We are live on ! Find out more
DFH icon

Dream Finders Homes
DFH

94 hedge funds and large institutions have $257M invested in Dream Finders Homes in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 23

54% more capital invested

Capital invested by funds: $167M → $257M (+$89.5M)

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

2% more funds holding

Funds holding: 92 → 94 (+2)

0.24% more ownership

Funds ownership: 59.58% → 59.82% (+0.24%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

51% less call options, than puts

Call options by funds: $98K | Put options by funds: $201K

Holders
94
Holders Change
+2
Holders Change %
+2.17%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
38
Reduced
23
Closed
11
Calls
$98K
Puts
$201K
Net Calls
-$103K
Net Calls Change
-$14K

Top Buyers

Rank Fund Capital Flow
1
CB
Cooke & Bieler
Pennsylvania
+$4.75M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$3.3M
3
Stifel Financial
Stifel Financial
Missouri
+$2.85M
4
LKIM
Lawson Kroeker Investment Management
Nebraska
+$1.87M
5
Marshall Wace
Marshall Wace
United Kingdom
+$1.24M

Top Sellers

Rank Fund Capital Flow
1
TAM
Timucuan Asset Management
Florida
-$7.64M
2
Millennium Management
Millennium Management
New York
-$2.41M
3
Goldman Sachs
Goldman Sachs
New York
-$1.04M
4
ACP
Arcus Capital Partners
Georgia
-$731K
5
BlackRock
BlackRock
New York
-$602K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
76
Ameritas Investment Partners
Nebraska
$20.8K – – –
SWM
77
Spire Wealth Management
Virginia
$19.8K – – –
BWA
78
BDO Wealth Advisors
Florida
$17.1K -$17.7K -1,500 -54%
TRCT
79
Tower Research Capital (TRC)
New York
$10K -$6.23K -528 -41%
Fidelity Investments
80
Fidelity Investments
Massachusetts
$9.01K +$6.52K +552 +431%
ATC
81
Adirondack Trust Company
New York
$8.15K – – –
FHA
82
First Horizon Advisors
Tennessee
$7.14K – – –
National Bank of Canada
83
National Bank of Canada
Quebec, Canada
$6.62K – – –
Citigroup
84
Citigroup
New York
$6.47K -$1.62K -137 -22%
CTA
85
Colonial Trust Advisors
South Carolina
$4.6K – – –
Group One Trading
86
Group One Trading
Illinois
$3.14K +$2.8K +237 New
FDCDDQ
87
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.65K – – –
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
C
89
Covestor
United Kingdom
$2K +$1.89K +160 +2,667%
DA
90
Denali Advisors
California
$1.95K +$1.74K +147 New
S
91
SignatureFD
Georgia
$1.75K +$1.56K +132 New
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
$1.23K – – –
CCMW
93
Cypress Capital Management (Wyoming)
Wyoming
$663 – – –
FFA
94
Farther Finance Advisors
California
$66 – – –
TAM
95
Timucuan Asset Management
Florida
– -$7.64M -882,669 Closed
Millennium Management
96
Millennium Management
New York
– -$2.41M -278,323 Closed
RCAG
97
Rehmann Capital Advisory Group
Michigan
– -$343K -39,591 Closed
JF
98
Jump Financial
Illinois
– -$163K -18,807 Closed
Squarepoint
99
Squarepoint
New York
– -$115K -13,286 Closed
ACM
100
Aquatic Capital Management
Illinois
– -$61K -7,100 Closed
1 2 3
4
5

DFH Hedge Fund Activity: Q1 2023 in Review

94 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dream Finders Homes (DFH) for Q1 2023, worth a combined $257M — up 54% from $167M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DFH positions and 11 closed out — a net gain of 3 holders — while 38 added to existing stakes and 23 trimmed.

The largest buyer was Cooke & Bieler, adding an estimated $4.75M. The largest seller was Timucuan Asset Management, exiting entirely with an estimated $7.64M sold.

  • 94 institutional investors held Dream Finders Homes (DFH) as of Q1 2023, up from 92 in Q4 2022.
  • Funds reported $257M of Dream Finders Homes stock for Q1 2023, up 54% quarter-over-quarter.
  • 14 funds opened new Dream Finders Homes positions in Q1 2023 and 11 closed out, a net change of +3 holders.
  • The largest Dream Finders Homes buyer in Q1 2023 was Cooke & Bieler, an estimated $4.75M added.
  • The largest Dream Finders Homes seller in Q1 2023 was Timucuan Asset Management, an estimated $7.64M sold.

Based on aggregated 13F filings for Q1 2023.