American Homes 4 Rent
AMH
320 hedge funds and large institutions have $9.15B invested in American Homes 4 Rent in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 135 increasing their positions, 111 reducing their positions, and 35 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 111
12% more capital invested
Capital invested by funds: $8.18B → $9.15B (+$968M)
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
9% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 35
0.48% more ownership
Funds ownership: 86.41% → 86.89% (+0.48%)
0% more funds holding
Funds holding: 319 → 320 (+1)
38% less call options, than puts
Call options by funds: $8.37M | Put options by funds: $13.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$162M |
| 2 |
LPC
Long Pond Capital
New York
|
+$83M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$41.4M |
| 4 |
WCP
Waterfront Capital Partners
New York
|
+$37M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$35.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$122M |
| 2 |
JP Morgan Chase
New York
|
-$67.4M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$43.1M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$40.7M |
| 5 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
-$39.5M |
AMH Hedge Fund Activity: Q1 2021 in Review
320 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q1 2021, worth a combined $9.15B — up 12% from $8.18B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new AMH positions and 35 closed out — a net gain of 3 holders — while 135 added to existing stakes and 111 trimmed.
The largest buyer was Norges Bank, adding an estimated $162M. The largest seller was Ceredex Value Advisors, exiting entirely with an estimated $122M sold.
- 320 institutional investors held American Homes 4 Rent (AMH) as of Q1 2021, up from 319 in Q4 2020.
- Funds reported $9.15B of American Homes 4 Rent stock for Q1 2021, up 12% quarter-over-quarter.
- 38 funds opened new American Homes 4 Rent positions in Q1 2021 and 35 closed out, a net change of +3 holders.
- The largest American Homes 4 Rent buyer in Q1 2021 was Norges Bank, an estimated $162M added.
- The largest American Homes 4 Rent seller in Q1 2021 was Ceredex Value Advisors, an estimated $122M sold.
Based on aggregated 13F filings for Q1 2021.