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American Homes 4 Rent
AMH

374 hedge funds and large institutions have $9.59B invested in American Homes 4 Rent in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 163 increasing their positions, 121 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $1.35M | Put options by funds: $678K

35% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 121

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

0.25% less ownership

Funds ownership: 91.65% → 91.4% (-0.25%)

5% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 44

2% less funds holding

Funds holding: 381 → 374 (-7)

8% less capital invested

Capital invested by funds: $10.5B → $9.59B (-$861M)

Holders
374
Holders Change
-7
Holders Change %
-1.84%
% of All Funds
6.01%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
42
Increased
163
Reduced
121
Closed
44
Calls
$1.35M
Puts
$678K
Net Calls
+$669K
Net Calls Change
+$9.7M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$308M
2
LPC
Long Pond Capital
New York
+$36.8M
3
Goldman Sachs
Goldman Sachs
New York
+$34M
4
SO
STRS Ohio
Ohio
+$29.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$17.9M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$94M
2
CIM
Centersquare Investment Management
Pennsylvania
-$66.6M
3
RC
Resolution Capital
Australia
-$65.6M
4
WMSA
Weiss Multi-Strategy Advisers
New York
-$25.1M
5
Principal Financial Group
Principal Financial Group
Iowa
-$24.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAF
151
Fjarde Ap-fonden
Sweden
$2.16M -$732K -23,100 -24%
OCBCO
152
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.11M +$2.22M +70,067 New
RJFSA
153
Raymond James Financial Services Advisors
Florida
$2.08M -$130K -4,112 -6%
Teacher Retirement System of Texas
154
Teacher Retirement System of Texas
Texas
$2.03M +$709K +22,362 +50%
NAM
155
Nissay Asset Management
Japan
$2.02M +$29.6K +933 +1%
SMDAM
156
Sumitomo Mitsui DS Asset Management
Japan
$1.96M +$94.3K +2,975 +5%
JMPWA
157
JP Morgan Private Wealth Advisors
California
$1.95M +$469K +14,801 +30%
TAF
158
Tredje AP-fonden
Sweden
$1.91M +$48.2K +1,520 +2%
UBS Group
159
UBS Group
Switzerland
$1.86M -$5.27M -166,339 -73%
BF
160
BOK Financial
Oklahoma
$1.83M +$88.9K +2,803 +5%
VRS
161
Virginia Retirement Systems
Virginia
$1.82M +$1.09M +34,300 +132%
Skandinaviska Enskilda Banken (SEB)
162
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.72M +$119K +3,739 +7%
AB
163
Amalgamated Bank
New York
$1.72M +$53K +1,673 +3%
PG
164
Pendal Group
Australia
$1.72M +$608K +19,190 +51%
URS
165
Utah Retirement Systems
Utah
$1.65M +$15.9K +500 +0.9%
GIBU
166
Gulf International Bank (UK)
United Kingdom
$1.6M – – –
DnB Asset Management
167
DnB Asset Management
Norway
$1.6M +$5.42K +171 +0.3%
Kayne Anderson Rudnick Investment Management
168
Kayne Anderson Rudnick Investment Management
California
$1.56M -$51K -1,609 -3%
AI
169
Atria Investments
North Carolina
$1.53M +$349K +11,001 +28%
BCM
170
Bridgeway Capital Management
Texas
$1.45M -$1.53M -48,400 -50%
WAM
171
Wolverine Asset Management
Illinois
$1.45M +$20.1K +635 +1%
Mariner
172
Mariner
Kansas
$1.43M +$385K +12,133 +34%
GAM
173
Gotham Asset Management
New York
$1.41M -$546K -17,226 -27%
AQR Capital Management
174
AQR Capital Management
Connecticut
$1.37M -$50.3K -1,587 -3%
VI
175
Vestcor Inc
New Brunswick, Canada
$1.36M +$1.2M +37,724 +512%
5 6
7
8 9

AMH Hedge Fund Activity: Q4 2022 in Review

374 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q4 2022, worth a combined $9.59B — down 8.2% from $10.5B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of AMH and 42 opened new positions — a net loss of 2 holders — while 121 trimmed existing stakes and 163 added.

The largest buyer was Cohen & Steers, adding an estimated $308M. The largest seller was Deutsche Bank, cutting an estimated $94M.

  • 374 institutional investors held American Homes 4 Rent (AMH) as of Q4 2022, down from 381 in Q3 2022.
  • Funds reported $9.59B of American Homes 4 Rent stock for Q4 2022, down 8.2% quarter-over-quarter.
  • 42 funds opened new American Homes 4 Rent positions in Q4 2022 and 44 closed out, a net change of -2 holders.
  • The largest American Homes 4 Rent buyer in Q4 2022 was Cohen & Steers, an estimated $308M added.
  • The largest American Homes 4 Rent seller in Q4 2022 was Deutsche Bank, an estimated $94M sold.

Based on aggregated 13F filings for Q4 2022.