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American Homes 4 Rent

446 hedge funds and large institutions have $12.4B invested in American Homes 4 Rent in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 166 increasing their positions, 159 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more call options, than puts

Call options by funds: $4.39M | Put options by funds: $1.19M

1.36% more ownership

Funds ownership: 86.06%87.42% (+1.4%)

9% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 55

4% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 159

2% more capital invested

Capital invested by funds: $12.1B → $12.4B (+$270M)

0% less funds holding

Funds holding: 447446 (-1)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
446
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
5.87%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
60
Increased
166
Reduced
159
Closed
55
Calls
$4.39M
Puts
$1.19M
Net Calls
+$3.2M
Net Calls Change
+$3.23M
Name Holding Trade Value Shares
Change
Change in
Stake
Lord, Abbett & Co
51
Lord, Abbett & Co
New Jersey
$32.4M -$4.25M -113,431 -12%
ACM
52
Adelante Capital Management
California
$31.4M +$2.84M +75,823 +10%
Retirement Systems of Alabama
53
Retirement Systems of Alabama
Alabama
$30M +$131K +3,510 +0.4%
Macquarie Group
54
Macquarie Group
Australia
$27.8M +$219K +5,859 +0.8%
LBIM
55
Land & Buildings Investment Management
Connecticut
$27.6M +$27.6M +737,850 New
LIP
56
Landmark Investment Partners
Florida
$27M +$27M +721,308 New
BAMCO Inc
57
BAMCO Inc
New York
$26.6M -$1.77M -47,361 -6%
Deutsche Bank
58
Deutsche Bank
Germany
$26.4M -$63.6M -1,697,960 -71%
Barclays
59
Barclays
United Kingdom
$25.3M +$12.3M +329,648 +95%
Focus Partners Wealth
60
Focus Partners Wealth
Massachusetts
$25.1M +$1.03M +27,575 +4%
UIC
61
Uniplan Investment Counsel
Wisconsin
$24.8M -$533K -14,240 -2%
Asset Management One
62
Asset Management One
Japan
$24.7M +$241K +6,449 +1%
Canada Life
63
Canada Life
Manitoba, Canada
$24.1M +$789K +21,085 +3%
Zurich Cantonal Bank
64
Zurich Cantonal Bank
Switzerland
$23.2M -$604K -16,144 -3%
Ameriprise
65
Ameriprise
Minnesota
$23.1M +$254K +6,787 +1%
Mitsubishi UFJ Trust & Banking
66
Mitsubishi UFJ Trust & Banking
Japan
$21.4M -$4.58M -122,436 -18%
Ohio Public Employees Retirement System (OPERS)
67
Ohio Public Employees Retirement System (OPERS)
Ohio
$21.2M -$241K -6,433 -1%
AllianceBernstein
68
AllianceBernstein
Tennessee
$21M +$2.1M +56,006 +11%
AIMCA
69
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$20.8M
Axa
70
Axa
France
$20.1M +$1.92M +51,215 +11%
Amundi
71
Amundi
France
$19.8M -$1.61M -42,986 -7%
GAM
72
Gotham Asset Management
New York
$19.8M +$5.64M +150,669 +40%
Allianz Asset Management
73
Allianz Asset Management
Germany
$19.7M -$653K -17,441 -3%
Neuberger Berman Group
74
Neuberger Berman Group
New York
$19.7M +$15.7M +419,564 +393%
HSBC Holdings
75
HSBC Holdings
United Kingdom
$19.5M +$5.97M +159,371 +44%

AMH Hedge Fund Activity: Q4 2024 in Review

446 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q4 2024, worth a combined $12.4B — up 2.2% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new AMH positions and 55 closed out — a net gain of 5 holders — while 166 added to existing stakes and 159 trimmed.

The largest buyer was Invesco, adding an estimated $153M. The largest seller was Deutsche Bank, cutting an estimated $63.6M.

  • 446 institutional investors held American Homes 4 Rent (AMH) as of Q4 2024, down from 447 in Q3 2024.
  • Funds reported $12.4B of American Homes 4 Rent stock for Q4 2024, up 2.2% quarter-over-quarter.
  • 60 funds opened new American Homes 4 Rent positions in Q4 2024 and 55 closed out, a net change of +5 holders.
  • The largest American Homes 4 Rent buyer in Q4 2024 was Invesco, an estimated $153M added.
  • The largest American Homes 4 Rent seller in Q4 2024 was Deutsche Bank, an estimated $63.6M sold.

Based on aggregated 13F filings for Q4 2024.