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Dream Finders Homes
DFH

81 hedge funds and large institutions have $279M invested in Dream Finders Homes in 2022 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

440% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 5

94% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 17

35% more funds holding

Funds holding: 60 → 81 (+21)

10% more capital invested

Capital invested by funds: $254M → $279M (+$25.1M)

9.79% more ownership

Funds ownership: 40.4% → 50.19% (+9.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
81
Holders Change
+21
Holders Change %
+35%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
33
Reduced
17
Closed
5
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$5K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$57.4M
2
Wells Fargo
Wells Fargo
California
+$5.56M
3
Millennium Management
Millennium Management
New York
+$5.05M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.04M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
+$1.67M

Top Sellers

1
CB
Cooke & Bieler
Pennsylvania
-$7.99M
2
TSW
Thompson Siegel & Walmsley
Virginia
-$6.34M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.34M
4
WA
Wasatch Advisors
Utah
-$2.75M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$75.8M +$57.4M +2,989,140 +206%
ACP
2
Arcus Capital Partners
Georgia
$51.1M +$62.1K +3,230 +0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$28.1M -$20.9K -1,085 -0.1%
CB
4
Cooke & Bieler
Pennsylvania
$22.9M -$7.99M -415,808 -24%
TAM
5
Timucuan Asset Management
Florida
$20.8M +$48.7K +2,535 +0.2%
WA
6
Wasatch Advisors
Utah
$17.7M -$2.75M -143,261 -12%
FAM
7
Fenimore Asset Management
New York
$9.89M -$5K -260 -0%
Wells Fargo
8
Wells Fargo
California
$4.95M +$5.56M +289,521 +260,830%
Millennium Management
9
Millennium Management
New York
$4.49M +$5.05M +262,705 New
Geode Capital Management
10
Geode Capital Management
Massachusetts
$3.17M +$128K +6,654 +4%
RCC
11
Red Cedar Capital
Nebraska
$2.92M +$29.4K +1,530 +0.9%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$2.19M +$2.04M +106,168 +476%
Daiwa Securities Group
13
Daiwa Securities Group
Japan
$2.18M +$1.67M +86,754 +212%
BlackRock
14
BlackRock
New York
$1.93M -$24K -1,249 -1%
ACA
15
Anchor Capital Advisors
Massachusetts
$1.84M +$454K +23,600 +28%
HF
16
HRT Financial
New York
$1.58M +$1.44M +75,174 +432%
Charles Schwab
17
Charles Schwab
California
$1.57M +$41.7K +2,170 +2%
Goldman Sachs
18
Goldman Sachs
New York
$1.46M +$842K +43,817 +106%
Qube Research & Technologies (QRT)
19
Qube Research & Technologies (QRT)
United Kingdom
$1.33M +$118K +6,151 +9%
ECM
20
ExodusPoint Capital Management
New York
$1.26M +$975K +50,750 +221%
Citigroup
21
Citigroup
New York
$1.2M +$522K +27,149 +63%
State Street
22
State Street
Massachusetts
$1.15M +$62.2K +3,236 +5%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1M +$91.8K +4,776 +9%
CSS
24
Cubist Systematic Strategies
Connecticut
$984K +$810K +42,129 +272%
TC
25
TownSquare Capital
Utah
$951K +$1.07M +55,666 New
1
2 3 4

DFH Hedge Fund Activity: Q1 2022 in Review

81 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Dream Finders Homes (DFH) for Q1 2022, worth a combined $279M — up 9.9% from $254M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DFH positions and 5 closed out — a net gain of 22 holders — while 33 added to existing stakes and 17 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $57.4M. The largest seller was Cooke & Bieler, cutting an estimated $7.99M.

  • 81 institutional investors held Dream Finders Homes (DFH) as of Q1 2022, up from 60 in Q4 2021.
  • Funds reported $279M of Dream Finders Homes stock for Q1 2022, up 9.9% quarter-over-quarter.
  • 27 funds opened new Dream Finders Homes positions in Q1 2022 and 5 closed out, a net change of +22 holders.
  • The largest Dream Finders Homes buyer in Q1 2022 was Kayne Anderson Rudnick Investment Management, an estimated $57.4M added.
  • The largest Dream Finders Homes seller in Q1 2022 was Cooke & Bieler, an estimated $7.99M sold.

Based on aggregated 13F filings for Q1 2022.