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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
Neuberger Berman Group
26
Neuberger Berman Group
New York
$64.3M -$35.8K -1,435 -0.1%
Axa
27
Axa
France
$62.2M -$2.04M -81,930 -3%
AAMU
28
APG Asset Management US
New York
$59.4M -$19.9M -796,500 -26%
CIM
29
Centersquare Investment Management
Pennsylvania
$57.1M +$20.8M +834,998 +65%
Ameriprise
30
Ameriprise
Minnesota
$55.6M +$36.4M +1,458,450 +240%
Goldman Sachs
31
Goldman Sachs
New York
$50.9M -$36.6M -1,469,467 -44%
ACM
32
AEW Capital Management
Massachusetts
$48.3M -$2.2M -88,250 -5%
ACI
33
AMP Capital Investors
Australia
$47.8M +$3.9M +156,556 +10%
Legal & General Group
34
Legal & General Group
United Kingdom
$43.3M +$3.14M +125,844 +8%
AllianceBernstein
35
AllianceBernstein
Tennessee
$41.4M +$6.81M +273,290 +22%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$36.5M -$2.31M -92,785 -6%
Morgan Stanley
37
Morgan Stanley
New York
$36.3M +$605K +24,283 +2%
Mitsubishi UFJ Trust & Banking
38
Mitsubishi UFJ Trust & Banking
Japan
$34.6M -$3.45M -138,503 -10%
Janus Henderson Group
39
Janus Henderson Group
United Kingdom
$34.3M +$25.2M +1,010,811 +382%
ACM
40
Adelante Capital Management
California
$32.6M +$3.85M +154,591 +14%
UBS AM
41
UBS AM
Illinois
$32.2M +$335K +13,452 +1%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$31.3M -$12.7M -510,269 -30%
American Century Companies
43
American Century Companies
Missouri
$30M +$9.87M +395,852 +55%
Bank of America
44
Bank of America
North Carolina
$29.4M +$3.67M +147,183 +16%
Wellington Management Group
45
Wellington Management Group
Massachusetts
$27.8M -$1.4M -56,244 -5%
Millennium Management
46
Millennium Management
New York
$27.7M +$15.3M +612,525 +147%
VOYA Investment Management
47
VOYA Investment Management
Georgia
$27.3M +$6.01M +241,122 +31%
Fidelity International
48
Fidelity International
Bermuda
$24.1M -$2.97M -118,989 -12%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$20.2M +$896K +35,961 +5%
WBC
50
Westpac Banking Corp
Australia
$20.2M +$5.58M +223,950 +43%
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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.