Dream Finders Homes
184 hedge funds and large institutions have $592M invested in Dream Finders Homes in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 73 increasing their positions, 63 reducing their positions, and 53 closing their positions.
54% more call options, than puts
Call options by funds: $1.88M | Put options by funds: $1.23M
16% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 63
2.59% less ownership
Funds ownership: 69.06% → 66.48% (-2.6%)
13% less funds holding
Funds holding: 212 → 184 (-28)
42% less capital invested
Capital invested by funds: $1.03B → $592M (-$436M)
49% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 53
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$14.9M |
| 2 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$8.77M |
| 3 |
HAI
Hennessy Advisors Inc
Novato,
California
|
+$6.19M |
| 4 |
BlackRock
New York
|
+$5.5M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$5.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$22.6M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$12M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$9.59M |
| 4 |
ACP
Arcus Capital Partners
Atlanta,
Georgia
|
-$8.37M |
| 5 |
CG
Castellan Group
Louisville,
Kentucky
|
-$6.21M |
DFH Hedge Fund Activity: Q2 2024 in Review
184 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dream Finders Homes (DFH) for Q2 2024, worth a combined $592M — down 42% from $1.03B a quarter earlier.
Sellers outnumbered buyers: 53 funds closed out of DFH and 27 opened new positions — a net loss of 26 holders — while 63 trimmed existing stakes and 73 added.
The largest buyer was State Street, adding an estimated $14.9M. The largest seller was Hood River Capital Management, exiting entirely with an estimated $22.6M sold.
- 184 institutional investors held Dream Finders Homes (DFH) as of Q2 2024, down from 212 in Q1 2024.
- Funds reported $592M of Dream Finders Homes stock for Q2 2024, down 42% quarter-over-quarter.
- 27 funds opened new Dream Finders Homes positions in Q2 2024 and 53 closed out, a net change of -26 holders.
- The largest Dream Finders Homes buyer in Q2 2024 was State Street, an estimated $14.9M added.
- The largest Dream Finders Homes seller in Q2 2024 was Hood River Capital Management, an estimated $22.6M sold.
Based on aggregated 13F filings for Q2 2024.