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American Homes 4 Rent

446 hedge funds and large institutions have $12.4B invested in American Homes 4 Rent in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 166 increasing their positions, 159 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more call options, than puts

Call options by funds: $4.39M | Put options by funds: $1.19M

1.36% more ownership

Funds ownership: 86.06%87.42% (+1.4%)

9% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 55

4% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 159

2% more capital invested

Capital invested by funds: $12.1B → $12.4B (+$270M)

0% less funds holding

Funds holding: 447446 (-1)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
446
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
5.87%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
60
Increased
166
Reduced
159
Closed
55
Calls
$4.39M
Puts
$1.19M
Net Calls
+$3.2M
Net Calls Change
+$3.23M
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
101
Primecap Management
California
$10.8M -$678K -18,120 -6%
LIP
102
Lighthouse Investment Partners
Florida
$10.8M +$2.76M +73,793 +34%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$10.4M -$637K -17,024 -6%
ERSOT
104
Employees Retirement System of Texas
Texas
$10.3M +$2.05M +54,704 +25%
Robeco Institutional Asset Management
105
Robeco Institutional Asset Management
Netherlands
$10.2M -$1.9M -50,721 -16%
Manulife (Manufacturers Life Insurance)
106
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.82M -$655K -17,494 -6%
SO
107
STRS Ohio
Ohio
$9.68M -$2.94M -78,537 -23%
DekaBank Deutsche Girozentrale
108
DekaBank Deutsche Girozentrale
Germany
$9.48M
CM
109
Crestline Management
Texas
$9.38M +$9.39M +250,794 New
OAM
110
Oppenheimer Asset Management
New York
$9.31M -$598K -15,972 -6%
GIA
111
Gateway Investment Advisers
Ohio
$9.06M -$4.14M -110,737 -31%
Pictet Asset Management
112
Pictet Asset Management
Switzerland
$8.4M -$46.9K -1,253 -0.6%
DSA
113
Davis Selected Advisers
Arizona
$8.11M -$53.2K -1,420 -0.7%
BNP Paribas Financial Markets
114
BNP Paribas Financial Markets
France
$7.76M -$9.36M -250,129 -55%
Royal Bank of Canada
115
Royal Bank of Canada
Ontario, Canada
$7.63M -$271K -7,239 -3%
SOADOR
116
State of Alaska Department of Revenue
Alaska
$7.45M +$45.3K +1,210 +0.6%
EWA
117
EverSource Wealth Advisors
Alabama
$7.34M +$313K +8,370 +4%
LN
118
Lightrock Netherlands
Netherlands
$7.22M +$7.19M +192,045 New
Nisa Investment Advisors
119
Nisa Investment Advisors
Missouri
$7.18M -$429K -11,462 -6%
TD Asset Management
120
TD Asset Management
Ontario, Canada
$7.1M +$150K +4,000 +2%
Verition Fund Management
121
Verition Fund Management
Connecticut
$7.09M -$1.03M -27,460 -13%
MIM
122
MetLife Investment Management
New Jersey
$7.05M +$596K +15,924 +9%
MCM
123
Makena Capital Management
California
$7.04M -$2.15M -57,324 -23%
Raymond James Financial
124
Raymond James Financial
Florida
$6.82M +$6.82M +182,274 New
New York State Common Retirement Fund
125
New York State Common Retirement Fund
New York
$6.82M -$357K -9,529 -5%

AMH Hedge Fund Activity: Q4 2024 in Review

446 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q4 2024, worth a combined $12.4B — up 2.2% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new AMH positions and 55 closed out — a net gain of 5 holders — while 166 added to existing stakes and 159 trimmed.

The largest buyer was Invesco, adding an estimated $153M. The largest seller was Deutsche Bank, cutting an estimated $63.6M.

  • 446 institutional investors held American Homes 4 Rent (AMH) as of Q4 2024, down from 447 in Q3 2024.
  • Funds reported $12.4B of American Homes 4 Rent stock for Q4 2024, up 2.2% quarter-over-quarter.
  • 60 funds opened new American Homes 4 Rent positions in Q4 2024 and 55 closed out, a net change of +5 holders.
  • The largest American Homes 4 Rent buyer in Q4 2024 was Invesco, an estimated $153M added.
  • The largest American Homes 4 Rent seller in Q4 2024 was Deutsche Bank, an estimated $63.6M sold.

Based on aggregated 13F filings for Q4 2024.