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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
Osaic Holdings
51
Osaic Holdings
Arizona
$22K -$3.49K -200 -15%
Simplex Trading
52
Simplex Trading
Illinois
$12K -$25.5K -1,465 -69%
TRCT
53
Tower Research Capital (TRC)
New York
$8K -$39.1K -2,245 -84%
ATC
54
Adirondack Trust Company
New York
$6K +$5.06K +290 New
FDCDDQ
55
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.89K – – –
Wells Fargo
56
Wells Fargo
California
$2K – – –
CCMW
57
Cypress Capital Management (Wyoming)
Wyoming
$1K -$6.97K -400 -89%
AI
58
AXS Investments
New York
– -$47.7M -2,750,944 Closed
Federated Hermes
59
Federated Hermes
Pennsylvania
– -$19.1M -1,100,000 Closed
MG
60
Magnolia Group
Nebraska
– -$10.4M -600,000 Closed
E
61
Ergoteles
New York
– -$502K -28,966 Closed
D.E. Shaw & Co
62
D.E. Shaw & Co
New York
– -$426K -24,601 Closed
Millennium Management
63
Millennium Management
New York
– -$399K -23,025 Closed
Jane Street
64
Jane Street
New York
– -$304K -17,430 Closed
SF
65
Synovus Financial
Georgia
– -$277K -16,000 Closed
BFO
66
Biltmore Family Office
North Carolina
– -$243K -14,000 Closed
JCM
67
Jacobi Capital Management
Pennsylvania
– -$197K -11,368 Closed
ICM
68
Islay Capital Management
Texas
– -$85K -4,879 Closed
CA
69
Cornerstone Advisory
Maryland
– +$261 +15 New
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.