American Homes 4 Rent
174 hedge funds and large institutions have $2.42B invested in American Homes 4 Rent in 2015 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 86 increasing their positions, 41 reducing their positions, and 26 closing their positions.
119,100% more call options, than puts
Call options by funds: $14.3M | Put options by funds: $12K
110% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 41
1% more capital invested
Capital invested by funds: $2.39B → $2.42B (+$27.4M)
0.52% less ownership
Funds ownership: 70.3% → 69.78% (-0.52%)
4% less funds holding
Funds holding: 181 → 174 (-7)
23% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 26
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCP
Tourbillon Capital Partners
New York
|
+$122M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$49.8M |
| 3 |
LPC
Long Pond Capital
New York
|
+$42.9M |
| 4 |
JP Morgan Chase
New York
|
+$29.4M |
| 5 |
ACM
AEW Capital Management
Boston,
Massachusetts
|
+$24.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$235M |
| 2 |
Daiwa Securities Group
Tokyo,
Japan
|
-$84.1M |
| 3 |
BCM
BlueCrest Capital Management
St Helier,
Jersey
|
-$25.5M |
| 4 |
AAMU
APG Asset Management US
New York
|
-$22.8M |
| 5 |
Goldman Sachs
New York
|
-$18.9M |
AMH Hedge Fund Activity: Q4 2015 in Review
174 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q4 2015, worth a combined $2.42B — up 1.1% from $2.39B a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of AMH and 20 opened new positions — a net loss of 6 holders — while 41 trimmed existing stakes and 86 added.
The largest buyer was Tourbillon Capital Partners, adding an estimated $122M. The largest seller was Cohen & Steers, exiting entirely with an estimated $235M sold.
- 174 institutional investors held American Homes 4 Rent (AMH) as of Q4 2015, down from 181 in Q3 2015.
- Funds reported $2.42B of American Homes 4 Rent stock for Q4 2015, up 1.1% quarter-over-quarter.
- 20 funds opened new American Homes 4 Rent positions in Q4 2015 and 26 closed out, a net change of -6 holders.
- The largest American Homes 4 Rent buyer in Q4 2015 was Tourbillon Capital Partners, an estimated $122M added.
- The largest American Homes 4 Rent seller in Q4 2015 was Cohen & Steers, an estimated $235M sold.
Based on aggregated 13F filings for Q4 2015.