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American Homes 4 Rent
AMH

376 hedge funds and large institutions have $11.5B invested in American Homes 4 Rent in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 147 increasing their positions, 130 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 30

25% more funds holding in top 10

Funds holding in top 10: 8 → 10 (+2)

14% more capital invested

Capital invested by funds: $10.1B → $11.5B (+$1.4B)

13% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 130

6% more funds holding

Funds holding: 355 → 376 (+21)

0.9% more ownership

Funds ownership: 89.31% → 90.2% (+0.9%)

14% less call options, than puts

Call options by funds: $765K | Put options by funds: $886K

Holders
376
Holders Change
+21
Holders Change %
+5.92%
% of All Funds
5.9%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
52
Increased
147
Reduced
130
Closed
30
Calls
$765K
Puts
$886K
Net Calls
-$121K
Net Calls Change
-$11.1M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$175M
2
RC
Resolution Capital
Australia
+$109M
3
ECM
ExodusPoint Capital Management
New York
+$69.4M
4
BlackRock
BlackRock
New York
+$64M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$53.9M

Top Sellers

Rank Fund Capital Flow
1
LPC
Long Pond Capital
New York
-$90M
2
CIM
Centersquare Investment Management
Pennsylvania
-$65.9M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$57.6M
4
Invesco
Invesco
Georgia
-$43.3M
5
Victory Capital Management
Victory Capital Management
Texas
-$40.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
76
Ameriprise
Minnesota
$19.4M -$8.08M -238,363 -30%
CG
77
Colony Group
Massachusetts
$19M +$2.05M +60,571 +13%
Wells Fargo
78
Wells Fargo
California
$18.8M -$1.59M -46,989 -8%
Barclays
79
Barclays
United Kingdom
$18.5M -$8.78M -258,948 -33%
Franklin Resources
80
Franklin Resources
California
$18.5M -$687K -20,276 -4%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$18.4M +$330K +9,749 +2%
SSA
82
Schonfeld Strategic Advisors
New York
$18.4M +$17.6M +518,900 New
O
83
Ossiam
France
$18.4M +$17.3M +510,060 +6,142%
Primecap Management
84
Primecap Management
California
$18.2M -$1.13M -33,400 -6%
UIC
85
Uniplan Investment Counsel
Wisconsin
$17.7M -$785K -23,157 -4%
WMSA
86
Weiss Multi-Strategy Advisers
New York
$17.5M +$14.7M +432,810 +712%
CCM
87
Chilton Capital Management
Texas
$17M -$803K -23,693 -5%
RhumbLine Advisers
88
RhumbLine Advisers
Massachusetts
$15.6M +$1.84M +54,211 +14%
Nomura Asset Management
89
Nomura Asset Management
Japan
$14.9M +$911K +26,880 +7%
Alyeska Investment Group
90
Alyeska Investment Group
Illinois
$14.3M +$13.7M +404,665 New
Millennium Management
91
Millennium Management
New York
$14.1M +$12.9M +380,218 +2,181%
GIA
92
Gateway Investment Advisers
Ohio
$13.6M +$18.2K +538 +0.1%
Envestnet Asset Management
93
Envestnet Asset Management
Illinois
$13.4M +$137K +4,030 +1%
Canada Life
94
Canada Life
Manitoba, Canada
$13.3M +$288K +8,501 +2%
Fidelity International
95
Fidelity International
Bermuda
$12.7M – – –
TAM
96
Third Avenue Management
New York
$12.6M – – –
CS
97
Credit Suisse
Switzerland
$12.3M +$225K +6,638 +2%
New York State Common Retirement Fund
98
New York State Common Retirement Fund
New York
$12.1M +$958K +28,261 +9%
Mitsubishi UFJ Asset Management
99
Mitsubishi UFJ Asset Management
Japan
$11.1M +$936K +27,628 +10%
BGDI
100
BW Gestao de Investimentos
Brazil
$10.6M +$10.2M +300,000 New
2 3
4
5 6

AMH Hedge Fund Activity: Q2 2023 in Review

376 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q2 2023, worth a combined $11.5B — up 14% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new AMH positions and 30 closed out — a net gain of 22 holders — while 147 added to existing stakes and 130 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $175M. The largest seller was Long Pond Capital, exiting entirely with an estimated $90M sold.

  • 376 institutional investors held American Homes 4 Rent (AMH) as of Q2 2023, up from 355 in Q1 2023.
  • Funds reported $11.5B of American Homes 4 Rent stock for Q2 2023, up 14% quarter-over-quarter.
  • 52 funds opened new American Homes 4 Rent positions in Q2 2023 and 30 closed out, a net change of +22 holders.
  • The largest American Homes 4 Rent buyer in Q2 2023 was JP Morgan Chase, an estimated $175M added.
  • The largest American Homes 4 Rent seller in Q2 2023 was Long Pond Capital, an estimated $90M sold.

Based on aggregated 13F filings for Q2 2023.