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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
DSA
51
Davis Selected Advisers
Arizona
$7.82M +$8.27M +462,680 New
TA
52
Teachers Advisors
New York
$7.76M +$804K +44,975 +11%
TCIM
53
TIAA CREF Investment Management
New York
$7.43M +$2.64M +147,663 +51%
ARC
54
Absolute Return Capital
Massachusetts
$7.01M -$312K -17,451 -4%
Bank of America
55
Bank of America
North Carolina
$6.03M +$1.12M +62,758 +21%
MAA
56
Managed Account Advisors
New Jersey
$5.81M +$615K +34,408 +11%
LCG
57
Luxor Capital Group
New York
$5.66M +$5.99M +335,000 New
TIAAOA
58
Teachers Insurance & Annuity Association of America
New York
$5.59M +$632K +35,400 +12%
CS
59
Credit Suisse
Switzerland
$5.57M -$248K -13,885 -4%
RHI
60
Richmond Hill Investments
New York
$5.15M +$5.45M +305,042 New
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$4.81M +$529K +29,633 +12%
Goldman Sachs
62
Goldman Sachs
New York
$4.68M +$2.23M +124,574 +82%
BCM
63
Bodri Capital Management
California
$4.64M +$4.91M +275,000 New
STC
64
SEI Trust Company
Pennsylvania
$4.51M +$790K +44,197 +20%
SO
65
STRS Ohio
Ohio
$4.45M +$661K +37,003 +16%
GC
66
Globeflex Capital
California
$4.37M +$4.62M +258,652 New
Ohio Public Employees Retirement System (OPERS)
67
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.22M +$2.44M +136,315 +120%
Legal & General Group
68
Legal & General Group
United Kingdom
$4.07M +$707K +39,600 +20%
Renaissance Technologies
69
Renaissance Technologies
New York
$3.8M -$9.42M -527,000 -70%
UBS AM
70
UBS AM
Illinois
$3.68M +$230K +12,900 +6%
Lazard Asset Management
71
Lazard Asset Management
New York
$3.47M +$949K +53,114 +35%
MAM
72
Martingale Asset Management
Massachusetts
$3.47M +$3.67M +205,209 New
TAL
73
TIG Advisors LLC
New York
$3.38M +$3.57M +200,000 New
Millennium Management
74
Millennium Management
New York
$3.26M +$1.07M +60,011 +45%
Deutsche Bank
75
Deutsche Bank
Germany
$3M -$1.67M -93,666 -35%
1 2
3
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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.