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Dream Finders Homes

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: 6081 (+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: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
TC
51
Titleist Capital
Texas
$262K -$347K -18,065 -54%
KC
52
Kingfisher Capital
North Carolina
$257K -$21.5K -1,117 -7%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$257K +$1.21K +63 +0.4%
BTWM
54
Baker Tilly Wealth Management
Wisconsin
$252K +$283K +14,747 New
US Bancorp
55
US Bancorp
Minnesota
$251K +$282K +14,675 New
Victory Capital Management
56
Victory Capital Management
Texas
$249K +$276K +14,376 New
WAM
57
Weiss Asset Management
Massachusetts
$234K +$263K +13,700 New
Truist Financial
58
Truist Financial
North Carolina
$230K +$57.3K +2,981 +28%
BFM
59
Boothbay Fund Management
New York
$223K +$251K +13,061 New
CAM
60
Cacti Asset Management
Georgia
$218K
JF
61
Jump Financial
Illinois
$218K +$245K +12,766 New
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$214K +$99.6K +5,184 +71%
MFS
63
Mirabella Financial Services
United Kingdom
$204K +$229K +11,932 New
FLC
64
Fifth Lane Capital
Texas
$192K +$217K +11,265 New
Bank of America
65
Bank of America
North Carolina
$94K +$50.4K +2,623 +92%
Legal & General Group
66
Legal & General Group
United Kingdom
$57K
IA
67
IFP Advisors
Florida
$52K +$24K +1,250 +100%
Osaic Holdings
68
Osaic Holdings
Arizona
$49K +$32.8K +1,706 +148%
BWA
69
BDO Wealth Advisors
Florida
$48K -$53.6K -2,789 -50%
UBS Group
70
UBS Group
Switzerland
$20K -$7.8K -406 -26%
SWM
71
Spire Wealth Management
Virginia
$20K +$23K +1,195 New
ATC
72
Adirondack Trust Company
New York
$10K +$6.25K +325 +112%
National Bank of Canada
73
National Bank of Canada
Quebec, Canada
$9K +$9.61K +500 New
WWM
74
Wolff Wiese Magana
California
$9K +$9.76K +508 New
TRCT
75
Tower Research Capital (TRC)
New York
$8K +$884 +46 +11%

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.