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American Homes 4 Rent

446 hedge funds and large institutions have $12.4B invested in American Homes 4 Rent in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 166 increasing their positions, 159 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more call options, than puts

Call options by funds: $4.39M | Put options by funds: $1.19M

1.36% more ownership

Funds ownership: 86.06%87.42% (+1.4%)

9% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 55

4% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 159

2% more capital invested

Capital invested by funds: $12.1B → $12.4B (+$270M)

0% less funds holding

Funds holding: 447446 (-1)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
446
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
5.87%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
60
Increased
166
Reduced
159
Closed
55
Calls
$4.39M
Puts
$1.19M
Net Calls
+$3.2M
Net Calls Change
+$3.23M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.68B +$9.01M +240,583 +0.5%
BlackRock
2
BlackRock
New York
$1.64B +$81.2M +2,169,068 +5%
Norges Bank
3
Norges Bank
Norway
$822M
State Street
4
State Street
Massachusetts
$665M +$14.9M +399,018 +2%
Principal Financial Group
5
Principal Financial Group
Iowa
$598M +$38M +1,015,351 +7%
JP Morgan Chase
6
JP Morgan Chase
New York
$517M +$25.8M +689,741 +5%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$336M +$28.4M +757,772 +9%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$326M +$25.3M +675,077 +8%
Cohen & Steers
9
Cohen & Steers
New York
$293M -$32.2M -860,775 -10%
Koshinski Asset Management
10
Koshinski Asset Management
Illinois
$291M -$17.8K -476 -6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$249M -$816K -21,801 -0.3%
Invesco
12
Invesco
Georgia
$235M +$153M +4,094,177 +186%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$185M +$1.06M +28,381 +0.6%
Charles Schwab
14
Charles Schwab
California
$162M +$4.12M +110,022 +3%
Northern Trust
15
Northern Trust
Illinois
$157M +$44.9M +1,198,471 +40%
DPIM
16
Duff & Phelps Investment Management
Illinois
$156M +$23M +614,655 +17%
N
17
Nuveen
North Carolina
$151M -$16.6M -443,810 -10%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$147M +$1.11M +29,646 +0.8%
BAM
19
Burgundy Asset Management
Ontario, Canada
$144M +$2.27M +60,756 +2%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$119M +$58.6M +1,564,994 +96%
Goldman Sachs
21
Goldman Sachs
New York
$119M -$22.8M -609,992 -16%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$111M +$9.31M +248,729 +9%
UBS AM
23
UBS AM
Illinois
$107M +$724K +19,336 +0.7%
CI Investments Inc
24
CI Investments Inc
Ontario, Canada
$106M -$30M -801,384 -22%
ClearBridge Investments
25
ClearBridge Investments
New York
$106M +$22M +588,302 +26%

AMH Hedge Fund Activity: Q4 2024 in Review

446 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in American Homes 4 Rent (AMH) for Q4 2024, worth a combined $12.4B — up 2.2% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new AMH positions and 55 closed out — a net gain of 5 holders — while 166 added to existing stakes and 159 trimmed.

The largest buyer was Invesco, adding an estimated $153M. The largest seller was Deutsche Bank, cutting an estimated $63.6M.

  • 446 institutional investors held American Homes 4 Rent (AMH) as of Q4 2024, down from 447 in Q3 2024.
  • Funds reported $12.4B of American Homes 4 Rent stock for Q4 2024, up 2.2% quarter-over-quarter.
  • 60 funds opened new American Homes 4 Rent positions in Q4 2024 and 55 closed out, a net change of +5 holders.
  • The largest American Homes 4 Rent buyer in Q4 2024 was Invesco, an estimated $153M added.
  • The largest American Homes 4 Rent seller in Q4 2024 was Deutsche Bank, an estimated $63.6M sold.

Based on aggregated 13F filings for Q4 2024.