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Dream Finders Homes

82 hedge funds and large institutions have $192M invested in Dream Finders Homes in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 18

53% more call options, than puts

Call options by funds: $344K | Put options by funds: $225K

5.4% more ownership

Funds ownership: 50.19%55.59% (+5.4%)

1% more funds holding

Funds holding: 8182 (+1)

5% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 22

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

31% less capital invested

Capital invested by funds: $279M → $192M (-$87.3M)

Holders
82
Holders Change
+1
Holders Change %
+1.23%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
28
Reduced
18
Closed
22
Calls
$344K
Puts
$225K
Net Calls
+$119K
Net Calls Change
+$118K
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$51M +$5.64M +357,266 +8%
ACP
2
Arcus Capital Partners
Georgia
$32.6M +$1.2M +76,029 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$18.6M +$1.63M +103,132 +6%
CB
4
Cooke & Bieler
Pennsylvania
$14.1M -$219K -13,861 -1%
TAM
5
Timucuan Asset Management
Florida
$12.9M
BlackRock
6
BlackRock
New York
$10.2M +$13.3M +843,631 +748%
WA
7
Wasatch Advisors
Utah
$9.41M -$2.37M -149,894 -14%
FAM
8
Fenimore Asset Management
New York
$6.23M +$108K +6,810 +1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$3.63M +$2.45M +155,017 +83%
Wells Fargo
10
Wells Fargo
California
$2.73M -$517K -32,743 -11%
Invesco
11
Invesco
Georgia
$2.43M +$3.61M +228,492 New
ECM
12
Elgethun Capital Management
South Dakota
$2.23M +$2.81M +177,820 +513%
State Street
13
State Street
Massachusetts
$2.23M +$2.24M +141,961 +211%
Northern Trust
14
Northern Trust
Illinois
$1.98M +$2.37M +150,041 +418%
RCC
15
Red Cedar Capital
Nebraska
$1.82M
Citadel Advisors
16
Citadel Advisors
Florida
$1.76M +$2.26M +143,114 +640%
Daiwa Securities Group
17
Daiwa Securities Group
Japan
$1.49M +$192K +12,152 +10%
Charles Schwab
18
Charles Schwab
California
$1.44M +$683K +43,245 +47%
HF
19
HRT Financial
New York
$1.16M +$256K +16,199 +17%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.04M +$624K +39,513 +67%
ACA
21
Anchor Capital Advisors
Massachusetts
$891K -$381K -24,123 -22%
N
22
Nuveen
North Carolina
$776K +$1.15M +72,875 New
Morgan Stanley
23
Morgan Stanley
New York
$690K +$195K +12,334 +23%
JP Morgan Chase
24
JP Morgan Chase
New York
$624K +$925K +58,545 +76,032%
Goldman Sachs
25
Goldman Sachs
New York
$567K -$505K -31,962 -37%

DFH Hedge Fund Activity: Q2 2022 in Review

82 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dream Finders Homes (DFH) for Q2 2022, worth a combined $192M — down 31% from $279M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new DFH positions and 22 closed out — a net gain of 1 holder — while 28 added to existing stakes and 18 trimmed.

The largest buyer was BlackRock, adding an estimated $13.3M. The largest seller was Millennium Management, exiting entirely with an estimated $4.49M sold.

  • 82 institutional investors held Dream Finders Homes (DFH) as of Q2 2022, up from 81 in Q1 2022.
  • Funds reported $192M of Dream Finders Homes stock for Q2 2022, down 31% quarter-over-quarter.
  • 23 funds opened new Dream Finders Homes positions in Q2 2022 and 22 closed out, a net change of +1 holder.
  • The largest Dream Finders Homes buyer in Q2 2022 was BlackRock, an estimated $13.3M added.
  • The largest Dream Finders Homes seller in Q2 2022 was Millennium Management, an estimated $4.49M sold.

Based on aggregated 13F filings for Q2 2022.