American Homes 4 Rent
226 hedge funds and large institutions have $4.98B invested in American Homes 4 Rent in 2016 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 99 increasing their positions, 63 reducing their positions, and 15 closing their positions.
1,973% more call options, than puts
Call options by funds: $456K | Put options by funds: $22K
173% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 15
57% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 63
40% more capital invested
Capital invested by funds: $3.56B → $4.98B (+$1.42B)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
23.37% more ownership
Funds ownership: 73.19% → 96.56% (+23%)
12% more funds holding
Funds holding: 202 → 226 (+24)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$389M |
| 2 |
Daiwa Securities Group
Tokyo,
Japan
|
+$188M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$167M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$136M |
| 5 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
+$70.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$175M |
| 2 |
CLM
ClearBridge LLC (Maryland)
Baltimore,
Maryland
|
-$45.6M |
| 3 |
TCP
Tourbillon Capital Partners
New York
|
-$44.3M |
| 4 |
JP Morgan Chase
New York
|
-$39.6M |
| 5 |
ClearBridge Investments
New York
|
-$31M |
AMH Hedge Fund Activity: Q3 2016 in Review
226 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q3 2016, worth a combined $4.98B — up 40% from $3.56B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new AMH positions and 15 closed out — a net gain of 26 holders — while 99 added to existing stakes and 63 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $389M. The largest seller was Boston Partners, cutting an estimated $175M.
- 226 institutional investors held American Homes 4 Rent (AMH) as of Q3 2016, up from 202 in Q2 2016.
- Funds reported $4.98B of American Homes 4 Rent stock for Q3 2016, up 40% quarter-over-quarter.
- 41 funds opened new American Homes 4 Rent positions in Q3 2016 and 15 closed out, a net change of +26 holders.
- The largest American Homes 4 Rent buyer in Q3 2016 was Cohen & Steers, an estimated $389M added.
- The largest American Homes 4 Rent seller in Q3 2016 was Boston Partners, an estimated $175M sold.
Based on aggregated 13F filings for Q3 2016.