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Dream Finders Homes
DFH

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
138
Holders Change
+28
Holders Change %
+25.45%
% of All Funds
2.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
39
Increased
43
Reduced
34
Closed
10
Calls
$708K
Puts
$3.27M
Net Calls
-$2.56M
Net Calls Change
-$3.25M

Top Buyers

Rank Fund Capital Flow
1
HRCM
Hood River Capital Management
Florida
+$13.8M
2
BlackRock
BlackRock
New York
+$6.4M
3
State Street
State Street
Massachusetts
+$5.67M
4
Renaissance Technologies
Renaissance Technologies
New York
+$4.65M
5
American Century Companies
American Century Companies
Missouri
+$3.11M

Top Sellers

Rank Fund Capital Flow
1
CB
Cooke & Bieler
Pennsylvania
-$9.37M
2
Invesco
Invesco
Georgia
-$3.88M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$3.7M
4
WA
Wasatch Advisors
Utah
-$3.44M
5
N
Nuveen
North Carolina
-$1.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
101
Shell Asset Management
Netherlands
$107K -$2K -77 -2%
Ameriprise
102
Ameriprise
Minnesota
$107K +$1.06M +40,672 New
Osaic Holdings
103
Osaic Holdings
Arizona
$99.3K +$32K +1,233 +38%
Zurich Cantonal Bank
104
Zurich Cantonal Bank
Switzerland
$84.5K +$33.6K +1,295 +52%
Point72 Asset Management
105
Point72 Asset Management
Connecticut
$62.2K +$72.7K +2,800 New
AB
106
Amalgamated Bank
New York
$62K – – –
AIP
107
Ameritas Investment Partners
Nebraska
$53.1K +$10.1K +389 +19%
Fidelity Investments
108
Fidelity Investments
Massachusetts
$51.3K +$39.5K +1,520 +192%
Allspring Global Investments
109
Allspring Global Investments
North Carolina
$46K -$16.8K -646 -24%
MLICM
110
Metropolitan Life Insurance Company (MetLife)
New York
$32.5K – – –
TRCT
111
Tower Research Capital (TRC)
New York
$14K -$115K -4,412 -87%
ATC
112
Adirondack Trust Company
New York
$13.7K – – –
FHA
113
First Horizon Advisors
Tennessee
$12.8K +$909 +35 +6%
National Bank of Canada
114
National Bank of Canada
Quebec, Canada
$11K – – –
CTA
115
Colonial Trust Advisors
South Carolina
$7.71K – – –
HI
116
Harbour Investments
Wisconsin
$4.89K +$5.71K +220 New
RCM
117
Raleigh Capital Management
North Carolina
$4.62K +$5.4K +208 New
FDCDDQ
118
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.45K – – –
S
119
SignatureFD
Georgia
$4.16K +$1.43K +55 +42%
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
WWM
121
Wolff Wiese Magana
California
$2.89K – – –
QCG
122
Quadrant Capital Group
Ohio
$2.47K +$2.88K +111 New
AWM
123
Avior Wealth Management
Nebraska
$2.36K +$2.75K +106 New
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$2.07K – – –
VWM
125
Venturi Wealth Management
Texas
$1.58K – – –
2 3 4
5
6

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.