American Homes 4 Rent
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.
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)
Top Buyers
| 1 |
Cohen & Steers
New York
|
+$221M |
| 2 |
Daiwa Securities Group
Tokyo,
Japan
|
+$95.6M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$63.9M |
| 4 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
+$41M |
| 5 |
Bank of New York Mellon
New York
|
+$39.5M |
Top Sellers
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.