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Dream Finders Homes
DFH

60 hedge funds and large institutions have $254M invested in Dream Finders Homes in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 22 increasing their positions, 8 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 8

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

22% more funds holding

Funds holding: 49 → 60 (+11)

2% more capital invested

Capital invested by funds: $250M → $254M (+$4.1M)

1% less call options, than puts

Call options by funds: $293K | Put options by funds: $297K

4.22% less ownership

Funds ownership: 44.62% → 40.4% (-4.2%)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
60
Holders Change
+11
Holders Change %
+22.45%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
23
Increased
22
Reduced
8
Closed
11
Calls
$293K
Puts
$297K
Net Calls
-$4K
Net Calls Change
+$725K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$25.3M
2
CB
Cooke & Bieler
Pennsylvania
+$4.35M
3
ACP
Arcus Capital Partners
Georgia
+$4.12M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.6M
5
WA
Wasatch Advisors
Utah
+$3.16M

Top Sellers

1
AI
AXS Investments
New York
-$47.7M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$19.1M
3
MG
Magnolia Group
Nebraska
-$10.4M
4
KC
Kingfisher Capital
North Carolina
-$1.51M
5
TSW
Thompson Siegel & Walmsley
Virginia
-$1.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCAG
26
Rehmann Capital Advisory Group
Michigan
$686K – – –
ICM
27
Intrepid Capital Management
Florida
$681K – – –
TC
28
Titleist Capital
Texas
$650K +$583K +33,426 New
First Trust Advisors
29
First Trust Advisors
Illinois
$571K +$63.2K +3,625 +14%
ECM
30
ExodusPoint Capital Management
New York
$447K +$401K +23,005 New
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$434K -$155K -8,881 -28%
OQS
32
Occudo Quantitative Strategies
Florida
$409K +$367K +21,032 New
SAM
33
Shell Asset Management
Netherlands
$357K +$320K +18,335 New
HF
34
HRT Financial
New York
$338K +$304K +17,412 New
KC
35
Kingfisher Capital
North Carolina
$314K -$1.51M -86,519 -84%
LP
36
LMR Partners
United Kingdom
$307K +$275K +15,799 New
CSS
37
Cubist Systematic Strategies
Connecticut
$301K -$66.2K -3,800 -20%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$292K +$262K +15,005 New
CAM
39
Cacti Asset Management
Georgia
$243K – – –
JP Morgan Chase
40
JP Morgan Chase
New York
$241K +$216K +12,383 New
CS
41
Credit Suisse
Switzerland
$209K +$187K +10,716 New
Truist Financial
42
Truist Financial
North Carolina
$204K +$183K +10,492 New
SEI Investments
43
SEI Investments
Pennsylvania
$202K +$181K +10,370 New
ECM
44
Elgethun Capital Management
South Dakota
$188K +$169K +9,667 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$142K +$33.1K +1,900 +35%
BWA
46
BDO Wealth Advisors
Florida
$108K +$97.2K +5,577 New
Legal & General Group
47
Legal & General Group
United Kingdom
$64K +$57.8K +3,315 New
Bank of America
48
Bank of America
North Carolina
$55K +$49.6K +2,844 New
UBS Group
49
UBS Group
Switzerland
$31K +$25.7K +1,473 +1,416%
IA
50
IFP Advisors
Florida
$24K +$872 +50 +4%
1
2
3

DFH Hedge Fund Activity: Q4 2021 in Review

60 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dream Finders Homes (DFH) for Q4 2021, worth a combined $254M — up 1.6% from $250M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new DFH positions and 11 closed out — a net gain of 12 holders — while 22 added to existing stakes and 8 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, opening a new position worth an estimated $25.3M. The largest seller was AXS Investments, exiting entirely with an estimated $47.7M sold.

  • 60 institutional investors held Dream Finders Homes (DFH) as of Q4 2021, up from 49 in Q3 2021.
  • Funds reported $254M of Dream Finders Homes stock for Q4 2021, up 1.6% quarter-over-quarter.
  • 23 funds opened new Dream Finders Homes positions in Q4 2021 and 11 closed out, a net change of +12 holders.
  • The largest Dream Finders Homes buyer in Q4 2021 was Kayne Anderson Rudnick Investment Management, an estimated $25.3M added.
  • The largest Dream Finders Homes seller in Q4 2021 was AXS Investments, an estimated $47.7M sold.

Based on aggregated 13F filings for Q4 2021.