Dream Finders Homes
82 hedge funds and large institutions have $192M invested in Dream Finders Homes in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 22 closing their positions.
56% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 18
53% more call options, than puts
Call options by funds: $344K | Put options by funds: $225K
5.4% more ownership
Funds ownership: 50.19% → 55.59% (+5.4%)
1% more funds holding
Funds holding: 81 → 82 (+1)
5% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 22
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
31% less capital invested
Capital invested by funds: $279M → $192M (-$87.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$13.3M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$5.64M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$3.61M |
| 4 |
ECM
Elgethun Capital Management
Sioux Falls,
South Dakota
|
+$2.81M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$2.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$4.49M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$2.37M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.69M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$1.33M |
| 5 |
Citigroup
New York
|
-$1.08M |
DFH Hedge Fund Activity: Q2 2022 in Review
82 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dream Finders Homes (DFH) for Q2 2022, worth a combined $192M — down 31% from $279M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new DFH positions and 22 closed out — a net gain of 1 holder — while 28 added to existing stakes and 18 trimmed.
The largest buyer was BlackRock, adding an estimated $13.3M. The largest seller was Millennium Management, exiting entirely with an estimated $4.49M sold.
- 82 institutional investors held Dream Finders Homes (DFH) as of Q2 2022, up from 81 in Q1 2022.
- Funds reported $192M of Dream Finders Homes stock for Q2 2022, down 31% quarter-over-quarter.
- 23 funds opened new Dream Finders Homes positions in Q2 2022 and 22 closed out, a net change of +1 holder.
- The largest Dream Finders Homes buyer in Q2 2022 was BlackRock, an estimated $13.3M added.
- The largest Dream Finders Homes seller in Q2 2022 was Millennium Management, an estimated $4.49M sold.
Based on aggregated 13F filings for Q2 2022.