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American Homes 4 Rent
AMH

355 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.

New
Increased
Maintained
Reduced
Closed

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: $9.59B → $10.1B (+$557M)

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)

2.1% less ownership

Funds ownership: 91.4% → 89.31% (-2.1%)

5% less funds holding

Funds holding: 374 → 355 (-19)

30% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 43

Holders
355
Holders Change
-19
Holders Change %
-5.08%
% of All Funds
5.66%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
30
Increased
144
Reduced
134
Closed
43
Calls
$12.2M
Puts
$1.23M
Net Calls
+$11M
Net Calls Change
+$10.3M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$88.7M
2
LPC
Long Pond Capital
New York
+$54.3M
3
Deutsche Bank
Deutsche Bank
Germany
+$46.9M
4
RC
Resolution Capital
Australia
+$27M
5
Walleye Capital
Walleye Capital
New York
+$24M

Top Sellers

1
CIM
Centersquare Investment Management
Pennsylvania
-$64.9M
2
N
Nuveen
North Carolina
-$47.5M
3
CVA
Ceredex Value Advisors
Florida
-$37.9M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$37M
5
ESCM
Echo Street Capital Management
New York
-$32.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.31B +$14.1M +442,075 +1%
BlackRock
2
BlackRock
New York
$748M +$10.4M +325,059 +1%
Norges Bank
3
Norges Bank
Norway
$646M – – –
Principal Financial Group
4
Principal Financial Group
Iowa
$533M -$2.11M -66,255 -0.4%
JP Morgan Chase
5
JP Morgan Chase
New York
$515M +$11M +345,290 +2%
State Street
6
State Street
Massachusetts
$456M +$5.41M +169,609 +1%
Cohen & Steers
7
Cohen & Steers
New York
$321M +$12.6M +396,287 +4%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$281M +$409K +12,806 +0.1%
N
9
Nuveen
North Carolina
$229M -$47.5M -1,489,608 -17%
Victory Capital Management
10
Victory Capital Management
Texas
$214M +$691K +21,644 +0.3%
Canada Pension Plan Investment Board
11
Canada Pension Plan Investment Board
Ontario, Canada
$200M +$890K +27,900 +0.4%
CI Investments Inc
12
CI Investments Inc
Ontario, Canada
$187M -$37M -1,160,705 -16%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$180M +$8.02M +251,339 +5%
Morgan Stanley
14
Morgan Stanley
New York
$163M +$122K +3,822 +0.1%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$158M +$5.47M +171,317 +4%
Deutsche Bank
16
Deutsche Bank
Germany
$146M +$46.9M +1,471,314 +47%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$143M +$5.59M +175,111 +4%
ESCM
18
Echo Street Capital Management
New York
$128M -$32.9M -1,030,701 -20%
CVA
19
Ceredex Value Advisors
Florida
$125M -$37.9M -1,187,870 -23%
Balyasny Asset Management
20
Balyasny Asset Management
Illinois
$122M +$88.7M +2,780,113 +250%
BAM
21
Burgundy Asset Management
Ontario, Canada
$113M -$21.7M -680,606 -16%
Charles Schwab
22
Charles Schwab
California
$113M +$3.13M +98,146 +3%
Boston Partners
23
Boston Partners
Massachusetts
$112M +$584K +18,308 +0.5%
DPIM
24
Duff & Phelps Investment Management
Illinois
$99.3M -$989K -31,000 -1%
CIM
25
Centersquare Investment Management
Pennsylvania
$98M -$64.9M -2,035,374 -40%
1
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AMH Hedge Fund Activity: Q1 2023 in Review

355 of the 6,275 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 5.8% from $9.59B 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.

  • 355 institutional investors held American Homes 4 Rent (AMH) as of Q1 2023, down from 374 in Q4 2022.
  • Funds reported $10.1B of American Homes 4 Rent stock for Q1 2023, up 5.8% 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.