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American Homes 4 Rent
AMH

295 hedge funds and large institutions have $7.02B invested in American Homes 4 Rent in 2020 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 98 increasing their positions, 106 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 39

16% more capital invested

Capital invested by funds: $6.04B → $7.02B (+$978M)

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

3% more funds holding

Funds holding: 286 → 295 (+9)

0.29% more ownership

Funds ownership: 86.72% → 87.01% (+0.29%)

8% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 106

76% less call options, than puts

Call options by funds: $1.41M | Put options by funds: $5.81M

Holders
295
Holders Change
+9
Holders Change %
+3.15%
% of All Funds
6.05%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
50
Increased
98
Reduced
106
Closed
39
Calls
$1.41M
Puts
$5.81M
Net Calls
-$4.4M
Net Calls Change
-$6.92M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$116M
2
ESCM
Echo Street Capital Management
New York
+$50.6M
3
SCRM
Security Capital Research & Management
Illinois
+$47M
4
Ameriprise
Ameriprise
Minnesota
+$36.4M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$25.2M

Top Sellers

1
Invesco
Invesco
Georgia
-$120M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$44.2M
3
ClearBridge Investments
ClearBridge Investments
New York
-$37.9M
4
Goldman Sachs
Goldman Sachs
New York
-$36.6M
5
Renaissance Technologies
Renaissance Technologies
New York
-$27.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
HIM
276
Hillsdale Investment Management
Ontario, Canada
$3K -$748 -30 -23%
TFO
277
Tarbox Family Office
California
$3K – – –
SFS
278
Sowell Financial Services
Arkansas
$2K -$5.58K -224 -75%
HR
279
Howe & Rusling
New York
$2K +$150 +6 +8%
BWM
280
BerganKDV Wealth Management
Minnesota
$2K +$1.52K +61 New
TPCW
281
TD Private Client Wealth
New York
$1.91K -$3.64K -146 -67%
BCA
282
Berman Capital Advisors
Georgia
$1K -$1.32K -53 -56%
AII
283
AGF Investments Inc
Ontario, Canada
$1K – – –
Carson Wealth (CWM LLC)
284
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
LWM
285
Liberty Wealth Management
California
$1K – – –
LC
286
Lindbrook Capital
California
$1K – – –
CWC
287
Carolinas Wealth Consulting
North Carolina
$1K +$822 +33 New
GT
288
Glenmede Trust
Pennsylvania
$1K +$1.45K +58 New
JG
289
Jefferies Group
New York
$307 -$775K -31,082 -73%
TI
290
tru Independence
Oregon
$70 – – –
WIM
291
Westside Investment Management
California
$13 – – –
VCM
292
V3 Capital Management
Texas
– -$23.8M -1,027,300 Closed
APG Asset Management
293
APG Asset Management
Netherlands
– -$6.59M -284,200 Closed
ZP
294
Zimmer Partners
New York
– -$4.61M -198,534 Closed
Capital Fund Management (CFM)
295
Capital Fund Management (CFM)
France
– -$2.28M -98,377 Closed
Arrowstreet Capital
296
Arrowstreet Capital
Massachusetts
– -$1.56M -67,103 Closed
Cohen & Steers
297
Cohen & Steers
New York
– -$1.53M -65,835 Closed
CSS
298
Cubist Systematic Strategies
Connecticut
– -$1.4M -60,146 Closed
Point72 Asset Management
299
Point72 Asset Management
Connecticut
– -$1.32M -56,900 Closed
EMG
300
Ellington Management Group
Connecticut
– -$1.12M -48,300 Closed
10 11
12
13 14

AMH Hedge Fund Activity: Q2 2020 in Review

295 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q2 2020, worth a combined $7.02B — up 16% from $6.04B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new AMH positions and 39 closed out — a net gain of 11 holders — while 98 added to existing stakes and 106 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $116M. The largest seller was Invesco, cutting an estimated $120M.

  • 295 institutional investors held American Homes 4 Rent (AMH) as of Q2 2020, up from 286 in Q1 2020.
  • Funds reported $7.02B of American Homes 4 Rent stock for Q2 2020, up 16% quarter-over-quarter.
  • 50 funds opened new American Homes 4 Rent positions in Q2 2020 and 39 closed out, a net change of +11 holders.
  • The largest American Homes 4 Rent buyer in Q2 2020 was Victory Capital Management, an estimated $116M added.
  • The largest American Homes 4 Rent seller in Q2 2020 was Invesco, an estimated $120M sold.

Based on aggregated 13F filings for Q2 2020.