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American Homes 4 Rent
AMH

241 hedge funds and large institutions have $4.87B invested in American Homes 4 Rent in 2016 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 85 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,093% more call options, than puts

Call options by funds: $16.3M | Put options by funds: $389K

76% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 25

7% more funds holding

Funds holding: 226 → 241 (+15)

1.03% more ownership

Funds ownership: 96.56% → 97.58% (+1%)

1% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 84

2% less capital invested

Capital invested by funds: $4.97B → $4.87B (-$103M)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
241
Holders Change
+15
Holders Change %
+6.64%
% of All Funds
6.03%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
44
Increased
85
Reduced
84
Closed
25
Calls
$16.3M
Puts
$389K
Net Calls
+$15.9M
Net Calls Change
+$15.5M

Top Buyers

1
AL
AJO LP
Pennsylvania
+$128M
2
Deutsche Bank
Deutsche Bank
Germany
+$88.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$51.5M
4
NI
Numeric Investors
Massachusetts
+$38.7M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$28.4M

Top Sellers

1
TCP
Tourbillon Capital Partners
New York
-$162M
2
ZP
Zimmer Partners
New York
-$47.6M
3
Citadel Advisors
Citadel Advisors
Florida
-$44.9M
4
Cohen & Steers
Cohen & Steers
New York
-$31.2M
5
Marshall Wace
Marshall Wace
United Kingdom
-$21.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$687M +$1.13M +54,303 +0.2%
Cohen & Steers
2
Cohen & Steers
New York
$425M -$31.2M -1,505,966 -7%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$285M +$51.5M +2,480,498 +22%
JP Morgan Chase
4
JP Morgan Chase
New York
$214M +$4.19M +201,833 +2%
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$184M +$981K +47,309 +0.5%
BIT
6
BlackRock Institutional Trust
California
$165M +$8.05M +388,181 +5%
Invesco
7
Invesco
Georgia
$143M -$3.34M -160,833 -2%
BC
8
Brookfield Corp
Ontario, Canada
$139M +$6.56M +316,367 +5%
AL
9
AJO LP
Pennsylvania
$129M +$128M +6,163,422 New
State Street
10
State Street
Massachusetts
$108M -$3.52M -169,610 -3%
Ameriprise
11
Ameriprise
Minnesota
$102M +$27.4M +1,319,119 +37%
Deutsche Bank
12
Deutsche Bank
Germany
$101M +$88.2M +4,252,631 +774%
BAM
13
Burgundy Asset Management
Ontario, Canada
$93.2M +$4.09M +197,069 +5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$86.3M -$9.74M -469,624 -10%
ClearBridge Investments
15
ClearBridge Investments
New York
$85M -$678K -32,669 -0.8%
Boston Partners
16
Boston Partners
Massachusetts
$79.6M -$20.8M -1,004,493 -21%
Renaissance Technologies
17
Renaissance Technologies
New York
$72.7M +$13.5M +652,400 +23%
CLM
18
ClearBridge LLC (Maryland)
Maryland
$71.6M -$19.9M -960,480 -22%
BFA
19
BlackRock Fund Advisors
California
$66.9M -$3.11M -149,812 -4%
ACM
20
AEW Capital Management
Massachusetts
$66.3M -$1.99M -96,000 -3%
CIMLRA
21
CBRE Investment Management Listed Real Assets
Pennsylvania
$64.1M -$4.28M -206,190 -6%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$59.9M +$15.3M +737,075 +35%
N
23
Nuveen
North Carolina
$50.7M +$2.59M +124,915 +5%
FM
24
Forward Management
California
$47.9M -$359K -17,300 -0.8%
CGM
25
Capital Growth Management
Massachusetts
$46.6M – – –
1
2 3 4 5

AMH Hedge Fund Activity: Q4 2016 in Review

241 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q4 2016, worth a combined $4.87B — down 2.1% from $4.97B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AMH positions and 25 closed out — a net gain of 19 holders — while 85 added to existing stakes and 84 trimmed.

The largest buyer was AJO LP, opening a new position worth an estimated $128M. The largest seller was Tourbillon Capital Partners, exiting entirely with an estimated $162M sold.

  • 241 institutional investors held American Homes 4 Rent (AMH) as of Q4 2016, up from 226 in Q3 2016.
  • Funds reported $4.87B of American Homes 4 Rent stock for Q4 2016, down 2.1% quarter-over-quarter.
  • 44 funds opened new American Homes 4 Rent positions in Q4 2016 and 25 closed out, a net change of +19 holders.
  • The largest American Homes 4 Rent buyer in Q4 2016 was AJO LP, an estimated $128M added.
  • The largest American Homes 4 Rent seller in Q4 2016 was Tourbillon Capital Partners, an estimated $162M sold.

Based on aggregated 13F filings for Q4 2016.