American Homes 4 Rent
181 hedge funds and large institutions have $2.39B invested in American Homes 4 Rent in 2015 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 68 increasing their positions, 53 reducing their positions, and 18 closing their positions.
23,381% more call options, than puts
Call options by funds: $43M | Put options by funds: $183K
78% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 18
28% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 53
8% more funds holding
Funds holding: 168 → 181 (+13)
6.12% less ownership
Funds ownership: 76.42% → 70.3% (-6.1%)
8% less capital invested
Capital invested by funds: $2.58B → $2.39B (-$196M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCP
Tourbillon Capital Partners
New York
|
+$105M |
| 2 |
JP Morgan Chase
New York
|
+$73.1M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$40.8M |
| 4 |
BCM
BlueCrest Capital Management
St Helier,
Jersey
|
+$24.9M |
| 5 |
AAMU
APG Asset Management US
New York
|
+$22.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPC
Long Pond Capital
New York
|
-$218M |
| 2 |
Cohen & Steers
New York
|
-$120M |
| 3 |
EC
EJF Capital
Arlington,
Virginia
|
-$116M |
| 4 |
SCM
Scopia Capital Management
New York
|
-$54.6M |
| 5 |
Daiwa Securities Group
Tokyo,
Japan
|
-$36.7M |
AMH Hedge Fund Activity: Q3 2015 in Review
181 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q3 2015, worth a combined $2.39B — down 7.6% from $2.58B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new AMH positions and 18 closed out — a net gain of 14 holders — while 68 added to existing stakes and 53 trimmed.
The largest buyer was Tourbillon Capital Partners, opening a new position worth an estimated $105M. The largest seller was Long Pond Capital, cutting an estimated $218M.
- 181 institutional investors held American Homes 4 Rent (AMH) as of Q3 2015, up from 168 in Q2 2015.
- Funds reported $2.39B of American Homes 4 Rent stock for Q3 2015, down 7.6% quarter-over-quarter.
- 32 funds opened new American Homes 4 Rent positions in Q3 2015 and 18 closed out, a net change of +14 holders.
- The largest American Homes 4 Rent buyer in Q3 2015 was Tourbillon Capital Partners, an estimated $105M added.
- The largest American Homes 4 Rent seller in Q3 2015 was Long Pond Capital, an estimated $218M sold.
Based on aggregated 13F filings for Q3 2015.