American Homes 4 Rent
AMH
269 hedge funds and large institutions have $6.43B invested in American Homes 4 Rent in 2019 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 104 increasing their positions, 86 reducing their positions, and 29 closing their positions.
58% more call options, than puts
Call options by funds: $753K | Put options by funds: $476K
34% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 29
21% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 86
7% more capital invested
Capital invested by funds: $6B → $6.43B (+$437M)
2% more funds holding
Funds holding: 263 → 269 (+6)
0.64% less ownership
Funds ownership: 89.16% → 88.52% (-0.64%)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$107M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$105M |
| 3 |
Cohen & Steers
New York
|
+$99.4M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$85.2M |
| 5 |
ZP
Zimmer Partners
New York
|
+$41.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
-$98.5M |
| 2 |
SCRM
Security Capital Research & Management
Chicago,
Illinois
|
-$84.3M |
| 3 |
LPC
Long Pond Capital
New York
|
-$74.6M |
| 4 |
JP Morgan Chase
New York
|
-$56.7M |
| 5 |
Morgan Stanley
New York
|
-$40.1M |
AMH Hedge Fund Activity: Q2 2019 in Review
269 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q2 2019, worth a combined $6.43B — up 7.3% from $6B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new AMH positions and 29 closed out — a net gain of 10 holders — while 104 added to existing stakes and 86 trimmed.
The largest buyer was Invesco, adding an estimated $107M. The largest seller was Centersquare Investment Management, cutting an estimated $98.5M.
- 269 institutional investors held American Homes 4 Rent (AMH) as of Q2 2019, up from 263 in Q1 2019.
- Funds reported $6.43B of American Homes 4 Rent stock for Q2 2019, up 7.3% quarter-over-quarter.
- 39 funds opened new American Homes 4 Rent positions in Q2 2019 and 29 closed out, a net change of +10 holders.
- The largest American Homes 4 Rent buyer in Q2 2019 was Invesco, an estimated $107M added.
- The largest American Homes 4 Rent seller in Q2 2019 was Centersquare Investment Management, an estimated $98.5M sold.
Based on aggregated 13F filings for Q2 2019.