American Homes 4 Rent
264 hedge funds and large institutions have $5.78B invested in American Homes 4 Rent in 2018 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 91 increasing their positions, 95 reducing their positions, and 27 closing their positions.
2,388% more call options, than puts
Call options by funds: $597K | Put options by funds: $24K
37% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 27
4% more funds holding
Funds holding: 255 → 264 (+9)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0.8% less ownership
Funds ownership: 90.18% → 89.38% (-0.8%)
2% less capital invested
Capital invested by funds: $5.91B → $5.78B (-$127M)
4% less repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 95
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCRM
Security Capital Research & Management
Chicago,
Illinois
|
+$257M |
| 2 |
Millennium Management
New York
|
+$39.3M |
| 3 |
ClearBridge Investments
New York
|
+$35M |
| 4 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
+$33.6M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$27.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPC
Long Pond Capital
New York
|
-$108M |
| 2 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$78.7M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$68.3M |
| 4 |
CLM
ClearBridge LLC (Maryland)
Baltimore,
Maryland
|
-$62.6M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$52.6M |
AMH Hedge Fund Activity: Q3 2018 in Review
264 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q3 2018, worth a combined $5.78B — down 2.1% from $5.91B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new AMH positions and 27 closed out — a net gain of 10 holders — while 91 added to existing stakes and 95 trimmed.
The largest buyer was Security Capital Research & Management, adding an estimated $257M. The largest seller was Long Pond Capital, cutting an estimated $108M.
- 264 institutional investors held American Homes 4 Rent (AMH) as of Q3 2018, up from 255 in Q2 2018.
- Funds reported $5.78B of American Homes 4 Rent stock for Q3 2018, down 2.1% quarter-over-quarter.
- 37 funds opened new American Homes 4 Rent positions in Q3 2018 and 27 closed out, a net change of +10 holders.
- The largest American Homes 4 Rent buyer in Q3 2018 was Security Capital Research & Management, an estimated $257M added.
- The largest American Homes 4 Rent seller in Q3 2018 was Long Pond Capital, an estimated $108M sold.
Based on aggregated 13F filings for Q3 2018.