American Homes 4 Rent
396 hedge funds and large institutions have $11.2B invested in American Homes 4 Rent in 2022 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 140 increasing their positions, 152 reducing their positions, and 47 closing their positions.
30% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 47
2% more funds holding
Funds holding: 388 → 396 (+8)
0.22% more ownership
Funds ownership: 91.08% → 91.3% (+0.22%)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
8% less repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 152
11% less capital invested
Capital invested by funds: $12.6B → $11.2B (-$1.42B)
93% less call options, than puts
Call options by funds: $988K | Put options by funds: $13.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$181M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$113M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$83.8M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$82.4M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$73.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$145M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$101M |
| 3 |
LPC
Long Pond Capital
New York
|
-$95.2M |
| 4 |
KKRC
Kohlberg Kravis Roberts & Co
New York
|
-$67.9M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$38.7M |
AMH Hedge Fund Activity: Q2 2022 in Review
396 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q2 2022, worth a combined $11.2B — down 11% from $12.6B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new AMH positions and 47 closed out — a net gain of 14 holders — while 140 added to existing stakes and 152 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $181M. The largest seller was Goldman Sachs, cutting an estimated $145M.
- 396 institutional investors held American Homes 4 Rent (AMH) as of Q2 2022, up from 388 in Q1 2022.
- Funds reported $11.2B of American Homes 4 Rent stock for Q2 2022, down 11% quarter-over-quarter.
- 61 funds opened new American Homes 4 Rent positions in Q2 2022 and 47 closed out, a net change of +14 holders.
- The largest American Homes 4 Rent buyer in Q2 2022 was T. Rowe Price Associates, an estimated $181M added.
- The largest American Homes 4 Rent seller in Q2 2022 was Goldman Sachs, an estimated $145M sold.
Based on aggregated 13F filings for Q2 2022.