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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
376
Holders Change
+21
Holders Change %
+5.92%
% of All Funds
5.9%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
52
Increased
147
Reduced
130
Closed
30
Calls
$765K
Puts
$886K
Net Calls
-$121K
Net Calls Change
-$11.1M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$175M
2
RC
Resolution Capital
Australia
+$109M
3
ECM
ExodusPoint Capital Management
New York
+$69.4M
4
BlackRock
BlackRock
New York
+$64M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$53.9M

Top Sellers

Rank Fund Capital Flow
1
LPC
Long Pond Capital
New York
-$90M
2
CIM
Centersquare Investment Management
Pennsylvania
-$65.9M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$57.6M
4
Invesco
Invesco
Georgia
-$43.3M
5
Victory Capital Management
Victory Capital Management
Texas
-$40.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Janus Henderson Group
151
Janus Henderson Group
United Kingdom
$3.15M +$4K +118 +0.1%
ASRS
152
Arizona State Retirement System
Arizona
$3.14M -$122K -3,613 -4%
TA
153
Tectonic Advisors
Texas
$3.04M +$135K +3,987 +5%
TD Asset Management
154
TD Asset Management
Ontario, Canada
$2.96M -$862K -25,423 -23%
II
155
IFM Investors
Australia
$2.93M +$43.8K +1,292 +2%
GAM
156
Gotham Asset Management
New York
$2.75M -$492K -14,529 -16%
ACA
157
Aptus Capital Advisors
Alabama
$2.69M +$2.57M +75,865 New
SMDAM
158
Sumitomo Mitsui DS Asset Management
Japan
$2.69M +$300K +8,849 +13%
LPL Financial
159
LPL Financial
California
$2.57M -$172K -5,073 -7%
KBC Group
160
KBC Group
Belgium
$2.57M – – –
NAM
161
Nissay Asset Management
Japan
$2.5M +$89.8K +2,648 +4%
Mackenzie Financial
162
Mackenzie Financial
Ontario, Canada
$2.29M +$2.17M +64,124 New
BF
163
BOK Financial
Oklahoma
$2.25M +$80.2K +2,367 +4%
BFM
164
Boothbay Fund Management
New York
$2.24M +$2.14M +63,098 New
Skandinaviska Enskilda Banken (SEB)
165
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.21M +$174K +5,131 +9%
RJFSA
166
Raymond James Financial Services Advisors
Florida
$2.18M -$279K -8,217 -12%
DnB Asset Management
167
DnB Asset Management
Norway
$2.1M +$175K +5,163 +10%
Jane Street
168
Jane Street
New York
$2.1M -$5.22M -153,951 -72%
TAF
169
Tredje AP-fonden
Sweden
$2.08M -$294K -8,667 -13%
AI
170
Atria Investments
North Carolina
$2.08M +$32.4K +957 +2%
URS
171
Utah Retirement Systems
Utah
$2.02M +$78K +2,300 +4%
Natixis Advisors
172
Natixis Advisors
Massachusetts
$1.97M -$598K -17,640 -24%
OCBCO
173
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.96M +$32.6K +961 +2%
Mariner
174
Mariner
Kansas
$1.94M +$53.2K +1,569 +3%
DCM
175
Dupont Capital Management
Delaware
$1.89M -$262K -7,722 -13%
5 6
7
8 9

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.