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American Homes 4 Rent
AMH

254 hedge funds and large institutions have $5.84B invested in American Homes 4 Rent in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 106 increasing their positions, 74 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

72,700% more call options, than puts

Call options by funds: $1.46M | Put options by funds: $2K

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

43% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 74

18% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 33

17% more capital invested

Capital invested by funds: $4.98B → $5.84B (+$857M)

2.97% more ownership

Funds ownership: 87.21% → 90.18% (+3%)

2% more funds holding

Funds holding: 249 → 254 (+5)

Holders
254
Holders Change
+5
Holders Change %
+2.01%
% of All Funds
5.82%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
39
Increased
106
Reduced
74
Closed
33
Calls
$1.46M
Puts
$2K
Net Calls
+$1.45M
Net Calls Change
+$1.41M

Top Buyers

1
BC
Brookfield Corp
Ontario, Canada
+$198M
2
WMSA
Weiss Multi-Strategy Advisers
New York
+$61.3M
3
Citadel Advisors
Citadel Advisors
Florida
+$44.8M
4
WHG
Westwood Holdings Group
Texas
+$37.6M
5
SCRM
Security Capital Research & Management
Illinois
+$33.3M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$55.3M
2
Invesco
Invesco
Georgia
-$52.4M
3
Renaissance Technologies
Renaissance Technologies
New York
-$29.9M
4
Morgan Stanley
Morgan Stanley
New York
-$28.7M
5
N
Nuveen
North Carolina
-$27.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPC
101
Loeb Partners Corp
New York
$5.01M +$440K +21,558 +11%
Natixis Advisors
102
Natixis Advisors
Massachusetts
$4.96M -$43K -2,107 -0.9%
Robeco Institutional Asset Management
103
Robeco Institutional Asset Management
Netherlands
$4.88M -$613K -30,000 -12%
Two Sigma Advisers
104
Two Sigma Advisers
New York
$4.54M -$1.46M -71,700 -26%
SG Americas Securities
105
SG Americas Securities
New York
$4.27M +$3.57M +174,595 +964%
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$4.11M +$3.61M +176,655 +2,052%
Canada Life
107
Canada Life
Manitoba, Canada
$4.1M -$59.3K -2,904 -2%
GCA
108
GSI Capital Advisors
California
$3.92M +$3.61M +176,900 New
Los Angeles Capital Management
109
Los Angeles Capital Management
California
$3.75M -$154K -7,520 -4%
State of New Jersey Common Pension Fund D
110
State of New Jersey Common Pension Fund D
New Jersey
$3.69M – – –
Nomura Asset Management
111
Nomura Asset Management
Japan
$3.5M +$83.6K +4,090 +3%
Lord, Abbett & Co
112
Lord, Abbett & Co
New Jersey
$3.41M -$210K -10,300 -6%
Renaissance Technologies
113
Renaissance Technologies
New York
$3.31M -$29.9M -1,462,000 -91%
DSA
114
Davis Selected Advisers
Arizona
$2.98M +$139K +6,795 +5%
APFBOT
115
Amica Pension Fund Board of Trustees
Rhode Island
$2.96M +$2.73M +133,489 New
Zurich Cantonal Bank
116
Zurich Cantonal Bank
Switzerland
$2.81M +$606K +29,651 +31%
PG
117
Pendal Group
Australia
$2.8M -$229K -11,200 -8%
AMI
118
Amica Mutual Insurance
Rhode Island
$2.68M +$2.47M +120,719 New
Kayne Anderson Rudnick Investment Management
119
Kayne Anderson Rudnick Investment Management
California
$2.62M -$131K -6,405 -5%
T. Rowe Price Associates
120
T. Rowe Price Associates
Maryland
$2.43M +$5.8K +284 +0.3%
Lazard Asset Management
121
Lazard Asset Management
New York
$2.38M -$365K -17,889 -14%
RCM
122
RVB Capital Management
New York
$2.22M +$2.04M +100,000 New
HI
123
Honeywell International
North Carolina
$2.21M – – –
SOADOR
124
State of Alaska Department of Revenue
Alaska
$2.13M +$65.9K +3,227 +3%
Thrivent Financial for Lutherans
125
Thrivent Financial for Lutherans
Minnesota
$2.09M – – –
3 4
5
6 7

AMH Hedge Fund Activity: Q2 2018 in Review

254 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q2 2018, worth a combined $5.84B — up 17% from $4.98B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new AMH positions and 33 closed out — a net gain of 6 holders — while 106 added to existing stakes and 74 trimmed.

The largest buyer was Brookfield Corp, opening a new position worth an estimated $198M. The largest seller was Fidelity Investments, cutting an estimated $55.3M.

  • 254 institutional investors held American Homes 4 Rent (AMH) as of Q2 2018, up from 249 in Q1 2018.
  • Funds reported $5.84B of American Homes 4 Rent stock for Q2 2018, up 17% quarter-over-quarter.
  • 39 funds opened new American Homes 4 Rent positions in Q2 2018 and 33 closed out, a net change of +6 holders.
  • The largest American Homes 4 Rent buyer in Q2 2018 was Brookfield Corp, an estimated $198M added.
  • The largest American Homes 4 Rent seller in Q2 2018 was Fidelity Investments, an estimated $55.3M sold.

Based on aggregated 13F filings for Q2 2018.