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American Homes 4 Rent
AMH

188 hedge funds and large institutions have $2.69B invested in American Homes 4 Rent in 2014 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 89 increasing their positions, 45 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,256% more call options, than puts

Call options by funds: $4.25M | Put options by funds: $41K

200% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 12

98% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 45

24% more capital invested

Capital invested by funds: $2.17B → $2.69B (+$518M)

13% more funds holding

Funds holding: 166 → 188 (+22)

4.86% more ownership

Funds ownership: 71.3% → 76.15% (+4.9%)

38% less funds holding in top 10

Funds holding in top 10: 8 → 5 (-3)

Holders
188
Holders Change
+22
Holders Change %
+13.25%
% of All Funds
5.46%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.15%
New
36
Increased
89
Reduced
45
Closed
12
Calls
$4.25M
Puts
$41K
Net Calls
+$4.21M
Net Calls Change
+$6.08M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$221M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
+$95.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$63.9M
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$41M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$39.5M

Top Sellers

1
CRAM
Claren Road Asset Management
New York
-$88.8M
2
ECM
EII Capital Management
New York
-$75.4M
3
AIM
Assured Investment Management
New York
-$44.5M
4
KCM
Kingstown Capital Management
New York
-$44.4M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$23.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
176
Envestnet Asset Management
Illinois
$8K +$3.27K +183 +67%
CAL
177
Capital Analysts LLC
Pennsylvania
$6.08K +$1.34K +75 +26%
WA
178
WealthTrust-Arizona
Arizona
$5K +$5.38K +301 New
LTFS
179
Ladenburg Thalmann Financial Services
Florida
$3K +$1.04K +58 +61%
NES
180
New England Securities
New York
$3K +$1.43K +80 +80%
PHK
181
Point72 Hong Kong
Hong Kong
$3K +$2.73K +153 New
TDC
182
Thompson Davis & Co
Virginia
$3K +$3.57K +200 New
BCMIO
183
Beacon Capital Management Inc (Ohio)
Ohio
$2K – – –
FHA
184
First Horizon Advisors
Tennessee
$1K – – –
PTC
185
Private Trust Company
Ohio
$1K – – –
CGT
186
Capital Guardian Trust
California
$1K +$536 +30 New
Manulife (Manufacturers Life Insurance)
187
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$92 -$1.84K -103 -2%
CRAM
188
Claren Road Asset Management
New York
– -$88.8M -5,000,000 Closed
KCM
189
Kingstown Capital Management
New York
– -$44.4M -2,500,000 Closed
TAM
190
Third Avenue Management
New York
– -$12.2M -686,217 Closed
HRES
191
Heitman Real Estate Securities
Illinois
– -$8.99M -505,971 Closed
AI
192
Analytic Investors
California
– -$5.61M -315,928 Closed
VKH
193
Virtu KCG Holdings
New York
– -$1.31M -73,760 Closed
CB
194
Commerce Bank
Missouri
– -$284K -16,015 Closed
HCM
195
Hollencrest Capital Management
California
– -$223K -12,537 Closed
SIC
196
Salem Investment Counselors
North Carolina
– -$178K -10,000 Closed
BRWA
197
B. Riley Wealth Advisors
Florida
– -$91.7K -5,165 Closed
QT
198
Quantbot Technologies
New York
– -$90K -5,098 Closed
PAS
199
Partnervest Advisory Services
California
– -$1K -81 Closed
WA
200
WFG Advisors
Texas
– +$375 +21 New
4 5 6 7
8

AMH Hedge Fund Activity: Q3 2014 in Review

188 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q3 2014, worth a combined $2.69B — up 24% from $2.17B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AMH positions and 12 closed out — a net gain of 24 holders — while 89 added to existing stakes and 45 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $221M. The largest seller was Claren Road Asset Management, exiting entirely with an estimated $88.8M sold.

  • 188 institutional investors held American Homes 4 Rent (AMH) as of Q3 2014, up from 166 in Q2 2014.
  • Funds reported $2.69B of American Homes 4 Rent stock for Q3 2014, up 24% quarter-over-quarter.
  • 36 funds opened new American Homes 4 Rent positions in Q3 2014 and 12 closed out, a net change of +24 holders.
  • The largest American Homes 4 Rent buyer in Q3 2014 was Cohen & Steers, an estimated $221M added.
  • The largest American Homes 4 Rent seller in Q3 2014 was Claren Road Asset Management, an estimated $88.8M sold.

Based on aggregated 13F filings for Q3 2014.