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American Homes 4 Rent
AMH

424 hedge funds and large institutions have $12B invested in American Homes 4 Rent in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 163 increasing their positions, 142 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 142

3% more capital invested

Capital invested by funds: $11.6B → $12B (+$383M)

2% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 61

0% more funds holding

Funds holding: 424 → 424 (0)

0.19% less ownership

Funds ownership: 89.41% → 89.22% (-0.19%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

46% less call options, than puts

Call options by funds: $1.62M | Put options by funds: $3M

Holders
424
Holders Change
–
Holders Change %
0%
% of All Funds
6.11%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
62
Increased
163
Reduced
142
Closed
61
Calls
$1.62M
Puts
$3M
Net Calls
-$1.38M
Net Calls Change
-$1.24M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$516M
2
State Street
State Street
Massachusetts
+$80.3M
3
JP Morgan Chase
JP Morgan Chase
New York
+$60.1M
4
HRES
Heitman Real Estate Securities
Illinois
+$46.8M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$45.1M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$166M
2
N
Nuveen
North Carolina
-$80.3M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$75.4M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$66.2M
5
WCP
Waterfront Capital Partners
New York
-$54.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
151
Tectonic Advisors
Texas
$4.71M +$305K +8,531 +7%
EIP
152
Easterly Investment Partners
Massachusetts
$4.64M +$4.51M +126,266 New
Daiwa Securities Group
153
Daiwa Securities Group
Japan
$4.57M +$248K +6,940 +6%
WBC
154
Westpac Banking Corp
Australia
$4.56M +$33.7K +943 +0.8%
Verition Fund Management
155
Verition Fund Management
Connecticut
$4.33M -$3.54M -99,066 -46%
TRSOTSOK
156
Teachers Retirement System of the State of Kentucky
Kentucky
$4.28M +$4.16M +116,460 New
HCM
157
HGI Capital Management
New York
$4.25M -$42.5K -1,191 -1%
CWM
158
CIBC World Markets
New York
$4.13M -$79.6K -2,230 -2%
VA
159
Vident Advisory
Georgia
$4.08M +$439K +12,288 +12%
Jacobs Levy Equity Management
160
Jacobs Levy Equity Management
New Jersey
$4.07M -$82.2K -2,304 -2%
FAF
161
Fjarde Ap-fonden
Sweden
$4.03M +$460K +12,900 +13%
AACA
162
American Assets Capital Advisers
California
$3.96M -$1.38M -38,618 -26%
CIM
163
Corbyn Investment Management
Maryland
$3.82M -$96.2K -2,696 -3%
New York State Teachers Retirement System (NYSTRS)
164
New York State Teachers Retirement System (NYSTRS)
New York
$3.8M +$3.69M +103,391 New
TD Asset Management
165
TD Asset Management
Ontario, Canada
$3.75M +$119K +3,346 +3%
UM
166
UniSuper Management
Australia
$3.69M +$111K +3,100 +3%
CIBC World Market
167
CIBC World Market
Ontario, Canada
$3.68M +$3.57M +100,000 New
LSERS
168
Louisiana State Employees Retirement System
Louisiana
$3.37M +$3.27M +91,500 New
NYLIM
169
New York Life Investment Management
New York
$3.36M +$33.8K +948 +1%
ASRS
170
Arizona State Retirement System
Arizona
$3.29M +$2.89K +81 +0.1%
DI
171
Diligent Investors
California
$3.13M +$1.25K +35 +0%
AI
172
Atom Investors
Texas
$3.02M +$2.93M +82,013 New
SMDAM
173
Sumitomo Mitsui DS Asset Management
Japan
$2.97M +$78.9K +2,209 +3%
II
174
IFM Investors
Australia
$2.93M – – –
GWMR
175
GC Wealth Management RIA
Massachusetts
$2.9M +$2.82M +78,937 New
5 6
7
8 9

AMH Hedge Fund Activity: Q1 2024 in Review

424 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q1 2024, worth a combined $12B — up 3.3% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new AMH positions and 61 closed out — a net gain of 1 holder — while 163 added to existing stakes and 142 trimmed.

The largest buyer was BlackRock, adding an estimated $516M. The largest seller was Morgan Stanley, cutting an estimated $166M.

  • 424 institutional investors held American Homes 4 Rent (AMH) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $12B of American Homes 4 Rent stock for Q1 2024, up 3.3% quarter-over-quarter.
  • 62 funds opened new American Homes 4 Rent positions in Q1 2024 and 61 closed out, a net change of +1 holder.
  • The largest American Homes 4 Rent buyer in Q1 2024 was BlackRock, an estimated $516M added.
  • The largest American Homes 4 Rent seller in Q1 2024 was Morgan Stanley, an estimated $166M sold.

Based on aggregated 13F filings for Q1 2024.