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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
Natixis Advisors
101
Natixis Advisors
Massachusetts
$1.13M -$953K -53,366 -44%
BIM
102
BlackRock Investment Management
Delaware
$1.12M +$35.2K +1,970 +3%
AAMU
103
Amundi Asset Management US
Massachusetts
$1.05M -$17.9K -1,000 -2%
Zurich Cantonal Bank
104
Zurich Cantonal Bank
Switzerland
$1.05M -$197K -11,000 -15%
First Trust Advisors
105
First Trust Advisors
Illinois
$1.02M +$593K +33,208 +121%
LIMS
106
Lasalle Investment Management Securities
Maryland
$1M +$284K +15,890 +37%
ProShare Advisors
107
ProShare Advisors
Maryland
$976K +$1.03M +57,798 New
VOYA Investment Management
108
VOYA Investment Management
Georgia
$952K -$1.27K -71 -0.1%
Lord, Abbett & Co
109
Lord, Abbett & Co
New Jersey
$937K -$238K -13,300 -19%
HI
110
HBK Investments
Texas
$905K +$957K +53,555 New
PC
111
Passport Capital
California
$845K +$893K +50,000 New
Nomura Asset Management
112
Nomura Asset Management
Japan
$831K +$629K +35,200 +251%
PPA
113
Parametric Portfolio Associates
Washington
$802K +$597K +33,404 +237%
AssetMark Inc
114
AssetMark Inc
California
$794K -$284K -15,895 -25%
US Bancorp
115
US Bancorp
Minnesota
$687K +$153K +8,562 +27%
KBC Group
116
KBC Group
Belgium
$672K – – –
ARTA
117
A.R.T. Advisors
New York
$654K +$475K +26,567 +218%
State Board of Administration of Florida Retirement System
118
State Board of Administration of Florida Retirement System
Florida
$629K – – –
MTB
119
Mizuho Trust & Banking
Japan
$605K +$632K +35,398 New
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
$589K +$297K +16,600 +91%
BA
121
BlackRock Advisors
Delaware
$578K +$252K +14,095 +70%
GEM
122
Global Endowment Management
North Carolina
$557K – – –
U
123
UBS
Switzerland
$555K +$38.8K +2,173 +7%
NMERB
124
New Mexico Educational Retirement Board
New Mexico
$549K – – –
AIG
125
American International Group
New York
$492K +$1.91K +107 +0.4%
3 4
5
6 7

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.