American Homes 4 Rent
251 hedge funds and large institutions have $5.13B invested in American Homes 4 Rent in 2018 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 82 increasing their positions, 98 reducing their positions, and 45 closing their positions.
12% more call options, than puts
Call options by funds: $420K | Put options by funds: $375K
0.47% less ownership
Funds ownership: 90.31% → 89.84% (-0.47%)
7% less first-time investments, than exits
New positions opened: 42 | Existing positions closed: 45
3% less funds holding
Funds holding: 258 → 251 (-7)
9% less capital invested
Capital invested by funds: $5.65B → $5.13B (-$516M)
16% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 98
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPC
Long Pond Capital
New York
|
+$216M |
| 2 |
Morgan Stanley
New York
|
+$59.6M |
| 3 |
BlackRock
New York
|
+$36.8M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$36M |
| 5 |
JP Morgan Chase
New York
|
+$28.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$148M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$93M |
| 3 |
SCRM
Security Capital Research & Management
Chicago,
Illinois
|
-$60.2M |
| 4 |
Cohen & Steers
New York
|
-$56.6M |
| 5 |
Daiwa Securities Group
Tokyo,
Japan
|
-$53.7M |
AMH Hedge Fund Activity: Q1 2018 in Review
251 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q1 2018, worth a combined $5.13B — down 9.1% from $5.65B a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of AMH and 42 opened new positions — a net loss of 3 holders — while 98 trimmed existing stakes and 82 added.
The largest buyer was Long Pond Capital, opening a new position worth an estimated $216M. The largest seller was Bank of New York Mellon, cutting an estimated $148M.
- 251 institutional investors held American Homes 4 Rent (AMH) as of Q1 2018, down from 258 in Q4 2017.
- Funds reported $5.13B of American Homes 4 Rent stock for Q1 2018, down 9.1% quarter-over-quarter.
- 42 funds opened new American Homes 4 Rent positions in Q1 2018 and 45 closed out, a net change of -3 holders.
- The largest American Homes 4 Rent buyer in Q1 2018 was Long Pond Capital, an estimated $216M added.
- The largest American Homes 4 Rent seller in Q1 2018 was Bank of New York Mellon, an estimated $148M sold.
Based on aggregated 13F filings for Q1 2018.