American Homes 4 Rent
321 hedge funds and large institutions have $8.18B invested in American Homes 4 Rent in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 115 increasing their positions, 117 reducing their positions, and 32 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 6 → 10 (+4)
44% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 32
29% more call options, than puts
Call options by funds: $4.47M | Put options by funds: $3.46M
3% more funds holding
Funds holding: 311 → 321 (+10)
5% more capital invested
Capital invested by funds: $7.8B → $8.18B (+$381M)
0.96% less ownership
Funds ownership: 87.35% → 86.4% (-0.96%)
2% less repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 117
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PGGM Investments
Zeist,
Netherlands
|
+$111M |
| 2 |
LPC
Long Pond Capital
New York
|
+$98.9M |
| 3 |
BlackRock
New York
|
+$46.5M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$44.8M |
| 5 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$42.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$195M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
-$45.3M |
| 3 |
AAMU
APG Asset Management US
New York
|
-$38.3M |
| 4 |
Janus Henderson Group
London,
|
-$37.9M |
| 5 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$31.5M |
AMH Hedge Fund Activity: Q4 2020 in Review
321 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q4 2020, worth a combined $8.18B — up 4.9% from $7.8B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new AMH positions and 32 closed out — a net gain of 14 holders — while 115 added to existing stakes and 117 trimmed.
The largest buyer was PGGM Investments, adding an estimated $111M. The largest seller was Fidelity Investments, cutting an estimated $195M.
- 321 institutional investors held American Homes 4 Rent (AMH) as of Q4 2020, up from 311 in Q3 2020.
- Funds reported $8.18B of American Homes 4 Rent stock for Q4 2020, up 4.9% quarter-over-quarter.
- 46 funds opened new American Homes 4 Rent positions in Q4 2020 and 32 closed out, a net change of +14 holders.
- The largest American Homes 4 Rent buyer in Q4 2020 was PGGM Investments, an estimated $111M added.
- The largest American Homes 4 Rent seller in Q4 2020 was Fidelity Investments, an estimated $195M sold.
Based on aggregated 13F filings for Q4 2020.