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American Homes 4 Rent
AMH

241 hedge funds and large institutions have $4.87B invested in American Homes 4 Rent in 2016 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 85 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,093% more call options, than puts

Call options by funds: $16.3M | Put options by funds: $389K

76% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 25

7% more funds holding

Funds holding: 226 → 241 (+15)

1.03% more ownership

Funds ownership: 96.56% → 97.58% (+1%)

1% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 84

2% less capital invested

Capital invested by funds: $4.97B → $4.87B (-$103M)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
241
Holders Change
+15
Holders Change %
+6.64%
% of All Funds
6.03%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
44
Increased
85
Reduced
84
Closed
25
Calls
$16.3M
Puts
$389K
Net Calls
+$15.9M
Net Calls Change
+$15.5M

Top Buyers

1
AL
AJO LP
Pennsylvania
+$128M
2
Deutsche Bank
Deutsche Bank
Germany
+$88.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$51.5M
4
NI
Numeric Investors
Massachusetts
+$38.7M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$28.4M

Top Sellers

1
TCP
Tourbillon Capital Partners
New York
-$162M
2
ZP
Zimmer Partners
New York
-$47.6M
3
Citadel Advisors
Citadel Advisors
Florida
-$44.9M
4
Cohen & Steers
Cohen & Steers
New York
-$31.2M
5
Marshall Wace
Marshall Wace
United Kingdom
-$21.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
51
Credit Suisse
Switzerland
$16.4M -$1.62M -77,923 -9%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$16.4M -$14.2M -682,442 -47%
SEI Investments
53
SEI Investments
Pennsylvania
$16.3M -$1.52M -73,389 -9%
BFC
54
Banc Funds Company
Illinois
$16.3M – – –
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$15.4M +$7.98M +384,699 +110%
Axa
56
Axa
France
$14.6M +$745K +35,895 +5%
AIMCA
57
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$14.6M – – –
NFA
58
Nationwide Fund Advisors
Ohio
$14M +$1.74M +83,987 +14%
BCM
59
BlueCrest Capital Management
Jersey
$13.3M -$56.3K -2,713 -0.4%
Neuberger Berman Group
60
Neuberger Berman Group
New York
$13M -$4.76M -229,648 -27%
RJA
61
Raymond James & Associates
Florida
$12M -$9.31M -448,710 -44%
DSA
62
Davis Selected Advisers
Arizona
$11.9M +$177K +8,527 +2%
ESCM
63
Echo Street Capital Management
New York
$11.2M -$9.7M -467,630 -47%
Ohio Public Employees Retirement System (OPERS)
64
Ohio Public Employees Retirement System (OPERS)
Ohio
$11M +$958K +46,194 +11%
GA
65
GRS Advisors
Illinois
$11M -$12.6M -608,833 -54%
Asset Management One
66
Asset Management One
Japan
$10.2M -$6.9M -332,506 -40%
Principal Financial Group
67
Principal Financial Group
Iowa
$9.73M +$2.28M +109,699 +31%
WBC
68
Westpac Banking Corp
Australia
$9.32M -$3.27M -157,477 -29%
California Public Employees Retirement System
69
California Public Employees Retirement System
California
$9.04M -$203K -9,800 -2%
BlackRock
70
BlackRock
New York
$8.4M -$1.02M -49,268 -11%
PMAM
71
Picton Mahoney Asset Management
Ontario, Canada
$8.38M +$2.42M +116,900 +41%
Legal & General Group
72
Legal & General Group
United Kingdom
$8.13M -$1.04M -49,982 -11%
UBS AM
73
UBS AM
Illinois
$7.78M -$1.74M -83,701 -18%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$7.47M -$197K -9,500 -3%
Swiss National Bank
75
Swiss National Bank
Switzerland
$7.38M +$83K +4,000 +1%
1 2
3
4 5

AMH Hedge Fund Activity: Q4 2016 in Review

241 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q4 2016, worth a combined $4.87B — down 2.1% from $4.97B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AMH positions and 25 closed out — a net gain of 19 holders — while 85 added to existing stakes and 84 trimmed.

The largest buyer was AJO LP, opening a new position worth an estimated $128M. The largest seller was Tourbillon Capital Partners, exiting entirely with an estimated $162M sold.

  • 241 institutional investors held American Homes 4 Rent (AMH) as of Q4 2016, up from 226 in Q3 2016.
  • Funds reported $4.87B of American Homes 4 Rent stock for Q4 2016, down 2.1% quarter-over-quarter.
  • 44 funds opened new American Homes 4 Rent positions in Q4 2016 and 25 closed out, a net change of +19 holders.
  • The largest American Homes 4 Rent buyer in Q4 2016 was AJO LP, an estimated $128M added.
  • The largest American Homes 4 Rent seller in Q4 2016 was Tourbillon Capital Partners, an estimated $162M sold.

Based on aggregated 13F filings for Q4 2016.