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American Homes 4 Rent

355 hedge funds and large institutions have $10.1B invested in American Homes 4 Rent in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 144 increasing their positions, 134 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

898% more call options, than puts

Call options by funds: $12.2M | Put options by funds: $1.23M

6% more capital invested

Capital invested by funds: $9.59B → $10.1B (+$557M)

7% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 134

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

2.1% less ownership

Funds ownership: 91.4%89.31% (-2.1%)

5% less funds holding

Funds holding: 374355 (-19)

30% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 43

Holders
355
Holders Change
-19
Holders Change %
-5.08%
% of All Funds
5.66%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
30
Increased
144
Reduced
134
Closed
43
Calls
$12.2M
Puts
$1.23M
Net Calls
+$11M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$91.8M +$731K +22,898 +0.8%
LPC
27
Long Pond Capital
New York
$90M +$54.3M +1,702,707 +147%
Invesco
28
Invesco
Georgia
$89.6M -$20.6M -647,202 -19%
Massachusetts Financial Services
29
Massachusetts Financial Services
Massachusetts
$88.9M +$1.96M +61,492 +2%
Goldman Sachs
30
Goldman Sachs
New York
$81M -$10.3M -322,349 -11%
ACM
31
AEW Capital Management
Massachusetts
$72.1M -$3.13M -98,040 -4%
Lord, Abbett & Co
32
Lord, Abbett & Co
New Jersey
$70.4M -$2.6M -81,541 -4%
Northern Trust
33
Northern Trust
Illinois
$64.2M -$1.1M -34,531 -2%
UBS AM
34
UBS AM
Illinois
$62.2M +$1.63M +50,947 +3%
Bank of America
35
Bank of America
North Carolina
$61.7M +$7.28M +228,305 +13%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$61.3M +$1.64M +51,256 +3%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$55.4M -$1.43M -44,878 -2%
Mitsubishi UFJ Trust & Banking
38
Mitsubishi UFJ Trust & Banking
Japan
$52.7M -$10.4M -327,485 -16%
Macquarie Group
39
Macquarie Group
Australia
$52.6M -$9.14M -286,582 -15%
BA
40
Bridgewater Associates
Connecticut
$51.6M +$5.9M +184,974 +13%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$45.9M -$3.9M -122,228 -8%
ACM
42
Adelante Capital Management
California
$44.6M +$4.56M +142,881 +11%
VCM
43
V3 Capital Management
Texas
$43.7M -$7.53M -236,100 -15%
5NCM
44
59 North Capital Management
Texas
$43M +$12.5M +391,098 +40%
SO
45
STRS Ohio
Ohio
$42.6M -$3.32M -103,950 -7%
VLKIM
46
Van Lanschot Kempen Investment Management
Netherlands
$42.4M +$890K +27,900 +2%
ClearBridge Investments
47
ClearBridge Investments
New York
$42.1M -$323K -10,112 -0.8%
Axa
48
Axa
France
$40.2M +$5.41M +169,620 +15%
VC
49
Vision Capital
Ontario, Canada
$39.8M
Swiss National Bank
50
Swiss National Bank
Switzerland
$39.5M -$485K -15,200 -1%

AMH Hedge Fund Activity: Q1 2023 in Review

355 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q1 2023, worth a combined $10.1B — up 5.8% from $9.59B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of AMH and 30 opened new positions — a net loss of 13 holders — while 134 trimmed existing stakes and 144 added.

The largest buyer was Balyasny Asset Management, adding an estimated $88.7M. The largest seller was Centersquare Investment Management, cutting an estimated $64.9M.

  • 355 institutional investors held American Homes 4 Rent (AMH) as of Q1 2023, down from 374 in Q4 2022.
  • Funds reported $10.1B of American Homes 4 Rent stock for Q1 2023, up 5.8% quarter-over-quarter.
  • 30 funds opened new American Homes 4 Rent positions in Q1 2023 and 43 closed out, a net change of -13 holders.
  • The largest American Homes 4 Rent buyer in Q1 2023 was Balyasny Asset Management, an estimated $88.7M added.
  • The largest American Homes 4 Rent seller in Q1 2023 was Centersquare Investment Management, an estimated $64.9M sold.

Based on aggregated 13F filings for Q1 2023.