American Homes 4 Rent
275 hedge funds and large institutions have $6.75B invested in American Homes 4 Rent in 2019 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 93 increasing their positions, 101 reducing their positions, and 36 closing their positions.
179% more call options, than puts
Call options by funds: $922K | Put options by funds: $331K
25% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 36
2% more funds holding
Funds holding: 269 → 275 (+6)
5% more capital invested
Capital invested by funds: $6.43B → $6.75B (+$319M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
8% less repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 101
1.51% less ownership
Funds ownership: 88.52% → 87.02% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$66M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$55.5M |
| 3 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
+$43.6M |
| 4 |
ZP
Zimmer Partners
New York
|
+$35.5M |
| 5 |
Man Group
London,
United Kingdom
|
+$28.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$90.4M |
| 2 |
Cohen & Steers
New York
|
-$82.8M |
| 3 |
B
Barings
Charlotte,
North Carolina
|
-$35.1M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$25.1M |
| 5 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$23M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
301
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$124K | -5,100 | Closed |
|
302
Nomura Holdings
Tokyo,
Japan
| – | -$98K | -4,000 | Closed |
|
|
AS
303
Altshuler Shaham
Tel Aviv,
Israel
| – | -$89K | -3,662 | Closed |
|
|
PCP
304
Proficio Capital Partners
Newton,
Massachusetts
| – | -$19K | -780 | Closed |
|
|
TRCT
305
Tower Research Capital (TRC)
New York
| – | -$18K | -763 | Closed |
|
|
PHK
306
Point72 Hong Kong
Hong Kong
| – | -$11K | -447 | Closed |
|
307
Parallax Volatility Advisers
San Francisco,
California
| – | -$7K | -290 | Closed |
|
|
MA
308
MUFG Americas
New York
| – | -$4K | -169 | Closed |
|
|
CI
309
CX Institutional
Auburn,
Indiana
| – | -$3K | -136 | Closed |
|
|
AC
310
Avestar Capital
New York
| – | -$1K | -58 | Closed |
|
|
LC
311
Lindbrook Capital
Calabasas,
California
| – | -$1K | -45 | Closed |
|
|
IA
312
IFP Advisors
Tampa,
Florida
| – | +$251 | +10 | New |
|
AMH Hedge Fund Activity: Q3 2019 in Review
275 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q3 2019, worth a combined $6.75B — up 5% from $6.43B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new AMH positions and 36 closed out — a net gain of 9 holders — while 93 added to existing stakes and 101 trimmed.
The largest buyer was Principal Financial Group, adding an estimated $66M. The largest seller was Deutsche Bank, cutting an estimated $90.4M.
- 275 institutional investors held American Homes 4 Rent (AMH) as of Q3 2019, up from 269 in Q2 2019.
- Funds reported $6.75B of American Homes 4 Rent stock for Q3 2019, up 5% quarter-over-quarter.
- 45 funds opened new American Homes 4 Rent positions in Q3 2019 and 36 closed out, a net change of +9 holders.
- The largest American Homes 4 Rent buyer in Q3 2019 was Principal Financial Group, an estimated $66M added.
- The largest American Homes 4 Rent seller in Q3 2019 was Deutsche Bank, an estimated $90.4M sold.
Based on aggregated 13F filings for Q3 2019.