American Homes 4 Rent
AMH
381 hedge funds and large institutions have $10.5B invested in American Homes 4 Rent in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 135 increasing their positions, 146 reducing their positions, and 55 closing their positions.
0.35% more ownership
Funds ownership: 91.3% → 91.65% (+0.35%)
8% less repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 146
4% less funds holding
Funds holding: 396 → 381 (-15)
7% less capital invested
Capital invested by funds: $11.2B → $10.5B (-$769M)
24% less first-time investments, than exits
New positions opened: 42 | Existing positions closed: 55
27% less funds holding in top 10
Funds holding in top 10: 11 → 8 (-3)
92% less call options, than puts
Call options by funds: $770K | Put options by funds: $9.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
+$87M |
| 2 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$86.5M |
| 3 |
Morgan Stanley
New York
|
+$78.7M |
| 4 |
ACM
AEW Capital Management
Boston,
Massachusetts
|
+$57.7M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$53.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZP
Zimmer Partners
New York
|
-$163M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$75M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$61.3M |
| 4 |
LPC
Long Pond Capital
New York
|
-$59M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
-$31.7M |
AMH Hedge Fund Activity: Q3 2022 in Review
381 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q3 2022, worth a combined $10.5B — down 6.9% from $11.2B a quarter earlier.
Sellers outnumbered buyers: 55 funds closed out of AMH and 42 opened new positions — a net loss of 13 holders — while 146 trimmed existing stakes and 135 added.
The largest buyer was Resolution Capital, opening a new position worth an estimated $87M. The largest seller was Zimmer Partners, cutting an estimated $163M.
- 381 institutional investors held American Homes 4 Rent (AMH) as of Q3 2022, down from 396 in Q2 2022.
- Funds reported $10.5B of American Homes 4 Rent stock for Q3 2022, down 6.9% quarter-over-quarter.
- 42 funds opened new American Homes 4 Rent positions in Q3 2022 and 55 closed out, a net change of -13 holders.
- The largest American Homes 4 Rent buyer in Q3 2022 was Resolution Capital, an estimated $87M added.
- The largest American Homes 4 Rent seller in Q3 2022 was Zimmer Partners, an estimated $163M sold.
Based on aggregated 13F filings for Q3 2022.