We are live on ! Find out more
AMH icon

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
Calamos Advisors
76
Calamos Advisors
Illinois
$2.96M +$3.13M +175,135 New
AllianceBernstein
77
AllianceBernstein
Tennessee
$2.84M +$256K +14,320 +9%
Swiss National Bank
78
Swiss National Bank
Switzerland
$2.82M +$359K +20,100 +14%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$2.77M +$2.87M +160,734 +5,303%
New York State Common Retirement Fund
80
New York State Common Retirement Fund
New York
$2.65M +$2.81M +157,086 New
ACI
81
AMP Capital Investors
Australia
$2.6M +$1.75M +98,200 +183%
LPC
82
Loeb Partners Corp
New York
$2.58M -$649K -36,300 -19%
BlackRock
83
BlackRock
New York
$2.26M +$371K +20,776 +18%
GC
84
Guggenheim Capital
Illinois
$2.15M +$1.67M +93,526 +278%
HSBC Holdings
85
HSBC Holdings
United Kingdom
$2.11M +$243K +13,608 +12%
AAM
86
Aberdeen Asset Management
United Kingdom
$2.07M +$1.13M +63,270 +107%
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$1.88M -$264K -14,759 -12%
Citadel Advisors
88
Citadel Advisors
Florida
$1.87M +$663K +37,107 +50%
State of Wisconsin Investment Board
89
State of Wisconsin Investment Board
Wisconsin
$1.85M +$137K +7,660 +8%
JHIU
90
Janus Henderson Investors US
Colorado
$1.82M +$210K +11,750 +12%
Sumitomo Mitsui Trust Group
91
Sumitomo Mitsui Trust Group
Japan
$1.76M +$1.3M +72,497 +228%
CCMH
92
Cornerstone Capital Management Holdings
New York
$1.58M +$164K +9,159 +11%
RJA
93
Raymond James & Associates
Florida
$1.54M +$566K +31,670 +53%
NCCM
94
Nine Chapters Capital Management
New Jersey
$1.5M -$23.2K -1,300 -1%
RhumbLine Advisers
95
RhumbLine Advisers
Massachusetts
$1.44M +$35.9K +2,010 +2%
VRS
96
Virginia Retirement Systems
Virginia
$1.41M +$1.5M +83,700 New
CWM
97
Calamos Wealth Management
Illinois
$1.35M +$1.43M +80,090 New
Tudor Investment Corp
98
Tudor Investment Corp
Connecticut
$1.33M +$1.4M +78,522 New
WBC
99
Westpac Banking Corp
Australia
$1.28M -$3.63M -203,300 -73%
Wells Fargo
100
Wells Fargo
California
$1.18M +$95.3K +5,336 +8%
2 3
4
5 6

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.