American Homes 4 Rent
381 hedge funds and large institutions have $10.8B invested in American Homes 4 Rent in 2021 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 121 reducing their positions, and 27 closing their positions.
104% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 27
43% more call options, than puts
Call options by funds: $23.6M | Put options by funds: $16.5M
24% more repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 121
6% more funds holding
Funds holding: 358 → 381 (+23)
4% less capital invested
Capital invested by funds: $11.3B → $10.8B (-$481M)
2.2% less ownership
Funds ownership: 90.3% → 88.1% (-2.2%)
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$101M |
| 2 |
Goldman Sachs
New York
|
+$82.8M |
| 3 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$81.3M |
| 4 |
Millennium Management
New York
|
+$53.2M |
| 5 |
LPC
Long Pond Capital
New York
|
+$48.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$227M |
| 2 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$207M |
| 3 |
D.E. Shaw & Co
New York
|
-$57.4M |
| 4 |
WCP
Waterfront Capital Partners
New York
|
-$51.1M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$41.8M |
AMH Hedge Fund Activity: Q3 2021 in Review
381 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q3 2021, worth a combined $10.8B — down 4.3% from $11.3B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new AMH positions and 27 closed out — a net gain of 28 holders — while 150 added to existing stakes and 121 trimmed.
The largest buyer was Norges Bank, adding an estimated $101M. The largest seller was JP Morgan Chase, cutting an estimated $227M.
- 381 institutional investors held American Homes 4 Rent (AMH) as of Q3 2021, up from 358 in Q2 2021.
- Funds reported $10.8B of American Homes 4 Rent stock for Q3 2021, down 4.3% quarter-over-quarter.
- 55 funds opened new American Homes 4 Rent positions in Q3 2021 and 27 closed out, a net change of +28 holders.
- The largest American Homes 4 Rent buyer in Q3 2021 was Norges Bank, an estimated $101M added.
- The largest American Homes 4 Rent seller in Q3 2021 was JP Morgan Chase, an estimated $227M sold.
Based on aggregated 13F filings for Q3 2021.