American Homes 4 Rent
249 hedge funds and large institutions have $5.54B invested in American Homes 4 Rent in 2017 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 103 increasing their positions, 75 reducing their positions, and 34 closing their positions.
12,709% more call options, than puts
Call options by funds: $2.95M | Put options by funds: $23K
47% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 34
37% more repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 75
14% more capital invested
Capital invested by funds: $4.87B → $5.54B (+$665M)
3% more funds holding
Funds holding: 241 → 249 (+8)
3.72% less ownership
Funds ownership: 97.6% → 93.88% (-3.7%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$283M |
| 2 |
Goldman Sachs
New York
|
+$54M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$53.4M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$45.1M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$37.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$95.7M |
| 2 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
-$46.6M |
| 3 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$39.2M |
| 4 |
FM
Forward Management
San Francisco,
California
|
-$30.3M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$19.2M |
AMH Hedge Fund Activity: Q1 2017 in Review
249 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q1 2017, worth a combined $5.54B — up 14% from $4.87B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new AMH positions and 34 closed out — a net gain of 16 holders — while 103 added to existing stakes and 75 trimmed.
The largest buyer was BlackRock, adding an estimated $283M. The largest seller was AJO LP, cutting an estimated $95.7M.
- 249 institutional investors held American Homes 4 Rent (AMH) as of Q1 2017, up from 241 in Q4 2016.
- Funds reported $5.54B of American Homes 4 Rent stock for Q1 2017, up 14% quarter-over-quarter.
- 50 funds opened new American Homes 4 Rent positions in Q1 2017 and 34 closed out, a net change of +16 holders.
- The largest American Homes 4 Rent buyer in Q1 2017 was BlackRock, an estimated $283M added.
- The largest American Homes 4 Rent seller in Q1 2017 was AJO LP, an estimated $95.7M sold.
Based on aggregated 13F filings for Q1 2017.