American Homes 4 Rent
425 hedge funds and large institutions have $11.5B invested in American Homes 4 Rent in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 173 increasing their positions, 130 reducing their positions, and 33 closing their positions.
130% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 33
33% more repeat investments, than reductions
Existing positions increased: 173 | Existing positions reduced: 130
10% more funds holding
Funds holding: 386 → 425 (+39)
5% more capital invested
Capital invested by funds: $10.9B → $11.5B (+$593M)
1.09% less ownership
Funds ownership: 89.49% → 88.4% (-1.1%)
18% less call options, than puts
Call options by funds: $636K | Put options by funds: $780K
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$90M |
| 2 |
Janus Henderson Group
London,
|
+$64.5M |
| 3 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$59.1M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$58.7M |
| 5 |
Goldman Sachs
New York
|
+$55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$306M |
| 2 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
-$140M |
| 3 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
-$134M |
| 4 |
ESCM
Echo Street Capital Management
New York
|
-$89.9M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$69.3M |
AMH Hedge Fund Activity: Q4 2023 in Review
425 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q4 2023, worth a combined $11.5B — up 5.4% from $10.9B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new AMH positions and 33 closed out — a net gain of 43 holders — while 173 added to existing stakes and 130 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $90M. The largest seller was JP Morgan Chase, cutting an estimated $306M.
- 425 institutional investors held American Homes 4 Rent (AMH) as of Q4 2023, up from 386 in Q3 2023.
- Funds reported $11.5B of American Homes 4 Rent stock for Q4 2023, up 5.4% quarter-over-quarter.
- 76 funds opened new American Homes 4 Rent positions in Q4 2023 and 33 closed out, a net change of +43 holders.
- The largest American Homes 4 Rent buyer in Q4 2023 was Cohen & Steers, an estimated $90M added.
- The largest American Homes 4 Rent seller in Q4 2023 was JP Morgan Chase, an estimated $306M sold.
Based on aggregated 13F filings for Q4 2023.