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American Homes 4 Rent

355 hedge funds and large institutions have $10.1B invested in American Homes 4 Rent in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 144 increasing their positions, 134 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

898% more call options, than puts

Call options by funds: $12.2M | Put options by funds: $1.23M

6% more capital invested

Capital invested by funds: $9.59B → $10.1B (+$557M)

7% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 134

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

2.1% less ownership

Funds ownership: 91.4%89.31% (-2.1%)

5% less funds holding

Funds holding: 374355 (-19)

30% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 43

Holders
355
Holders Change
-19
Holders Change %
-5.08%
% of All Funds
5.66%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
30
Increased
144
Reduced
134
Closed
43
Calls
$12.2M
Puts
$1.23M
Net Calls
+$11M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
101
Raymond James & Associates
Florida
$8.88M -$1.15M -36,059 -11%
MCM
102
Masterton Capital Management
New York
$8.6M +$3.45M +108,036 +65%
1SAMC
103
12th Street Asset Management Company
Tennessee
$8.31M +$126K +3,953 +2%
DSA
104
Davis Selected Advisers
Arizona
$8.16M +$63.2K +1,980 +0.8%
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$8.08M +$6.82M +213,623 +493%
Citigroup
106
Citigroup
New York
$7.91M +$1.46M +45,840 +22%
Citadel Advisors
107
Citadel Advisors
Florida
$7.83M +$7.37M +230,870 +1,267%
Nisa Investment Advisors
108
Nisa Investment Advisors
Missouri
$7.59M +$3.69M +115,539 +92%
Point72 Asset Management
109
Point72 Asset Management
Connecticut
$7.16M +$7.26M +227,522 New
DekaBank Deutsche Girozentrale
110
DekaBank Deutsche Girozentrale
Germany
$7.06M +$707K +22,172 +11%
CC
111
Conversant Capital
New Jersey
$6.76M +$6.86M +215,000 New
Jane Street
112
Jane Street
New York
$6.7M +$3.41M +106,767 +100%
JAM
113
JLP Asset Management
New York
$6.55M +$1.43M +44,800 +27%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$6.55M -$743K -23,284 -10%
ERSOT
115
Employees Retirement System of Texas
Texas
$6.33M +$2.55M +80,000 +66%
HSBC Holdings
116
HSBC Holdings
United Kingdom
$5.98M +$84.6K +2,652 +1%
UOC
117
UBS O'Connor
Illinois
$5.84M +$5.93M +185,785 New
CIMLRA
118
CBRE Investment Management Listed Real Assets
Pennsylvania
$5.75M -$23.3K -730 -0.4%
Royal Bank of Canada
119
Royal Bank of Canada
Ontario, Canada
$5.37M -$75.5K -2,367 -1%
OAM
120
Oppenheimer Asset Management
New York
$5.31M -$184K -5,772 -3%
State of Wisconsin Investment Board
121
State of Wisconsin Investment Board
Wisconsin
$5.29M +$441K +13,830 +9%
CC
122
Carlson Capital
Texas
$5.23M +$1.88M +59,060 +55%
SOADOR
123
State of Alaska Department of Revenue
Alaska
$5.04M +$147K +4,605 +3%
PAMS
124
Pictet Asset Management (Switzerland)
Switzerland
$5.01M -$1.3M -40,647 -20%
GI
125
GAMCO Investors
Connecticut
$4.7M -$31.8K -997 -0.7%

AMH Hedge Fund Activity: Q1 2023 in Review

355 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q1 2023, worth a combined $10.1B — up 5.8% from $9.59B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of AMH and 30 opened new positions — a net loss of 13 holders — while 134 trimmed existing stakes and 144 added.

The largest buyer was Balyasny Asset Management, adding an estimated $88.7M. The largest seller was Centersquare Investment Management, cutting an estimated $64.9M.

  • 355 institutional investors held American Homes 4 Rent (AMH) as of Q1 2023, down from 374 in Q4 2022.
  • Funds reported $10.1B of American Homes 4 Rent stock for Q1 2023, up 5.8% quarter-over-quarter.
  • 30 funds opened new American Homes 4 Rent positions in Q1 2023 and 43 closed out, a net change of -13 holders.
  • The largest American Homes 4 Rent buyer in Q1 2023 was Balyasny Asset Management, an estimated $88.7M added.
  • The largest American Homes 4 Rent seller in Q1 2023 was Centersquare Investment Management, an estimated $64.9M sold.

Based on aggregated 13F filings for Q1 2023.