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American Homes 4 Rent
AMH

295 hedge funds and large institutions have $7.02B invested in American Homes 4 Rent in 2020 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 98 increasing their positions, 106 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 39

16% more capital invested

Capital invested by funds: $6.04B → $7.02B (+$978M)

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

3% more funds holding

Funds holding: 286 → 295 (+9)

0.29% more ownership

Funds ownership: 86.72% → 87.01% (+0.29%)

8% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 106

76% less call options, than puts

Call options by funds: $1.41M | Put options by funds: $5.81M

Holders
295
Holders Change
+9
Holders Change %
+3.15%
% of All Funds
6.05%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.16%
New
50
Increased
98
Reduced
106
Closed
39
Calls
$1.41M
Puts
$5.81M
Net Calls
-$4.4M
Net Calls Change
-$6.92M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$116M
2
ESCM
Echo Street Capital Management
New York
+$50.6M
3
SCRM
Security Capital Research & Management
Illinois
+$47M
4
Ameriprise
Ameriprise
Minnesota
+$36.4M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$25.2M

Top Sellers

1
Invesco
Invesco
Georgia
-$120M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$44.2M
3
ClearBridge Investments
ClearBridge Investments
New York
-$37.9M
4
Goldman Sachs
Goldman Sachs
New York
-$36.6M
5
Renaissance Technologies
Renaissance Technologies
New York
-$27.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Kayne Anderson Rudnick Investment Management
126
Kayne Anderson Rudnick Investment Management
California
$2.18M -$86.1K -3,455 -4%
DCM
127
Dupont Capital Management
Delaware
$2.17M +$377K +15,146 +23%
Credit Agricole
128
Credit Agricole
France
$2.16M -$334K -13,400 -14%
MCM
129
Makena Capital Management
California
$2.14M +$1.98M +79,411 New
CI
130
Cambiar Investors
Colorado
$2.11M -$41.7K -1,674 -2%
GTCM
131
Gyon Technologies Capital Management
New Jersey
$2.01M +$1.87M +74,877 New
Mitsubishi UFJ Asset Management
132
Mitsubishi UFJ Asset Management
Japan
$1.99M +$237K +9,504 +15%
SOADOR
133
State of Alaska Department of Revenue
Alaska
$1.98M +$10.3K +413 +0.6%
MAM
134
Martingale Asset Management
Massachusetts
$1.93M -$710K -28,471 -28%
VI
135
Vestcor Inc
New Brunswick, Canada
$1.86M +$397K +15,928 +30%
LCM
136
Landscape Capital Management
New Jersey
$1.84M +$20.7K +829 +1%
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$1.84M +$78.6K +3,155 +5%
AG
138
Aperio Group
California
$1.7M -$225K -9,010 -13%
AFM
139
Anson Funds Management
Texas
$1.7M -$174K -7,000 -10%
Rafferty Asset Management
140
Rafferty Asset Management
New York
$1.67M +$1.28M +51,414 +477%
ASRS
141
Arizona State Retirement System
Arizona
$1.64M -$61K -2,447 -4%
VanEck Associates
142
VanEck Associates
New York
$1.63M -$248K -9,950 -14%
AC
143
Allstate Corporation
Illinois
$1.61M +$723K +29,002 +95%
Toronto Dominion Bank
144
Toronto Dominion Bank
Ontario, Canada
$1.6M -$206K -8,281 -12%
URS
145
Utah Retirement Systems
Utah
$1.55M – – –
Royal Bank of Canada
146
Royal Bank of Canada
Ontario, Canada
$1.54M +$296K +11,896 +26%
AL
147
AJO LP
Pennsylvania
$1.53M +$1.33M +53,357 +1,492%
ECM
148
EII Capital Management
New York
$1.53M +$15.4K +617 +1%
AMI
149
Amica Mutual Insurance
Rhode Island
$1.4M – – –
BF
150
BOK Financial
Oklahoma
$1.39M +$2.49K +100 +0.2%
4 5
6
7 8

AMH Hedge Fund Activity: Q2 2020 in Review

295 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q2 2020, worth a combined $7.02B — up 16% from $6.04B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new AMH positions and 39 closed out — a net gain of 11 holders — while 98 added to existing stakes and 106 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $116M. The largest seller was Invesco, cutting an estimated $120M.

  • 295 institutional investors held American Homes 4 Rent (AMH) as of Q2 2020, up from 286 in Q1 2020.
  • Funds reported $7.02B of American Homes 4 Rent stock for Q2 2020, up 16% quarter-over-quarter.
  • 50 funds opened new American Homes 4 Rent positions in Q2 2020 and 39 closed out, a net change of +11 holders.
  • The largest American Homes 4 Rent buyer in Q2 2020 was Victory Capital Management, an estimated $116M added.
  • The largest American Homes 4 Rent seller in Q2 2020 was Invesco, an estimated $120M sold.

Based on aggregated 13F filings for Q2 2020.