American Homes 4 Rent
159 hedge funds and large institutions have $1.98B invested in American Homes 4 Rent in 2014 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 75 increasing their positions, 26 reducing their positions, and 19 closing their positions.
188% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 26
126% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 19
25% more capital invested
Capital invested by funds: $1.59B → $1.98B (+$396M)
16% more funds holding
Funds holding: 137 → 159 (+22)
11.21% more ownership
Funds ownership: 52.99% → 64.2% (+11%)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
77% less call options, than puts
Call options by funds: $557K | Put options by funds: $2.47M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRAM
Claren Road Asset Management
New York
|
+$121M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$97.8M |
| 3 |
LPC
Long Pond Capital
New York
|
+$51.8M |
| 4 |
UOC
UBS O'Connor
Chicago,
Illinois
|
+$36.3M |
| 5 |
ECM
EII Capital Management
New York
|
+$28.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$101M |
| 2 |
AC
Alleghany Corporation
New York
|
-$69.2M |
| 3 |
BC
BHR Capital
New York
|
-$32.4M |
| 4 |
FAM
Fred Alger Management
New York
|
-$19.4M |
| 5 |
BPM
Bronson Point Management
Fairfield,
Connecticut
|
-$12.6M |
AMH Hedge Fund Activity: Q1 2014 in Review
159 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q1 2014, worth a combined $1.98B — up 25% from $1.59B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new AMH positions and 19 closed out — a net gain of 24 holders — while 75 added to existing stakes and 26 trimmed.
The largest buyer was Claren Road Asset Management, opening a new position worth an estimated $121M. The largest seller was JP Morgan Chase, cutting an estimated $101M.
- 159 institutional investors held American Homes 4 Rent (AMH) as of Q1 2014, up from 137 in Q4 2013.
- Funds reported $1.98B of American Homes 4 Rent stock for Q1 2014, up 25% quarter-over-quarter.
- 43 funds opened new American Homes 4 Rent positions in Q1 2014 and 19 closed out, a net change of +24 holders.
- The largest American Homes 4 Rent buyer in Q1 2014 was Claren Road Asset Management, an estimated $121M added.
- The largest American Homes 4 Rent seller in Q1 2014 was JP Morgan Chase, an estimated $101M sold.
Based on aggregated 13F filings for Q1 2014.