American Homes 4 Rent
295 hedge funds and large institutions have $7.02B invested in American Homes 4 Rent in 2020 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 98 increasing their positions, 106 reducing their positions, and 39 closing their positions.
28% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 39
16% more capital invested
Capital invested by funds: $6.04B → $7.02B (+$978M)
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
3% more funds holding
Funds holding: 286 → 295 (+9)
0.29% more ownership
Funds ownership: 86.72% → 87.01% (+0.29%)
8% less repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 106
76% less call options, than puts
Call options by funds: $1.41M | Put options by funds: $5.81M
Top Buyers
Top Sellers
| 1 |
Invesco
Atlanta,
Georgia
|
-$120M |
| 2 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$44.2M |
| 3 |
ClearBridge Investments
New York
|
-$37.9M |
| 4 |
Goldman Sachs
New York
|
-$36.6M |
| 5 |
Renaissance Technologies
New York
|
-$27.5M |
AMH Hedge Fund Activity: Q2 2020 in Review
295 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q2 2020, worth a combined $7.02B — up 16% from $6.04B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new AMH positions and 39 closed out — a net gain of 11 holders — while 98 added to existing stakes and 106 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $116M. The largest seller was Invesco, cutting an estimated $120M.
- 295 institutional investors held American Homes 4 Rent (AMH) as of Q2 2020, up from 286 in Q1 2020.
- Funds reported $7.02B of American Homes 4 Rent stock for Q2 2020, up 16% quarter-over-quarter.
- 50 funds opened new American Homes 4 Rent positions in Q2 2020 and 39 closed out, a net change of +11 holders.
- The largest American Homes 4 Rent buyer in Q2 2020 was Victory Capital Management, an estimated $116M added.
- The largest American Homes 4 Rent seller in Q2 2020 was Invesco, an estimated $120M sold.
Based on aggregated 13F filings for Q2 2020.