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Dream Finders Homes
DFH

88 hedge funds and large institutions have $204M invested in Dream Finders Homes in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

46% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 24

7% more funds holding

Funds holding: 82 → 88 (+6)

6% more capital invested

Capital invested by funds: $192M → $204M (+$12.3M)

3.8% more ownership

Funds ownership: 55.59% → 59.39% (+3.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $155K

Holders
88
Holders Change
+6
Holders Change %
+7.32%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
35
Reduced
24
Closed
9
Calls
–
Puts
$155K
Net Calls
-$155K
Net Calls Change
-$274K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$12.5M
2
Millennium Management
Millennium Management
New York
+$3.02M
3
Goldman Sachs
Goldman Sachs
New York
+$928K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$780K
5
BlackRock
BlackRock
New York
+$763K

Top Sellers

1
Invesco
Invesco
Georgia
-$2.61M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.6M
3
HF
HRT Financial
New York
-$1.16M
4
WA
Wasatch Advisors
Utah
-$963K
5
ICM
Intrepid Capital Management
Florida
-$501K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$609K +$81.6K +6,773 +13%
Bank of America
27
Bank of America
North Carolina
$606K +$497K +41,216 +259%
First Trust Advisors
28
First Trust Advisors
Illinois
$587K +$341K +28,301 +105%
JP Morgan Chase
29
JP Morgan Chase
New York
$568K -$60.1K -4,985 -9%
Morgan Stanley
30
Morgan Stanley
New York
$552K -$156K -12,965 -20%
Swiss National Bank
31
Swiss National Bank
Switzerland
$484K – – –
RCAG
32
Rehmann Capital Advisory Group
Michigan
$420K – – –
Neuberger Berman Group
33
Neuberger Berman Group
New York
$413K +$102K +8,482 +28%
PP
34
PDT Partners
New York
$359K -$193K -16,031 -32%
Citadel Advisors
35
Citadel Advisors
Florida
$351K -$1.6M -132,393 -80%
BGIM
36
Brandywine Global Investment Management
Pennsylvania
$281K +$320K +26,526 New
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$270K +$20.5K +1,702 +7%
M&T Bank
38
M&T Bank
New York
$270K +$46.6K +3,863 +18%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$265K -$8.73K -724 -3%
QC
40
Quent Capital
New York
$253K +$287K +23,836 New
US Bancorp
41
US Bancorp
Minnesota
$188K +$37.3K +3,098 +21%
BTWM
42
Baker Tilly Wealth Management
Wisconsin
$185K +$30.1K +2,494 +17%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$164K -$71.6K -5,940 -28%
KC
44
Kingfisher Capital
North Carolina
$159K – – –
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$159K +$2.41K +200 +1%
Victory Capital Management
46
Victory Capital Management
Texas
$141K +$160K +13,288 New
PWS
47
Precision Wealth Strategies
Missouri
$137K +$13.5K +1,124 +9%
SAM
48
Shell Asset Management
Netherlands
$134K -$40.1K -3,329 -21%
MIM
49
MetLife Investment Management
New Jersey
$133K – – –
Invesco
50
Invesco
Georgia
$129K -$2.61M -216,325 -95%
1
2
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DFH Hedge Fund Activity: Q3 2022 in Review

88 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Dream Finders Homes (DFH) for Q3 2022, worth a combined $204M — up 6.4% from $192M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DFH positions and 9 closed out — a net gain of 6 holders — while 35 added to existing stakes and 24 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $12.5M. The largest seller was Invesco, cutting an estimated $2.61M.

  • 88 institutional investors held Dream Finders Homes (DFH) as of Q3 2022, up from 82 in Q2 2022.
  • Funds reported $204M of Dream Finders Homes stock for Q3 2022, up 6.4% quarter-over-quarter.
  • 15 funds opened new Dream Finders Homes positions in Q3 2022 and 9 closed out, a net change of +6 holders.
  • The largest Dream Finders Homes buyer in Q3 2022 was Kayne Anderson Rudnick Investment Management, an estimated $12.5M added.
  • The largest Dream Finders Homes seller in Q3 2022 was Invesco, an estimated $2.61M sold.

Based on aggregated 13F filings for Q3 2022.