American Homes 4 Rent
357 hedge funds and large institutions have $11.3B invested in American Homes 4 Rent in 2021 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 121 increasing their positions, 117 reducing their positions, and 26 closing their positions.
154% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 26
149% more call options, than puts
Call options by funds: $1.99M | Put options by funds: $799K
23% more capital invested
Capital invested by funds: $9.15B → $11.3B (+$2.15B)
12% more funds holding
Funds holding: 320 → 357 (+37)
3.42% more ownership
Funds ownership: 86.89% → 90.31% (+3.4%)
3% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 117
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
Top Buyers
| 1 |
Norges Bank
Oslo,
Norway
|
+$224M |
| 2 |
KKRC
Kohlberg Kravis Roberts & Co
New York
|
+$101M |
| 3 |
Goldman Sachs
New York
|
+$69.2M |
| 4 |
JP Morgan Chase
New York
|
+$64.6M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$55.2M |
Top Sellers
| 1 |
LPC
Long Pond Capital
New York
|
-$125M |
| 2 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$65.3M |
| 3 |
ESCM
Echo Street Capital Management
New York
|
-$39.5M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$37.3M |
| 5 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$34.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFS
376
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$68K | -1,840 | Closed |
|
|
AIC
377
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$11.8K | -353 | Closed |
|
378
Simplex Trading
Chicago,
Illinois
| – | -$9.35K | -252 | Closed |
|
|
CG
379
Cutler Group
San Francisco,
California
| – | -$3K | -100 | Closed |
|
|
MWP
380
Meridian Wealth Partners
Exton,
Pennsylvania
| – | -$3K | -76 | Closed |
|
|
IA
381
IFP Advisors
Tampa,
Florida
| – | +$186 | +5 | +50% |
|
|
HI
382
Harbour Investments
Madison,
Wisconsin
| – | +$334 | +9 | New |
|
AMH Hedge Fund Activity: Q2 2021 in Review
357 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q2 2021, worth a combined $11.3B — up 23% from $9.15B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new AMH positions and 26 closed out — a net gain of 40 holders — while 121 added to existing stakes and 117 trimmed.
The largest buyer was Norges Bank, adding an estimated $224M. The largest seller was Long Pond Capital, cutting an estimated $125M.
- 357 institutional investors held American Homes 4 Rent (AMH) as of Q2 2021, up from 320 in Q1 2021.
- Funds reported $11.3B of American Homes 4 Rent stock for Q2 2021, up 23% quarter-over-quarter.
- 66 funds opened new American Homes 4 Rent positions in Q2 2021 and 26 closed out, a net change of +40 holders.
- The largest American Homes 4 Rent buyer in Q2 2021 was Norges Bank, an estimated $224M added.
- The largest American Homes 4 Rent seller in Q2 2021 was Long Pond Capital, an estimated $125M sold.
Based on aggregated 13F filings for Q2 2021.