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American Homes 4 Rent
AMH

374 hedge funds and large institutions have $9.59B invested in American Homes 4 Rent in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 163 increasing their positions, 121 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $1.35M | Put options by funds: $678K

35% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 121

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

0.25% less ownership

Funds ownership: 91.65% → 91.4% (-0.25%)

5% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 44

2% less funds holding

Funds holding: 381 → 374 (-7)

8% less capital invested

Capital invested by funds: $10.5B → $9.59B (-$861M)

Holders
374
Holders Change
-7
Holders Change %
-1.84%
% of All Funds
6.01%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
42
Increased
163
Reduced
121
Closed
44
Calls
$1.35M
Puts
$678K
Net Calls
+$669K
Net Calls Change
+$9.7M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$308M
2
LPC
Long Pond Capital
New York
+$36.8M
3
Goldman Sachs
Goldman Sachs
New York
+$34M
4
SO
STRS Ohio
Ohio
+$29.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$17.9M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$94M
2
CIM
Centersquare Investment Management
Pennsylvania
-$66.6M
3
RC
Resolution Capital
Australia
-$65.6M
4
WMSA
Weiss Multi-Strategy Advisers
New York
-$25.1M
5
Principal Financial Group
Principal Financial Group
Iowa
-$24.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
MSRPS
201
Maryland State Retirement & Pension System
Maryland
$729K +$45.5K +1,435 +6%
SDIC
202
South Dakota Investment Council
South Dakota
$723K – – –
PMEF
203
Point72 Middle East FZE
United Arab Emirates
$719K +$756K +23,851 New
OTPPB
204
Ontario Teachers' Pension Plan Board
Ontario, Canada
$700K +$227K +7,168 +45%
UCFA
205
United Capital Financial Advisors
Texas
$685K -$64.7K -2,041 -8%
S
206
Seeyond
France
$677K +$122K +3,852 +21%
LMIM
207
Lockheed Martin Investment Management
Maryland
$652K +$72.9K +2,300 +12%
CS
208
Candriam SCA
Luxembourg
$636K -$147K -4,640 -18%
Nordea Investment Management
209
Nordea Investment Management
Sweden
$622K +$39.7K +1,253 +6%
PP
210
Prudential plc
United Kingdom
$621K +$417K +13,140 +176%
PS
211
Pensionfund Sabic
Netherlands
$618K – – –
Walleye Capital
212
Walleye Capital
New York
$585K -$15.6M -491,084 -96%
Lazard Asset Management
213
Lazard Asset Management
New York
$569K +$544K +17,145 +970%
AAM
214
Azzad Asset Management
Virginia
$567K -$571K -18,017 -49%
MF
215
Magnetar Financial
Illinois
$561K +$590K +18,606 New
IIM
216
INTECH Investment Management
Florida
$555K +$9.64K +304 +2%
Citadel Advisors
217
Citadel Advisors
Florida
$549K -$14.2M -448,676 -96%
PAM
218
Panagora Asset Management
Massachusetts
$534K -$41K -1,292 -7%
DI
219
Diligent Investors
California
$509K – – –
PNC Financial Services Group
220
PNC Financial Services Group
Pennsylvania
$489K +$10.6K +333 +2%
SRAM
221
Spouting Rock Asset Management
Pennsylvania
$483K – – –
SG Americas Securities
222
SG Americas Securities
New York
$478K -$766K -24,161 -60%
Cambridge Investment Research Advisors
223
Cambridge Investment Research Advisors
Iowa
$472K +$2.16K +68 +0.4%
PCM
224
Penserra Capital Management
California
$469K +$7.07K +223 +1%
GHAM
225
Gilman Hill Asset Management
Connecticut
$465K -$2.69K -85 -0.5%
7 8
9
10 11

AMH Hedge Fund Activity: Q4 2022 in Review

374 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q4 2022, worth a combined $9.59B — down 8.2% from $10.5B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of AMH and 42 opened new positions — a net loss of 2 holders — while 121 trimmed existing stakes and 163 added.

The largest buyer was Cohen & Steers, adding an estimated $308M. The largest seller was Deutsche Bank, cutting an estimated $94M.

  • 374 institutional investors held American Homes 4 Rent (AMH) as of Q4 2022, down from 381 in Q3 2022.
  • Funds reported $9.59B of American Homes 4 Rent stock for Q4 2022, down 8.2% quarter-over-quarter.
  • 42 funds opened new American Homes 4 Rent positions in Q4 2022 and 44 closed out, a net change of -2 holders.
  • The largest American Homes 4 Rent buyer in Q4 2022 was Cohen & Steers, an estimated $308M added.
  • The largest American Homes 4 Rent seller in Q4 2022 was Deutsche Bank, an estimated $94M sold.

Based on aggregated 13F filings for Q4 2022.