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American Homes 4 Rent
AMH

241 hedge funds and large institutions have $4.87B invested in American Homes 4 Rent in 2016 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 85 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,093% more call options, than puts

Call options by funds: $16.3M | Put options by funds: $389K

76% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 25

7% more funds holding

Funds holding: 226 → 241 (+15)

1.03% more ownership

Funds ownership: 96.56% → 97.58% (+1%)

1% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 84

2% less capital invested

Capital invested by funds: $4.97B → $4.87B (-$103M)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
241
Holders Change
+15
Holders Change %
+6.64%
% of All Funds
6.03%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
44
Increased
85
Reduced
84
Closed
25
Calls
$16.3M
Puts
$389K
Net Calls
+$15.9M
Net Calls Change
+$15.5M

Top Buyers

1
AL
AJO LP
Pennsylvania
+$128M
2
Deutsche Bank
Deutsche Bank
Germany
+$88.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$51.5M
4
NI
Numeric Investors
Massachusetts
+$38.7M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$28.4M

Top Sellers

1
TCP
Tourbillon Capital Partners
New York
-$162M
2
ZP
Zimmer Partners
New York
-$47.6M
3
Citadel Advisors
Citadel Advisors
Florida
-$44.9M
4
Cohen & Steers
Cohen & Steers
New York
-$31.2M
5
Marshall Wace
Marshall Wace
United Kingdom
-$21.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
State Board of Administration of Florida Retirement System
101
State Board of Administration of Florida Retirement System
Florida
$3.96M – – –
GC
102
Guggenheim Capital
Illinois
$3.79M -$1.96M -94,363 -34%
Macquarie Group
103
Macquarie Group
Australia
$3.73M +$64.3K +3,100 +2%
Wells Fargo
104
Wells Fargo
California
$3.53M +$212K +10,209 +6%
Citigroup
105
Citigroup
New York
$3.41M +$696K +33,555 +26%
Bank of Nova Scotia
106
Bank of Nova Scotia
Ontario, Canada
$3.2M +$80.1K +3,862 +3%
ERSOT
107
Employees Retirement System of Texas
Texas
$3.15M +$2.33M +112,500 +300%
SCM
108
Stevens Capital Management
Pennsylvania
$3.13M +$3.09M +149,199 New
Nomura Asset Management
109
Nomura Asset Management
Japan
$3.12M +$304K +14,666 +11%
AAMU
110
Amundi Asset Management US
Massachusetts
$2.98M -$4.68M -225,698 -61%
Credit Agricole
111
Credit Agricole
France
$2.83M +$714K +34,428 +34%
Lazard Asset Management
112
Lazard Asset Management
New York
$2.82M -$45.4K -2,188 -2%
CCMH
113
Cornerstone Capital Management Holdings
New York
$2.81M +$210K +10,127 +8%
MAM
114
Martingale Asset Management
Massachusetts
$2.75M +$2.72M +131,148 New
Canada Life
115
Canada Life
Manitoba, Canada
$2.66M +$102K +4,899 +4%
BIM
116
BlackRock Investment Management
Delaware
$2.62M -$732K -35,267 -22%
Kayne Anderson Rudnick Investment Management
117
Kayne Anderson Rudnick Investment Management
California
$2.55M +$645K +31,117 +34%
Thrivent Financial for Lutherans
118
Thrivent Financial for Lutherans
Minnesota
$2.33M +$427K +20,600 +23%
FAF
119
Första AP-fonden
Sweden
$2.29M +$552K +26,600 +32%
TCM
120
Tributary Capital Management
Nebraska
$2.12M -$120K -5,800 -5%
Jacobs Levy Equity Management
121
Jacobs Levy Equity Management
New Jersey
$2M +$72.6K +3,500 +4%
Massachusetts Financial Services
122
Massachusetts Financial Services
Massachusetts
$1.92M +$1.89M +91,315 New
State of Wisconsin Investment Board
123
State of Wisconsin Investment Board
Wisconsin
$1.9M -$326K -15,724 -15%
ARTA
124
A.R.T. Advisors
New York
$1.9M +$1.88M +90,700 New
SOADOR
125
State of Alaska Department of Revenue
Alaska
$1.79M -$9.75K -470 -0.5%
3 4
5
6 7

AMH Hedge Fund Activity: Q4 2016 in Review

241 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q4 2016, worth a combined $4.87B — down 2.1% from $4.97B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AMH positions and 25 closed out — a net gain of 19 holders — while 85 added to existing stakes and 84 trimmed.

The largest buyer was AJO LP, opening a new position worth an estimated $128M. The largest seller was Tourbillon Capital Partners, exiting entirely with an estimated $162M sold.

  • 241 institutional investors held American Homes 4 Rent (AMH) as of Q4 2016, up from 226 in Q3 2016.
  • Funds reported $4.87B of American Homes 4 Rent stock for Q4 2016, down 2.1% quarter-over-quarter.
  • 44 funds opened new American Homes 4 Rent positions in Q4 2016 and 25 closed out, a net change of +19 holders.
  • The largest American Homes 4 Rent buyer in Q4 2016 was AJO LP, an estimated $128M added.
  • The largest American Homes 4 Rent seller in Q4 2016 was Tourbillon Capital Partners, an estimated $162M sold.

Based on aggregated 13F filings for Q4 2016.