American Homes 4 Rent
182 hedge funds and large institutions have $2.6B invested in American Homes 4 Rent in 2015 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 74 increasing their positions, 59 reducing their positions, and 24 closing their positions.
1,806% more call options, than puts
Call options by funds: $324K | Put options by funds: $17K
25% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 59
8% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 24
1% more funds holding
Funds holding: 181 → 182 (+1)
0.39% more ownership
Funds ownership: 74.06% → 74.45% (+0.39%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
2% less capital invested
Capital invested by funds: $2.66B → $2.6B (-$61.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPC
Long Pond Capital
New York
|
+$59.3M |
| 2 |
CLM
ClearBridge LLC (Maryland)
Baltimore,
Maryland
|
+$23M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
+$17.5M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$16.6M |
| 5 |
JP Morgan Chase
New York
|
+$16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRC
Blue Ridge Capital
New York
|
-$93.1M |
| 2 |
EC
EJF Capital
Arlington,
Virginia
|
-$36.9M |
| 3 |
OCAM
Onex Canada Asset Management
Toronto,
Ontario, Canada
|
-$29.1M |
| 4 |
TCA
Taconic Capital Advisors
New York
|
-$23.4M |
| 5 |
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
|
-$15.8M |
AMH Hedge Fund Activity: Q1 2015 in Review
182 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q1 2015, worth a combined $2.6B — down 2.3% from $2.66B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new AMH positions and 24 closed out — a net gain of 2 holders — while 74 added to existing stakes and 59 trimmed.
The largest buyer was Long Pond Capital, adding an estimated $59.3M. The largest seller was Blue Ridge Capital, cutting an estimated $93.1M.
- 182 institutional investors held American Homes 4 Rent (AMH) as of Q1 2015, up from 181 in Q4 2014.
- Funds reported $2.6B of American Homes 4 Rent stock for Q1 2015, down 2.3% quarter-over-quarter.
- 26 funds opened new American Homes 4 Rent positions in Q1 2015 and 24 closed out, a net change of +2 holders.
- The largest American Homes 4 Rent buyer in Q1 2015 was Long Pond Capital, an estimated $59.3M added.
- The largest American Homes 4 Rent seller in Q1 2015 was Blue Ridge Capital, an estimated $93.1M sold.
Based on aggregated 13F filings for Q1 2015.