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Dream Finders Homes
DFH

183 hedge funds and large institutions have $824M invested in Dream Finders Homes in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 57 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

329% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

69% more call options, than puts

Call options by funds: $4.51M | Put options by funds: $2.66M

69% more capital invested

Capital invested by funds: $487M → $824M (+$337M)

33% more funds holding

Funds holding: 138 → 183 (+45)

27% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 45

3.78% more ownership

Funds ownership: 66.74% → 70.53% (+3.8%)

Holders
183
Holders Change
+45
Holders Change %
+32.61%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
60
Increased
57
Reduced
45
Closed
14
Calls
$4.51M
Puts
$2.66M
Net Calls
+$1.85M
Net Calls Change
+$4.41M

Top Buyers

1
Federated Hermes
Federated Hermes
Pennsylvania
+$9.33M
2
N
Nuveen
North Carolina
+$9.1M
3
Morgan Stanley
Morgan Stanley
New York
+$5.88M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$5.82M
5
GLA
Great Lakes Advisors
Illinois
+$4.78M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$18M
2
ACP
Arcus Capital Partners
Georgia
-$15.6M
3
HRCM
Hood River Capital Management
Florida
-$5.7M
4
Bank of America
Bank of America
North Carolina
-$4.22M
5
Invesco
Invesco
Georgia
-$3.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
101
Baker Tilly Wealth Management
Wisconsin
$431K +$40.2K +1,615 +15%
Envestnet Asset Management
102
Envestnet Asset Management
Illinois
$428K +$300K +12,051 New
AIG
103
American International Group
New York
$428K -$1.22K -49 -0.4%
NG
104
Norden Group
Utah
$426K -$58.4K -2,347 -16%
AQR Capital Management
105
AQR Capital Management
Connecticut
$417K +$56.4K +2,268 +24%
SOW
106
State of Wyoming
Wyoming
$413K +$88.6K +3,562 +44%
ECM
107
ExodusPoint Capital Management
New York
$412K -$128K -5,162 -31%
GCP
108
GSA Capital Partners
United Kingdom
$412K +$289K +11,608 New
Deutsche Bank
109
Deutsche Bank
Germany
$411K -$7.09K -285 -2%
AA
110
ALPS Advisors
Colorado
$403K -$16.1K -646 -5%
Victory Capital Management
111
Victory Capital Management
Texas
$398K +$279K +11,204 New
State of Wisconsin Investment Board
112
State of Wisconsin Investment Board
Wisconsin
$358K -$212K -8,541 -46%
VOYA Investment Management
113
VOYA Investment Management
Georgia
$357K – – –
Commonwealth Equity Services
114
Commonwealth Equity Services
Massachusetts
$357K +$250K +10,038 New
MWM
115
Moran Wealth Management
Florida
$355K +$4.08K +164 +2%
Manulife (Manufacturers Life Insurance)
116
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$348K -$5.47K -220 -2%
GPFA
117
Game Plan Financial Advisors
Ohio
$320K +$224K +9,000 New
AWAU
118
Alliance Wealth Advisors (Utah)
Utah
$313K +$219K +8,815 New
VI
119
Versor Investments
New York
$302K +$211K +8,500 New
CP
120
CenterBook Partners
Connecticut
$294K +$206K +8,283 New
LPL Financial
121
LPL Financial
California
$278K +$195K +7,827 New
CIP
122
Cornerstone Investment Partners
Georgia
$265K +$186K +7,459 New
MML Investors Services
123
MML Investors Services
Massachusetts
$249K -$746K -30,000 -81%
State Board of Administration of Florida Retirement System
124
State Board of Administration of Florida Retirement System
Florida
$247K +$173K +6,950 New
AWS
125
Atria Wealth Solutions
New York
$230K -$97.5K -3,921 -38%
3 4
5
6 7

DFH Hedge Fund Activity: Q4 2023 in Review

183 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dream Finders Homes (DFH) for Q4 2023, worth a combined $824M — up 69% from $487M a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new DFH positions and 14 closed out — a net gain of 46 holders — while 57 added to existing stakes and 45 trimmed.

The largest buyer was Federated Hermes, opening a new position worth an estimated $9.33M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $18M.

  • 183 institutional investors held Dream Finders Homes (DFH) as of Q4 2023, up from 138 in Q3 2023.
  • Funds reported $824M of Dream Finders Homes stock for Q4 2023, up 69% quarter-over-quarter.
  • 60 funds opened new Dream Finders Homes positions in Q4 2023 and 14 closed out, a net change of +46 holders.
  • The largest Dream Finders Homes buyer in Q4 2023 was Federated Hermes, an estimated $9.33M added.
  • The largest Dream Finders Homes seller in Q4 2023 was Kayne Anderson Rudnick Investment Management, an estimated $18M sold.

Based on aggregated 13F filings for Q4 2023.