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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
Nomura Holdings
126
Nomura Holdings
Japan
$1.77M +$1.75M +84,405 New
HI
127
Honeywell International
North Carolina
$1.73M – – –
BNP Paribas Financial Markets
128
BNP Paribas Financial Markets
France
$1.72M -$16.9M -813,839 -91%
ACI
129
AMP Capital Investors
Australia
$1.71M +$4.15K +200 +0.2%
AQR Capital Management
130
AQR Capital Management
Connecticut
$1.68M -$326K -15,729 -16%
HCM
131
Highbridge Capital Management
New York
$1.53M +$1.51M +73,000 New
T. Rowe Price Associates
132
T. Rowe Price Associates
Maryland
$1.41M +$207 +10 +0%
ProShare Advisors
133
ProShare Advisors
Maryland
$1.2M +$180K +8,672 +18%
VOYA Investment Management
134
VOYA Investment Management
Georgia
$1.09M -$404K -19,481 -27%
Squarepoint
135
Squarepoint
New York
$1.08M +$387K +18,638 +57%
State of New Jersey Common Pension Fund D
136
State of New Jersey Common Pension Fund D
New Jersey
$1.05M +$1.04M +50,000 New
JG
137
Jefferies Group
New York
$1.02M +$11K +529 +1%
QC
138
Quadrature Capital
United Kingdom
$1.01M -$808K -38,930 -45%
PG
139
PEAK6 Group
Illinois
$968K +$957K +46,158 New
CCA
140
Covey Capital Advisors
Georgia
$967K -$20.7K -1,000 -2%
MC
141
Menta Capital
California
$966K +$232K +11,163 +32%
BF
142
BOK Financial
Oklahoma
$825K +$816K +39,343 New
AG
143
Aperio Group
California
$823K +$43.6K +2,101 +6%
VKH
144
Virtu KCG Holdings
New York
$809K +$800K +38,572 New
HIH
145
HRS Investment Holdings
New York
$787K – – –
IR
146
Invictus RG
Bermuda
$787K +$778K +37,504 New
Two Sigma Advisers
147
Two Sigma Advisers
New York
$751K -$2.65M -127,798 -78%
M&T Bank
148
M&T Bank
New York
$732K -$78.4K -3,782 -10%
PDN
149
Pensionfund DSM Netherlands
Netherlands
$713K – – –
Mitsubishi UFJ Asset Management
150
Mitsubishi UFJ Asset Management
Japan
$690K -$47.6K -2,297 -6%
4 5
6
7 8

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.