American Homes 4 Rent
AMH
376 hedge funds and large institutions have $11.5B invested in American Homes 4 Rent in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 147 increasing their positions, 130 reducing their positions, and 30 closing their positions.
73% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 30
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
14% more capital invested
Capital invested by funds: $10.1B → $11.5B (+$1.4B)
13% more repeat investments, than reductions
Existing positions increased: 147 | Existing positions reduced: 130
6% more funds holding
Funds holding: 355 → 376 (+21)
0.9% more ownership
Funds ownership: 89.31% → 90.2% (+0.9%)
14% less call options, than puts
Call options by funds: $765K | Put options by funds: $886K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$175M |
| 2 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
+$109M |
| 3 |
ECM
ExodusPoint Capital Management
New York
|
+$69.4M |
| 4 |
BlackRock
New York
|
+$64M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$53.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPC
Long Pond Capital
New York
|
-$90M |
| 2 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
-$65.9M |
| 3 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$57.6M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$43.3M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$40.9M |
AMH Hedge Fund Activity: Q2 2023 in Review
376 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q2 2023, worth a combined $11.5B — up 14% from $10.1B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new AMH positions and 30 closed out — a net gain of 22 holders — while 147 added to existing stakes and 130 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $175M. The largest seller was Long Pond Capital, exiting entirely with an estimated $90M sold.
- 376 institutional investors held American Homes 4 Rent (AMH) as of Q2 2023, up from 355 in Q1 2023.
- Funds reported $11.5B of American Homes 4 Rent stock for Q2 2023, up 14% quarter-over-quarter.
- 52 funds opened new American Homes 4 Rent positions in Q2 2023 and 30 closed out, a net change of +22 holders.
- The largest American Homes 4 Rent buyer in Q2 2023 was JP Morgan Chase, an estimated $175M added.
- The largest American Homes 4 Rent seller in Q2 2023 was Long Pond Capital, an estimated $90M sold.
Based on aggregated 13F filings for Q2 2023.