicago,
Illinois
|
-$54.5M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$34.3M |
AMH Hedge Fund Activity: Q4 2019 in Review
300 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q4 2019, worth a combined $6.92B — up 2.5% from $6.75B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new AMH positions and 24 closed out — a net gain of 26 holders — while 112 added to existing stakes and 92 trimmed.
The largest buyer was PGGM Investments, opening a new position worth an estimated $229M. The largest seller was Cohen & Steers, cutting an estimated $249M.
- 300 institutional investors held American Homes 4 Rent (AMH) as of Q4 2019, up from 275 in Q3 2019.
- Funds reported $6.92B of American Homes 4 Rent stock for Q4 2019, up 2.5% quarter-over-quarter.
- 50 funds opened new American Homes 4 Rent positions in Q4 2019 and 24 closed out, a net change of +26 holders.
- The largest American Homes 4 Rent buyer in Q4 2019 was PGGM Investments, an estimated $229M added.
- The largest American Homes 4 Rent seller in Q4 2019 was Cohen & Steers, an estimated $249M sold.
Based on aggregated 13F filings for Q4 2019.