American Homes 4 Rent
404 hedge funds and large institutions have $12.7B invested in American Homes 4 Rent in 2021 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 152 increasing their positions, 139 reducing their positions, and 35 closing their positions.
77% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 35
62% more call options, than puts
Call options by funds: $27.8M | Put options by funds: $17.2M
17% more capital invested
Capital invested by funds: $10.8B → $12.7B (+$1.85B)
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
6% more funds holding
Funds holding: 381 → 404 (+23)
9% more repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 139
0.95% less ownership
Funds ownership: 88.1% → 87.15% (-0.95%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$118M |
| 2 |
BlackRock
New York
|
+$96.7M |
| 3 |
ESCM
Echo Street Capital Management
New York
|
+$74.9M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$69.6M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$61.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$58.8M |
| 2 |
JP Morgan Chase
New York
|
-$41.8M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$36.7M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$33.2M |
| 5 |
D.E. Shaw & Co
New York
|
-$30.3M |
AMH Hedge Fund Activity: Q4 2021 in Review
404 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q4 2021, worth a combined $12.7B — up 17% from $10.8B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new AMH positions and 35 closed out — a net gain of 27 holders — while 152 added to existing stakes and 139 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $118M. The largest seller was Millennium Management, cutting an estimated $58.8M.
- 404 institutional investors held American Homes 4 Rent (AMH) as of Q4 2021, up from 381 in Q3 2021.
- Funds reported $12.7B of American Homes 4 Rent stock for Q4 2021, up 17% quarter-over-quarter.
- 62 funds opened new American Homes 4 Rent positions in Q4 2021 and 35 closed out, a net change of +27 holders.
- The largest American Homes 4 Rent buyer in Q4 2021 was Goldman Sachs, an estimated $118M added.
- The largest American Homes 4 Rent seller in Q4 2021 was Millennium Management, an estimated $58.8M sold.
Based on aggregated 13F filings for Q4 2021.