Dream Finders Homes
138 hedge funds and large institutions have $487M invested in Dream Finders Homes in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 43 increasing their positions, 34 reducing their positions, and 10 closing their positions.
290% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 10
26% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 34
25% more funds holding
Funds holding: 110 → 138 (+28)
3.82% more ownership
Funds ownership: 62.93% → 66.74% (+3.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less capital invested
Capital invested by funds: $509M → $487M (-$22M)
78% less call options, than puts
Call options by funds: $708K | Put options by funds: $3.27M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
+$13.8M |
| 2 |
BlackRock
New York
|
+$6.4M |
| 3 |
State Street
Boston,
Massachusetts
|
+$5.67M |
| 4 |
Renaissance Technologies
New York
|
+$4.65M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$3.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$9.37M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$3.88M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$3.7M |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$3.44M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$1.49M |
DFH Hedge Fund Activity: Q3 2023 in Review
138 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dream Finders Homes (DFH) for Q3 2023, worth a combined $487M — down 4.3% from $509M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new DFH positions and 10 closed out — a net gain of 29 holders — while 43 added to existing stakes and 34 trimmed.
The largest buyer was Hood River Capital Management, adding an estimated $13.8M. The largest seller was Cooke & Bieler, cutting an estimated $9.37M.
- 138 institutional investors held Dream Finders Homes (DFH) as of Q3 2023, up from 110 in Q2 2023.
- Funds reported $487M of Dream Finders Homes stock for Q3 2023, down 4.3% quarter-over-quarter.
- 39 funds opened new Dream Finders Homes positions in Q3 2023 and 10 closed out, a net change of +29 holders.
- The largest Dream Finders Homes buyer in Q3 2023 was Hood River Capital Management, an estimated $13.8M added.
- The largest Dream Finders Homes seller in Q3 2023 was Cooke & Bieler, an estimated $9.37M sold.
Based on aggregated 13F filings for Q3 2023.