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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$57.4M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$5.56M |
| 3 |
Millennium Management
New York
|
+$5.05M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.04M |
| 5 |
Daiwa Securities Group
Tokyo,
Japan
|
+$1.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$7.99M |
| 2 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
-$6.34M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$4.34M |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$2.75M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.88M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OCM
76
Ovata Capital Management
Hong Kong
| $7K | +$7.69K | +400 | New |
|
|
SPIA
77
Steward Partners Investment Advisory
New York
| $4K | +$4.3K | +224 | New |
|
|
FDCDDQ
78
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $3.42K | – | – | – |
|
79
JP Morgan Chase
New York
| $1K | -$237K | -12,306 | -99% |
|
|
CCMW
80
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| $1K | – | – | – |
|
81
Barclays
London,
United Kingdom
| $1K | +$1.58K | +82 | New |
|
|
TSW
82
Thompson Siegel & Walmsley
Richmond,
Virginia
| – | -$6.34M | -326,041 | Closed |
|
|
83
Fidelity Investments
Boston,
Massachusetts
| – | -$4.34M | -223,204 | Closed |
|
84
Simplex Trading
Chicago,
Illinois
| – | -$12.5K | -652 | Closed |
|
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.