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Dream Finders Homes
DFH

60 hedge funds and large institutions have $254M invested in Dream Finders Homes in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 22 increasing their positions, 8 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 8

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

22% more funds holding

Funds holding: 49 → 60 (+11)

2% more capital invested

Capital invested by funds: $250M → $254M (+$4.1M)

1% less call options, than puts

Call options by funds: $293K | Put options by funds: $297K

4.22% less ownership

Funds ownership: 44.62% → 40.4% (-4.2%)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
60
Holders Change
+11
Holders Change %
+22.45%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
23
Increased
22
Reduced
8
Closed
11
Calls
$293K
Puts
$297K
Net Calls
-$4K
Net Calls Change
+$725K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$25.3M
2
CB
Cooke & Bieler
Pennsylvania
+$4.35M
3
ACP
Arcus Capital Partners
Georgia
+$4.12M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.6M
5
WA
Wasatch Advisors
Utah
+$3.16M

Top Sellers

1
AI
AXS Investments
New York
-$47.7M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$19.1M
3
MG
Magnolia Group
Nebraska
-$10.4M
4
KC
Kingfisher Capital
North Carolina
-$1.51M
5
TSW
Thompson Siegel & Walmsley
Virginia
-$1.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
1
Arcus Capital Partners
Georgia
$58.1M +$4.12M +236,083 +9%
CB
2
Cooke & Bieler
Pennsylvania
$34.1M +$4.35M +249,793 +17%
Vanguard Group
3
Vanguard Group
Pennsylvania
$32M +$2.94M +168,905 +11%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$28.2M +$25.3M +1,449,453 New
TAM
5
Timucuan Asset Management
Florida
$23.6M +$98.9K +5,675 +0.5%
WA
6
Wasatch Advisors
Utah
$22.9M +$3.16M +181,426 +18%
FAM
7
Fenimore Asset Management
New York
$11.3M +$1.75M +100,485 +21%
TSW
8
Thompson Siegel & Walmsley
Virginia
$6.34M -$1.42M -81,218 -20%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$4.34M +$3.6M +206,404 +1,229%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$3.48M +$1.05M +60,080 +50%
RCC
11
Red Cedar Capital
Nebraska
$3.29M +$23.8K +1,365 +0.8%
Citadel Advisors
12
Citadel Advisors
Florida
$2.33M +$613K +35,172 +41%
BlackRock
13
BlackRock
New York
$2.22M +$1.31M +75,141 +193%
Morgan Stanley
14
Morgan Stanley
New York
$1.97M +$1.18M +67,775 +202%
Charles Schwab
15
Charles Schwab
California
$1.74M +$29.2K +1,674 +2%
ACA
16
Anchor Capital Advisors
Massachusetts
$1.64M +$1.47M +84,306 New
Qube Research & Technologies (QRT)
17
Qube Research & Technologies (QRT)
United Kingdom
$1.39M +$956K +54,865 +329%
State Street
18
State Street
Massachusetts
$1.24M +$506K +29,017 +83%
ECM
19
EMC Capital Management
Texas
$1.06M +$74.6K +4,281 +9%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.05M +$940K +53,909 New
Citigroup
21
Citigroup
New York
$836K +$750K +43,006 New
Goldman Sachs
22
Goldman Sachs
New York
$807K +$226K +12,963 +45%
Daiwa Securities Group
23
Daiwa Securities Group
Japan
$795K +$713K +40,884 New
Swiss National Bank
24
Swiss National Bank
Switzerland
$760K +$682K +39,100 New
Northern Trust
25
Northern Trust
Illinois
$717K +$95.2K +5,463 +17%
1
2 3

DFH Hedge Fund Activity: Q4 2021 in Review

60 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dream Finders Homes (DFH) for Q4 2021, worth a combined $254M — up 1.6% from $250M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new DFH positions and 11 closed out — a net gain of 12 holders — while 22 added to existing stakes and 8 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, opening a new position worth an estimated $25.3M. The largest seller was AXS Investments, exiting entirely with an estimated $47.7M sold.

  • 60 institutional investors held Dream Finders Homes (DFH) as of Q4 2021, up from 49 in Q3 2021.
  • Funds reported $254M of Dream Finders Homes stock for Q4 2021, up 1.6% quarter-over-quarter.
  • 23 funds opened new Dream Finders Homes positions in Q4 2021 and 11 closed out, a net change of +12 holders.
  • The largest Dream Finders Homes buyer in Q4 2021 was Kayne Anderson Rudnick Investment Management, an estimated $25.3M added.
  • The largest Dream Finders Homes seller in Q4 2021 was AXS Investments, an estimated $47.7M sold.

Based on aggregated 13F filings for Q4 2021.