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Dream Finders Homes
DFH

81 hedge funds and large institutions have $279M invested in Dream Finders Homes in 2022 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

440% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 5

94% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 17

35% more funds holding

Funds holding: 60 → 81 (+21)

10% more capital invested

Capital invested by funds: $254M → $279M (+$25.1M)

9.79% more ownership

Funds ownership: 40.4% → 50.19% (+9.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
81
Holders Change
+21
Holders Change %
+35%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
33
Reduced
17
Closed
5
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$5K

Top Buyers

Rank Fund Capital Flow
1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$57.4M
2
Wells Fargo
Wells Fargo
California
+$5.56M
3
Millennium Management
Millennium Management
New York
+$5.05M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.04M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
+$1.67M

Top Sellers

Rank Fund Capital Flow
1
CB
Cooke & Bieler
Pennsylvania
-$7.99M
2
TSW
Thompson Siegel & Walmsley
Virginia
-$6.34M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.34M
4
WA
Wasatch Advisors
Utah
-$2.75M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$899K -$936K -48,688 -48%
Stifel Financial
27
Stifel Financial
Missouri
$875K +$985K +51,225 New
Squarepoint
28
Squarepoint
New York
$830K +$934K +48,593 New
ICM
29
Intrepid Capital Management
Florida
$804K +$233K +12,100 +35%
Swiss National Bank
30
Swiss National Bank
Switzerland
$717K +$55.7K +2,900 +7%
RCAG
31
Rehmann Capital Advisory Group
Michigan
$676K +$83.2K +4,327 +12%
AAM
32
Azzad Asset Management
Virginia
$668K +$752K +39,104 New
Northern Trust
33
Northern Trust
Illinois
$613K -$19.2K -1,001 -3%
ECM
34
Elgethun Capital Management
South Dakota
$592K +$480K +25,000 +259%
SEI Investments
35
SEI Investments
Pennsylvania
$566K +$438K +22,792 +220%
CGIM
36
Cannon Global Investment Management
Florida
$558K +$628K +32,684 New
Neuberger Berman Group
37
Neuberger Berman Group
New York
$547K +$616K +32,025 New
First Trust Advisors
38
First Trust Advisors
Illinois
$474K -$30.9K -1,609 -5%
LP
39
LMR Partners
United Kingdom
$411K +$159K +8,287 +52%
ECM
40
EMC Capital Management
Texas
$396K -$607K -31,575 -58%
Citadel Advisors
41
Citadel Advisors
Florida
$382K -$1.88M -97,584 -81%
M&T Bank
42
M&T Bank
New York
$375K +$422K +21,951 New
OQS
43
Occudo Quantitative Strategies
Florida
$357K -$2.02K -105 -0.5%
Jane Street
44
Jane Street
New York
$343K +$386K +20,069 New
HI
45
Humankind Investments
New York
$332K +$374K +19,458 New
E
46
Ergoteles
New York
$325K +$365K +19,000 New
AC
47
Avestar Capital
New York
$312K +$351K +18,262 New
SAM
48
Shell Asset Management
Netherlands
$273K -$45.5K -2,367 -13%
Balyasny Asset Management
49
Balyasny Asset Management
Illinois
$273K +$307K +15,998 New
CS
50
Credit Suisse
Switzerland
$269K +$96.3K +5,008 +47%
1
2
3 4

DFH Hedge Fund Activity: Q1 2022 in Review

81 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Dream Finders Homes (DFH) for Q1 2022, worth a combined $279M — up 9.9% from $254M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DFH positions and 5 closed out — a net gain of 22 holders — while 33 added to existing stakes and 17 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $57.4M. The largest seller was Cooke & Bieler, cutting an estimated $7.99M.

  • 81 institutional investors held Dream Finders Homes (DFH) as of Q1 2022, up from 60 in Q4 2021.
  • Funds reported $279M of Dream Finders Homes stock for Q1 2022, up 9.9% quarter-over-quarter.
  • 27 funds opened new Dream Finders Homes positions in Q1 2022 and 5 closed out, a net change of +22 holders.
  • The largest Dream Finders Homes buyer in Q1 2022 was Kayne Anderson Rudnick Investment Management, an estimated $57.4M added.
  • The largest Dream Finders Homes seller in Q1 2022 was Cooke & Bieler, an estimated $7.99M sold.

Based on aggregated 13F filings for Q1 2022.