American Homes 4 Rent
166 hedge funds and large institutions have $2.17B invested in American Homes 4 Rent in 2014 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 78 increasing their positions, 40 reducing their positions, and 25 closing their positions.
95% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 40
28% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 25
9% more capital invested
Capital invested by funds: $1.98B → $2.17B (+$185M)
7.1% more ownership
Funds ownership: 64.2% → 71.3% (+7.1%)
4% more funds holding
Funds holding: 159 → 166 (+7)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
57% less call options, than puts
Call options by funds: $1.43M | Put options by funds: $3.3M
Top Buyers
| 1 |
AIM
Assured Investment Management
New York
|
+$116M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$114M |
| 3 |
Cohen & Steers
New York
|
+$86.7M |
| 4 |
LPC
Long Pond Capital
New York
|
+$28.1M |
| 5 |
BFC
Banc Funds Company
Chicago,
Illinois
|
+$23.1M |
Top Sellers
| 1 |
AC
Alleghany Corporation
New York
|
-$56.1M |
| 2 |
CRAM
Claren Road Asset Management
New York
|
-$38.1M |
| 3 |
UOC
UBS O'Connor
Chicago,
Illinois
|
-$36.3M |
| 4 |
VCM
V3 Capital Management
Dallas,
Texas
|
-$33.6M |
| 5 |
SAM
Serengeti Asset Management
New York
|
-$21.7M |
AMH Hedge Fund Activity: Q2 2014 in Review
166 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q2 2014, worth a combined $2.17B — up 9.3% from $1.98B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new AMH positions and 25 closed out — a net gain of 7 holders — while 78 added to existing stakes and 40 trimmed.
The largest buyer was Assured Investment Management, adding an estimated $116M. The largest seller was Alleghany Corporation, exiting entirely with an estimated $56.1M sold.
- 166 institutional investors held American Homes 4 Rent (AMH) as of Q2 2014, up from 159 in Q1 2014.
- Funds reported $2.17B of American Homes 4 Rent stock for Q2 2014, up 9.3% quarter-over-quarter.
- 32 funds opened new American Homes 4 Rent positions in Q2 2014 and 25 closed out, a net change of +7 holders.
- The largest American Homes 4 Rent buyer in Q2 2014 was Assured Investment Management, an estimated $116M added.
- The largest American Homes 4 Rent seller in Q2 2014 was Alleghany Corporation, an estimated $56.1M sold.
Based on aggregated 13F filings for Q2 2014.