Dream Finders Homes
212 hedge funds and large institutions have $1.03B invested in Dream Finders Homes in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 75 increasing their positions, 63 reducing their positions, and 21 closing their positions.
143% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 21
32% more call options, than puts
Call options by funds: $8.5M | Put options by funds: $6.42M
25% more capital invested
Capital invested by funds: $824M → $1.03B (+$204M)
19% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 63
16% more funds holding
Funds holding: 183 → 212 (+29)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.46% less ownership
Funds ownership: 70.53% → 69.06% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$9.37M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$5.53M |
| 3 |
CG
Castellan Group
Louisville,
Kentucky
|
+$5M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.32M |
| 5 |
AI
Axiom Investors
Greenwich,
Connecticut
|
+$4.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$14M |
| 2 |
ACP
Arcus Capital Partners
Atlanta,
Georgia
|
-$7.38M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$4.93M |
| 4 |
D.E. Shaw & Co
New York
|
-$4.13M |
| 5 |
FAM
Fenimore Asset Management
Cobleskill,
New York
|
-$3.61M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RCM
226
Raleigh Capital Management
Cary,
North Carolina
| – | -$6.18K | -174 | Closed |
|
|
LSA
227
Leonteq Securities AG
Zurich,
Switzerland
| – | -$5.29K | -149 | Closed |
|
|
GWS
228
Glassman Wealth Services
Vienna,
Virginia
| – | -$5.08K | -143 | Closed |
|
229
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$3.3K | -93 | Closed |
|
|
GI
230
Gradient Investments
Arden Hills,
Minnesota
| – | -$1.28K | -36 | Closed |
|
|
CWC
231
Carolinas Wealth Consulting
Charlotte,
North Carolina
| – | -$516 | -15 | Closed |
|
|
AF
232
Advisornet Financial
Minnetonka,
Minnesota
| – | -$71 | -2 | Closed |
|
|
JWM
233
Janiczek Wealth Management
Denver,
Colorado
| – | -$36 | -1 | Closed |
|
DFH Hedge Fund Activity: Q1 2024 in Review
212 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dream Finders Homes (DFH) for Q1 2024, worth a combined $1.03B — up 25% from $824M a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new DFH positions and 21 closed out — a net gain of 30 holders — while 75 added to existing stakes and 63 trimmed.
The largest buyer was Cooke & Bieler, adding an estimated $9.37M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $14M.
- 212 institutional investors held Dream Finders Homes (DFH) as of Q1 2024, up from 183 in Q4 2023.
- Funds reported $1.03B of Dream Finders Homes stock for Q1 2024, up 25% quarter-over-quarter.
- 51 funds opened new Dream Finders Homes positions in Q1 2024 and 21 closed out, a net change of +30 holders.
- The largest Dream Finders Homes buyer in Q1 2024 was Cooke & Bieler, an estimated $9.37M added.
- The largest Dream Finders Homes seller in Q1 2024 was Kayne Anderson Rudnick Investment Management, an estimated $14M sold.
Based on aggregated 13F filings for Q1 2024.