We are live on ! Find out more
AMH icon

American Homes 4 Rent
AMH

188 hedge funds and large institutions have $2.69B invested in American Homes 4 Rent in 2014 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 89 increasing their positions, 45 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,256% more call options, than puts

Call options by funds: $4.25M | Put options by funds: $41K

200% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 12

98% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 45

24% more capital invested

Capital invested by funds: $2.17B → $2.69B (+$518M)

13% more funds holding

Funds holding: 166 → 188 (+22)

4.86% more ownership

Funds ownership: 71.3% → 76.15% (+4.9%)

38% less funds holding in top 10

Funds holding in top 10: 8 → 5 (-3)

Holders
188
Holders Change
+22
Holders Change %
+13.25%
% of All Funds
5.46%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.15%
New
36
Increased
89
Reduced
45
Closed
12
Calls
$4.25M
Puts
$41K
Net Calls
+$4.21M
Net Calls Change
+$6.08M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$221M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
+$95.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$63.9M
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$41M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$39.5M

Top Sellers

1
CRAM
Claren Road Asset Management
New York
-$88.8M
2
ECM
EII Capital Management
New York
-$75.4M
3
AIM
Assured Investment Management
New York
-$44.5M
4
KCM
Kingstown Capital Management
New York
-$44.4M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$23.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
26
Banc Funds Company
Illinois
$19.8M -$3.31M -185,000 -14%
Northern Trust
27
Northern Trust
Illinois
$17.7M +$7.32M +409,890 +64%
N
28
Nuveen
North Carolina
$17.4M +$4.85M +271,607 +36%
AFG
29
American Financial Group
Ohio
$16.9M – – –
REMS
30
Real Estate Management Services
$15.9M +$16.8M +938,800 New
ACM
31
AEW Capital Management
Massachusetts
$15.7M -$1.05M -58,800 -6%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$15.2M +$9.03M +505,464 +129%
MCM
33
Maltese Capital Management
New York
$13.6M +$1.08M +60,500 +8%
RFC
34
Russell Frank Company
Washington
$13.4M +$3.64M +204,013 +35%
Asset Management One
35
Asset Management One
Japan
$12.3M +$10.2M +570,819 +387%
Two Sigma Advisers
36
Two Sigma Advisers
New York
$12.1M +$1.24M +69,300 +11%
Robeco Institutional Asset Management
37
Robeco Institutional Asset Management
Netherlands
$12M -$1.58M -88,677 -11%
Two Sigma Investments
38
Two Sigma Investments
New York
$11.9M -$5.8M -324,535 -32%
BCM
39
BlueCrest Capital Management
Jersey
$10.7M +$11.3M +633,388 New
BCMU
40
BlueCrest Capital Management (UK)
Guernsey
$10.7M +$11.3M +633,388 New
AWCI
41
Alpine Woods Capital Investors
New York
$10.4M -$7.83M -438,300 -42%
FM
42
Forward Management
California
$9.86M – – –
Norges Bank
43
Norges Bank
Norway
$9.75M +$1.48M +82,796 +17%
GH
44
Green Holdings
Bermuda
$9.54M -$9.51M -532,555 -49%
BG
45
BlackRock Group
United Kingdom
$9.32M +$2.05M +114,852 +26%
Charles Schwab
46
Charles Schwab
California
$9.16M +$6.44M +360,195 +198%
Ameriprise
47
Ameriprise
Minnesota
$8.93M -$1.69M -94,824 -15%
GXMC
48
Global X Management Company
New York
$8.36M +$415K +23,253 +5%
HCM
49
Highbridge Capital Management
New York
$8.11M +$8.58M +480,254 New
CC
50
Carlson Capital
Texas
$8.04M +$8.5M +475,900 New
1
2
3 4 5

AMH Hedge Fund Activity: Q3 2014 in Review

188 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q3 2014, worth a combined $2.69B — up 24% from $2.17B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AMH positions and 12 closed out — a net gain of 24 holders — while 89 added to existing stakes and 45 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $221M. The largest seller was Claren Road Asset Management, exiting entirely with an estimated $88.8M sold.

  • 188 institutional investors held American Homes 4 Rent (AMH) as of Q3 2014, up from 166 in Q2 2014.
  • Funds reported $2.69B of American Homes 4 Rent stock for Q3 2014, up 24% quarter-over-quarter.
  • 36 funds opened new American Homes 4 Rent positions in Q3 2014 and 12 closed out, a net change of +24 holders.
  • The largest American Homes 4 Rent buyer in Q3 2014 was Cohen & Steers, an estimated $221M added.
  • The largest American Homes 4 Rent seller in Q3 2014 was Claren Road Asset Management, an estimated $88.8M sold.

Based on aggregated 13F filings for Q3 2014.