American Homes 4 Rent
385 hedge funds and large institutions have $10.9B invested in American Homes 4 Rent in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 176 increasing their positions, 112 reducing their positions, and 33 closing their positions.
2,464% more call options, than puts
Call options by funds: $25.8M | Put options by funds: $1.01M
57% more repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 112
36% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 33
2% more funds holding
Funds holding: 376 → 385 (+9)
0.72% less ownership
Funds ownership: 90.2% → 89.49% (-0.72%)
6% less capital invested
Capital invested by funds: $11.5B → $10.9B (-$648M)
30% less funds holding in top 10
Funds holding in top 10: 10 → 7 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$171M |
| 2 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
+$120M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$59.3M |
| 4 |
WCP
Waterfront Capital Partners
New York
|
+$57.2M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$36.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$198M |
| 2 |
Cohen & Steers
New York
|
-$115M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$86.3M |
| 4 |
JP Morgan Chase
New York
|
-$84.7M |
| 5 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$63.1M |
AMH Hedge Fund Activity: Q3 2023 in Review
385 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q3 2023, worth a combined $10.9B — down 5.6% from $11.5B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new AMH positions and 33 closed out — a net gain of 12 holders — while 176 added to existing stakes and 112 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $171M. The largest seller was Victory Capital Management, cutting an estimated $198M.
- 385 institutional investors held American Homes 4 Rent (AMH) as of Q3 2023, up from 376 in Q2 2023.
- Funds reported $10.9B of American Homes 4 Rent stock for Q3 2023, down 5.6% quarter-over-quarter.
- 45 funds opened new American Homes 4 Rent positions in Q3 2023 and 33 closed out, a net change of +12 holders.
- The largest American Homes 4 Rent buyer in Q3 2023 was Citadel Advisors, an estimated $171M added.
- The largest American Homes 4 Rent seller in Q3 2023 was Victory Capital Management, an estimated $198M sold.
Based on aggregated 13F filings for Q3 2023.