American Homes 4 Rent
258 hedge funds and large institutions have $5.65B invested in American Homes 4 Rent in 2017 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 118 increasing their positions, 72 reducing their positions, and 19 closing their positions.
137% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 19
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
64% more repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 72
10% more funds holding
Funds holding: 234 → 258 (+24)
2% more capital invested
Capital invested by funds: $5.54B → $5.65B (+$105M)
7.92% less ownership
Funds ownership: 98.24% → 90.31% (-7.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$78.7M |
| 2 |
SCRM
Security Capital Research & Management
Chicago,
Illinois
|
+$57.8M |
| 3 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
|
+$38.4M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$35.7M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$30.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$111M |
| 2 |
Goldman Sachs
New York
|
-$34.9M |
| 3 |
ZP
Zimmer Partners
New York
|
-$34.7M |
| 4 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
-$34.2M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$29.1M |
AMH Hedge Fund Activity: Q4 2017 in Review
258 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q4 2017, worth a combined $5.65B — up 1.9% from $5.54B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new AMH positions and 19 closed out — a net gain of 26 holders — while 118 added to existing stakes and 72 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $78.7M. The largest seller was Cohen & Steers, cutting an estimated $111M.
- 258 institutional investors held American Homes 4 Rent (AMH) as of Q4 2017, up from 234 in Q3 2017.
- Funds reported $5.65B of American Homes 4 Rent stock for Q4 2017, up 1.9% quarter-over-quarter.
- 45 funds opened new American Homes 4 Rent positions in Q4 2017 and 19 closed out, a net change of +26 holders.
- The largest American Homes 4 Rent buyer in Q4 2017 was Bank of New York Mellon, an estimated $78.7M added.
- The largest American Homes 4 Rent seller in Q4 2017 was Cohen & Steers, an estimated $111M sold.
Based on aggregated 13F filings for Q4 2017.