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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
OPERF
176
Oregon Public Employees Retirement Fund
Oregon
$2.89M +$2.81M +78,600 New
Natixis Advisors
177
Natixis Advisors
Massachusetts
$2.87M +$637K +17,856 +30%
SOMRS
178
State of Michigan Retirement System
Michigan
$2.87M +$2.79M +78,100 New
PRC
179
Pearl River Capital
Michigan
$2.86M +$2.77M +77,710 New
LPL Financial
180
LPL Financial
California
$2.85M +$181K +5,073 +7%
NAM
181
Nissay Asset Management
Japan
$2.84M +$37.1K +1,039 +1%
Mariner
182
Mariner
Kansas
$2.78M -$19.6K -550 -0.7%
LIP
183
Lighthouse Investment Partners
Florida
$2.76M -$5.71M -160,000 -68%
AI
184
Atria Investments
North Carolina
$2.65M +$18.2K +510 +0.7%
ACA
185
Aptus Capital Advisors
Alabama
$2.63M +$265K +7,417 +12%
NMIMC
186
Northwestern Mutual Investment Management Company
Wisconsin
$2.61M +$2.53M +70,939 New
LP
187
LMR Partners
United Kingdom
$2.58M +$2.5M +70,011 New
AIP
188
Ameritas Investment Partners
Nebraska
$2.57M +$2.5M +70,000 New
Victory Capital Management
189
Victory Capital Management
Texas
$2.53M -$628K -17,601 -20%
1832 Asset Management
190
1832 Asset Management
Ontario, Canada
$2.43M +$2.36M +66,000 New
Neuberger Berman Group
191
Neuberger Berman Group
New York
$2.4M -$13.4M -375,351 -85%
FG
192
Foresight Group
United Kingdom
$2.39M +$1.5M +42,106 +102%
NMERB
193
New Mexico Educational Retirement Board
New Mexico
$2.39M +$2.32M +64,900 New
BF
194
BOK Financial
Oklahoma
$2.33M +$56.4K +1,581 +3%
GA
195
GRS Advisors
Illinois
$2.3M – – –
Skandinaviska Enskilda Banken (SEB)
196
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.24M -$32.1K -900 -1%
Handelsbanken Fonder
197
Handelsbanken Fonder
Sweden
$2.17M – – –
Stifel Financial
198
Stifel Financial
Missouri
$2.16M +$264K +7,397 +14%
VOYA Investment Management
199
VOYA Investment Management
Georgia
$2.15M +$478K +13,396 +30%
AQR Capital Management
200
AQR Capital Management
Connecticut
$2.15M +$1.16M +32,635 +126%
6 7
8
9 10

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.