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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
FFA
176
Farther Finance Advisors
California
$604 +$299 +12 +240%
CWC
177
Carolinas Wealth Consulting
North Carolina
$516 +$373 +15 New
Nisa Investment Advisors
178
Nisa Investment Advisors
Missouri
$426 – – –
JWA
179
JFS Wealth Advisors
Pennsylvania
$249 +$174 +7 New
SIC
180
SJS Investment Consulting
Ohio
$72 – – –
AF
181
Advisornet Financial
Minnesota
$71 +$50 +2 New
DPW
182
DiNuzzo Private Wealth
Pennsylvania
$36 +$25 +1 New
JWM
183
Janiczek Wealth Management
Colorado
$36 +$25 +1 New
Marshall Wace
184
Marshall Wace
United Kingdom
– -$2.94M -132,121 Closed
Tudor Investment Corp
185
Tudor Investment Corp
Connecticut
– -$1.89M -85,066 Closed
CSS
186
Cubist Systematic Strategies
Connecticut
– -$1.47M -66,005 Closed
CM
187
Capula Management
Cayman Islands
– -$929K -41,780 Closed
EI
188
EAM Investors
California
– -$720K -32,376 Closed
PMEF
189
Point72 Middle East FZE
United Arab Emirates
– -$331K -14,876 Closed
LAS
190
Lloyd Advisory Services
Georgia
– -$319K -14,339 Closed
AIM
191
Aigen Investment Management
New York
– -$282K -12,700 Closed
Verition Fund Management
192
Verition Fund Management
Connecticut
– -$273K -12,289 Closed
WG
193
Winton Group
United Kingdom
– -$224K -10,094 Closed
Point72 Asset Management
194
Point72 Asset Management
Connecticut
– -$62.2K -2,800 Closed
CCMW
195
Cypress Capital Management (Wyoming)
Wyoming
– -$1.11K -50 Closed
AssetMark Inc
196
AssetMark Inc
California
– -$89 -4 Closed
C
197
Covestor
United Kingdom
– -$50 -2 Closed
4 5 6 7
8

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.