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American Homes 4 Rent
AMH

286 hedge funds and large institutions have $6.04B invested in American Homes 4 Rent in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 114 increasing their positions, 98 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

16% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 98

1.38% less ownership

Funds ownership: 88.1% → 86.72% (-1.4%)

5% less funds holding

Funds holding: 300 → 286 (-14)

13% less capital invested

Capital invested by funds: $6.92B → $6.04B (-$880M)

26% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 47

Holders
286
Holders Change
-14
Holders Change %
-4.67%
% of All Funds
6.3%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.15%
New
35
Increased
114
Reduced
98
Closed
47
Calls
$2.52M
Puts
–
Net Calls
+$2.52M
Net Calls Change
+$1.64M

Top Buyers

Rank Fund Capital Flow
1
Principal Financial Group
Principal Financial Group
Iowa
+$76.2M
2
Deutsche Bank
Deutsche Bank
Germany
+$69.9M
3
Goldman Sachs
Goldman Sachs
New York
+$43.4M
4
AAMU
APG Asset Management US
New York
+$41.9M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$41.9M

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$90.6M
2
CIM
Centersquare Investment Management
Pennsylvania
-$85.3M
3
SCRM
Security Capital Research & Management
Illinois
-$82.2M
4
ClearBridge Investments
ClearBridge Investments
New York
-$45.6M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$37M
Name Holding Trade Value Shares
Change 		Change in
Stake
CI
126
Cambiar Investors
Colorado
$1.86M -$201K -7,626 -9%
PI
127
PineBridge Investments
New York
$1.86M -$137K -5,200 -6%
SOADOR
128
State of Alaska Department of Revenue
Alaska
$1.7M +$2.93K +111 +0.2%
PAMU
129
Pictet Asset Management (UK)
United Kingdom
$1.68M +$433K +16,400 +29%
AG
130
Aperio Group
California
$1.67M +$348K +13,160 +22%
VanEck Associates
131
VanEck Associates
New York
$1.63M +$43K +1,630 +2%
AFM
132
Anson Funds Management
Texas
$1.62M +$1.85M +70,000 New
Toronto Dominion Bank
133
Toronto Dominion Bank
Ontario, Canada
$1.57M -$850K -32,175 -32%
LCM
134
Landscape Capital Management
New Jersey
$1.57M +$1.79M +67,709 New
Arrowstreet Capital
135
Arrowstreet Capital
Massachusetts
$1.56M +$1.77M +67,103 New
BNP Paribas Financial Markets
136
BNP Paribas Financial Markets
France
$1.54M +$265K +10,023 +18%
RJFSA
137
Raymond James Financial Services Advisors
Florida
$1.53M -$8.45K -320 -0.5%
Cohen & Steers
138
Cohen & Steers
New York
$1.53M -$90.6M -3,428,854 -98%
DCM
139
Dupont Capital Management
Delaware
$1.52M -$891K -33,739 -34%
Mitsubishi UFJ Asset Management
140
Mitsubishi UFJ Asset Management
Japan
$1.5M +$285K +10,801 +20%
ASRS
141
Arizona State Retirement System
Arizona
$1.47M +$1.67M +63,403 New
MSL
142
Mackay Shields LLC
New York
$1.44M -$1.35M -51,150 -45%
WG
143
Winton Group
United Kingdom
$1.43M +$558K +21,141 +52%
AB
144
Amalgamated Bank
New York
$1.41M -$34.1K -1,292 -2%
CSS
145
Cubist Systematic Strategies
Connecticut
$1.4M +$1.42M +53,751 +841%
Bank of Montreal
146
Bank of Montreal
Ontario, Canada
$1.39M +$453K +17,167 +35%
URS
147
Utah Retirement Systems
Utah
$1.34M +$13.2K +500 +0.9%
PG
148
Pendal Group
Australia
$1.33M -$378K -14,300 -20%
Point72 Asset Management
149
Point72 Asset Management
Connecticut
$1.32M -$1.29M -49,000 -46%
ECM
150
EII Capital Management
New York
$1.3M +$6.66K +252 +0.5%
4 5
6
7 8

AMH Hedge Fund Activity: Q1 2020 in Review

286 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q1 2020, worth a combined $6.04B — down 13% from $6.92B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of AMH and 35 opened new positions — a net loss of 12 holders — while 98 trimmed existing stakes and 114 added.

The largest buyer was Principal Financial Group, adding an estimated $76.2M. The largest seller was Cohen & Steers, cutting an estimated $90.6M.

  • 286 institutional investors held American Homes 4 Rent (AMH) as of Q1 2020, down from 300 in Q4 2019.
  • Funds reported $6.04B of American Homes 4 Rent stock for Q1 2020, down 13% quarter-over-quarter.
  • 35 funds opened new American Homes 4 Rent positions in Q1 2020 and 47 closed out, a net change of -12 holders.
  • The largest American Homes 4 Rent buyer in Q1 2020 was Principal Financial Group, an estimated $76.2M added.
  • The largest American Homes 4 Rent seller in Q1 2020 was Cohen & Steers, an estimated $90.6M sold.

Based on aggregated 13F filings for Q1 2020.