American Homes 4 Rent
238 hedge funds and large institutions have $5.54B invested in American Homes 4 Rent in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 117 increasing their positions, 76 reducing their positions, and 30 closing their positions.
876% more call options, than puts
Call options by funds: $283K | Put options by funds: $29K
54% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 76
1.03% more ownership
Funds ownership: 93.88% → 94.91% (+1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less capital invested
Capital invested by funds: $5.54B → $5.54B (-$273K)
4% less funds holding
Funds holding: 249 → 238 (-11)
30% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$108M |
| 2 |
BlackRock
New York
|
+$49.8M |
| 3 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$49.7M |
| 4 |
Goldman Sachs
New York
|
+$46M |
| 5 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$123M |
| 2 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$68.2M |
| 3 |
AAMU
APG Asset Management US
New York
|
-$45M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$43.2M |
| 5 |
Cohen & Steers
New York
|
-$43.2M |
AMH Hedge Fund Activity: Q2 2017 in Review
238 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q2 2017, worth a combined $5.54B — down 0% from $5.54B a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of AMH and 21 opened new positions — a net loss of 9 holders — while 76 trimmed existing stakes and 117 added.
The largest buyer was Fidelity Investments, adding an estimated $108M. The largest seller was Deutsche Bank, cutting an estimated $123M.
- 238 institutional investors held American Homes 4 Rent (AMH) as of Q2 2017, down from 249 in Q1 2017.
- Funds reported $5.54B of American Homes 4 Rent stock for Q2 2017, down 0% quarter-over-quarter.
- 21 funds opened new American Homes 4 Rent positions in Q2 2017 and 30 closed out, a net change of -9 holders.
- The largest American Homes 4 Rent buyer in Q2 2017 was Fidelity Investments, an estimated $108M added.
- The largest American Homes 4 Rent seller in Q2 2017 was Deutsche Bank, an estimated $123M sold.
Based on aggregated 13F filings for Q2 2017.