American Homes 4 Rent
356 hedge funds and large institutions have $10.1B invested in American Homes 4 Rent in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 144 increasing their positions, 134 reducing their positions, and 43 closing their positions.
898% more call options, than puts
Call options by funds: $12.2M | Put options by funds: $1.23M
6% more capital invested
Capital invested by funds: $9.6B → $10.1B (+$551M)
7% more repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 134
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
0.89% less ownership
Funds ownership: 90.2% → 89.31% (-0.89%)
5% less funds holding
Funds holding: 375 → 356 (-19)
30% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$88.7M |
| 2 |
LPC
Long Pond Capital
New York
|
+$54.3M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$46.9M |
| 4 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
+$27M |
| 5 |
Walleye Capital
New York
|
+$24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
-$64.9M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
-$47.5M |
| 3 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$37.9M |
| 4 |
CI Investments Inc
Toronto,
Ontario, Canada
|
-$37M |
| 5 |
ESCM
Echo Street Capital Management
New York
|
-$32.9M |
AMH Hedge Fund Activity: Q1 2023 in Review
356 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q1 2023, worth a combined $10.1B — up 5.7% from $9.6B a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of AMH and 30 opened new positions — a net loss of 13 holders — while 134 trimmed existing stakes and 144 added.
The largest buyer was Balyasny Asset Management, adding an estimated $88.7M. The largest seller was Centersquare Investment Management, cutting an estimated $64.9M.
- 356 institutional investors held American Homes 4 Rent (AMH) as of Q1 2023, down from 375 in Q4 2022.
- Funds reported $10.1B of American Homes 4 Rent stock for Q1 2023, up 5.7% quarter-over-quarter.
- 30 funds opened new American Homes 4 Rent positions in Q1 2023 and 43 closed out, a net change of -13 holders.
- The largest American Homes 4 Rent buyer in Q1 2023 was Balyasny Asset Management, an estimated $88.7M added.
- The largest American Homes 4 Rent seller in Q1 2023 was Centersquare Investment Management, an estimated $64.9M sold.
Based on aggregated 13F filings for Q1 2023.