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Dream Finders Homes

94 hedge funds and large institutions have $257M invested in Dream Finders Homes in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 23

54% more capital invested

Capital invested by funds: $167M → $257M (+$89.5M)

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

2% more funds holding

Funds holding: 9294 (+2)

0.24% more ownership

Funds ownership: 59.58%59.82% (+0.24%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

51% less call options, than puts

Call options by funds: $98K | Put options by funds: $201K

Holders
94
Holders Change
+2
Holders Change %
+2.17%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
38
Reduced
23
Closed
11
Calls
$98K
Puts
$201K
Net Calls
-$103K
Net Calls Change
-$14K
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$80M +$3.3M +279,730 +5%
ACP
2
Arcus Capital Partners
Georgia
$38M -$731K -61,900 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$24.7M +$291K +24,612 +1%
CB
4
Cooke & Bieler
Pennsylvania
$22.6M +$4.75M +402,298 +31%
BlackRock
5
BlackRock
New York
$13.6M -$602K -50,977 -5%
WA
6
Wasatch Advisors
Utah
$10.8M +$519K +43,956 +6%
FAM
7
Fenimore Asset Management
New York
$7.99M -$74.1K -6,276 -1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$5.4M +$303K +25,665 +7%
State Street
9
State Street
Massachusetts
$4.53M +$703K +59,522 +21%
Wells Fargo
10
Wells Fargo
California
$4.08M +$275K +23,290 +8%
Stifel Financial
11
Stifel Financial
Missouri
$3.82M +$2.85M +241,452 +512%
ECM
12
Elgethun Capital Management
South Dakota
$3.21M +$91.8K +7,774 +3%
Bank of America
13
Bank of America
North Carolina
$2.79M +$113K +9,606 +5%
Northern Trust
14
Northern Trust
Illinois
$2.4M +$4.54K +385 +0.2%
LKIM
15
Lawson Kroeker Investment Management
Nebraska
$2.1M +$1.87M +158,744 New
Charles Schwab
16
Charles Schwab
California
$2.06M +$41.2K +3,491 +2%
N
17
Nuveen
North Carolina
$1.87M +$459K +38,837 +38%
Citadel Advisors
18
Citadel Advisors
Florida
$1.65M +$79K +6,688 +6%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.63M -$121K -10,261 -8%
Daiwa Securities Group
20
Daiwa Securities Group
Japan
$1.54M -$262K -22,200 -16%
Marshall Wace
21
Marshall Wace
United Kingdom
$1.39M +$1.24M +105,200 New
SEI Investments
22
SEI Investments
Pennsylvania
$1.37M +$11.4K +963 +0.9%
TC
23
TownSquare Capital
Utah
$1.18M +$11.9K +1,008 +1%
BGIM
24
Brandywine Global Investment Management
Pennsylvania
$1.05M +$937K +79,353 New
ACA
25
Anchor Capital Advisors
Massachusetts
$1.04M -$116K -9,792 -11%

DFH Hedge Fund Activity: Q1 2023 in Review

94 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dream Finders Homes (DFH) for Q1 2023, worth a combined $257M — up 54% from $167M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DFH positions and 11 closed out — a net gain of 3 holders — while 38 added to existing stakes and 23 trimmed.

The largest buyer was Cooke & Bieler, adding an estimated $4.75M. The largest seller was Timucuan Asset Management, exiting entirely with an estimated $7.64M sold.

  • 94 institutional investors held Dream Finders Homes (DFH) as of Q1 2023, up from 92 in Q4 2022.
  • Funds reported $257M of Dream Finders Homes stock for Q1 2023, up 54% quarter-over-quarter.
  • 14 funds opened new Dream Finders Homes positions in Q1 2023 and 11 closed out, a net change of +3 holders.
  • The largest Dream Finders Homes buyer in Q1 2023 was Cooke & Bieler, an estimated $4.75M added.
  • The largest Dream Finders Homes seller in Q1 2023 was Timucuan Asset Management, an estimated $7.64M sold.

Based on aggregated 13F filings for Q1 2023.