American Homes 4 Rent
390 hedge funds and large institutions have $12.7B invested in American Homes 4 Rent in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 170 increasing their positions, 119 reducing their positions, and 59 closing their positions.
349% more call options, than puts
Call options by funds: $1.87M | Put options by funds: $416K
43% more repeat investments, than reductions
Existing positions increased: 170 | Existing positions reduced: 119
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
3.95% more ownership
Funds ownership: 87.15% → 91.1% (+3.9%)
0% more capital invested
Capital invested by funds: $12.7B → $12.7B (+$23.3M)
3% less funds holding
Funds holding: 404 → 390 (-14)
19% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 59
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZP
Zimmer Partners
New York
|
+$180M |
| 2 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
+$167M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
+$154M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$139M |
| 5 |
State Street
Boston,
Massachusetts
|
+$84.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$114M |
| 2 |
BlackRock
New York
|
-$44.2M |
| 3 |
D.E. Shaw & Co
New York
|
-$38.6M |
| 4 |
GPC
Garrison Point Capital
Walnut Creek,
California
|
-$35.2M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
-$30.5M |
AMH Hedge Fund Activity: Q1 2022 in Review
390 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q1 2022, worth a combined $12.7B — up 0.18% from $12.7B a quarter earlier.
Sellers outnumbered buyers: 59 funds closed out of AMH and 48 opened new positions — a net loss of 11 holders — while 119 trimmed existing stakes and 170 added.
The largest buyer was Zimmer Partners, opening a new position worth an estimated $180M. The largest seller was Goldman Sachs, cutting an estimated $114M.
- 390 institutional investors held American Homes 4 Rent (AMH) as of Q1 2022, down from 404 in Q4 2021.
- Funds reported $12.7B of American Homes 4 Rent stock for Q1 2022, up 0.18% quarter-over-quarter.
- 48 funds opened new American Homes 4 Rent positions in Q1 2022 and 59 closed out, a net change of -11 holders.
- The largest American Homes 4 Rent buyer in Q1 2022 was Zimmer Partners, an estimated $180M added.
- The largest American Homes 4 Rent seller in Q1 2022 was Goldman Sachs, an estimated $114M sold.
Based on aggregated 13F filings for Q1 2022.