American Homes 4 Rent
286 hedge funds and large institutions have $6.04B invested in American Homes 4 Rent in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 114 increasing their positions, 98 reducing their positions, and 47 closing their positions.
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
16% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 98
1.38% less ownership
Funds ownership: 88.1% → 86.72% (-1.4%)
5% less funds holding
Funds holding: 300 → 286 (-14)
13% less capital invested
Capital invested by funds: $6.92B → $6.04B (-$880M)
26% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 47
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$76.2M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$69.9M |
| 3 |
Goldman Sachs
New York
|
+$43.4M |
| 4 |
AAMU
APG Asset Management US
New York
|
+$41.9M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$41.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$90.6M |
| 2 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
-$85.3M |
| 3 |
SCRM
Security Capital Research & Management
Chicago,
Illinois
|
-$82.2M |
| 4 |
ClearBridge Investments
New York
|
-$45.6M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
-$37M |
AMH Hedge Fund Activity: Q1 2020 in Review
286 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q1 2020, worth a combined $6.04B — down 13% from $6.92B a quarter earlier.
Sellers outnumbered buyers: 47 funds closed out of AMH and 35 opened new positions — a net loss of 12 holders — while 98 trimmed existing stakes and 114 added.
The largest buyer was Principal Financial Group, adding an estimated $76.2M. The largest seller was Cohen & Steers, cutting an estimated $90.6M.
- 286 institutional investors held American Homes 4 Rent (AMH) as of Q1 2020, down from 300 in Q4 2019.
- Funds reported $6.04B of American Homes 4 Rent stock for Q1 2020, down 13% quarter-over-quarter.
- 35 funds opened new American Homes 4 Rent positions in Q1 2020 and 47 closed out, a net change of -12 holders.
- The largest American Homes 4 Rent buyer in Q1 2020 was Principal Financial Group, an estimated $76.2M added.
- The largest American Homes 4 Rent seller in Q1 2020 was Cohen & Steers, an estimated $90.6M sold.
Based on aggregated 13F filings for Q1 2020.