American Homes 4 Rent
202 hedge funds and large institutions have $3.56B invested in American Homes 4 Rent in 2016 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 72 increasing their positions, 80 reducing their positions, and 23 closing their positions.
5,495% more call options, than puts
Call options by funds: $1.12M | Put options by funds: $20K
48% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 23
33% more capital invested
Capital invested by funds: $2.67B → $3.56B (+$892M)
4% more funds holding
Funds holding: 194 → 202 (+8)
3.93% more ownership
Funds ownership: 69.26% → 73.19% (+3.9%)
10% less repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 80
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$71.3M |
| 2 |
Cohen & Steers
New York
|
+$65.8M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$58.2M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$41.9M |
| 5 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
+$41.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPC
Long Pond Capital
New York
|
-$80.5M |
| 2 |
JP Morgan Chase
New York
|
-$40.1M |
| 3 |
TCP
Tourbillon Capital Partners
New York
|
-$39M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$27.6M |
| 5 |
Nomura Holdings
Tokyo,
Japan
|
-$13.3M |
AMH Hedge Fund Activity: Q2 2016 in Review
202 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q2 2016, worth a combined $3.56B — up 33% from $2.67B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new AMH positions and 23 closed out — a net gain of 11 holders — while 72 added to existing stakes and 80 trimmed.
The largest buyer was Brookfield Corp, adding an estimated $71.3M. The largest seller was Long Pond Capital, exiting entirely with an estimated $80.5M sold.
- 202 institutional investors held American Homes 4 Rent (AMH) as of Q2 2016, up from 194 in Q1 2016.
- Funds reported $3.56B of American Homes 4 Rent stock for Q2 2016, up 33% quarter-over-quarter.
- 34 funds opened new American Homes 4 Rent positions in Q2 2016 and 23 closed out, a net change of +11 holders.
- The largest American Homes 4 Rent buyer in Q2 2016 was Brookfield Corp, an estimated $71.3M added.
- The largest American Homes 4 Rent seller in Q2 2016 was Long Pond Capital, an estimated $80.5M sold.
Based on aggregated 13F filings for Q2 2016.