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Dream Finders Homes

110 hedge funds and large institutions have $509M invested in Dream Finders Homes in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 39 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

423% more call options, than puts

Call options by funds: $858K | Put options by funds: $164K

114% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 14

98% more capital invested

Capital invested by funds: $257M → $509M (+$252M)

63% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 24

17% more funds holding

Funds holding: 94110 (+16)

3.11% more ownership

Funds ownership: 59.82%62.93% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
110
Holders Change
+16
Holders Change %
+17.02%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
39
Reduced
24
Closed
14
Calls
$858K
Puts
$164K
Net Calls
+$694K
Net Calls Change
+$797K
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$148M -$109K -6,029 -0.1%
ACP
2
Arcus Capital Partners
Georgia
$69.7M -$592K -32,865 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$53.1M +$5.34M +296,721 +16%
CB
4
Cooke & Bieler
Pennsylvania
$43.2M +$966K +53,630 +3%
BlackRock
5
BlackRock
New York
$37.6M +$9.02M +500,887 +49%
FAM
6
Fenimore Asset Management
New York
$14.8M -$27.1K -1,503 -0.2%
Invesco
7
Invesco
Georgia
$11.4M +$7.58M +420,920 +1,020%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$11M +$692K +38,445 +9%
WA
9
Wasatch Advisors
Utah
$10.9M -$6.73M -373,518 -46%
State Street
10
State Street
Massachusetts
$9.72M +$952K +52,893 +15%
Wells Fargo
11
Wells Fargo
California
$7.65M +$55.1K +3,060 +1%
ECM
12
Elgethun Capital Management
South Dakota
$5.63M -$203K -11,268 -5%
Bank of America
13
Bank of America
North Carolina
$5.03M -$112K -6,211 -3%
Northern Trust
14
Northern Trust
Illinois
$4.99M +$394K +21,865 +12%
Stifel Financial
15
Stifel Financial
Missouri
$4.42M -$1.96M -108,959 -38%
Charles Schwab
16
Charles Schwab
California
$4.09M +$191K +10,589 +7%
N
17
Nuveen
North Carolina
$3.8M +$243K +13,476 +10%
LKIM
18
Lawson Kroeker Investment Management
Nebraska
$3.79M -$80.9K -4,494 -3%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$3.55M +$386K +21,449 +17%
Marshall Wace
20
Marshall Wace
United Kingdom
$3.4M +$595K +33,058 +31%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$3.1M +$1.58M +87,913 +230%
HRCM
22
Hood River Capital Management
Florida
$2.84M +$2.08M +115,562 New
Daiwa Securities Group
23
Daiwa Securities Group
Japan
$2.63M -$171K -9,500 -8%
TC
24
TownSquare Capital
Utah
$2.56M +$265K +14,716 +16%
SEI Investments
25
SEI Investments
Pennsylvania
$2.55M

DFH Hedge Fund Activity: Q2 2023 in Review

110 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dream Finders Homes (DFH) for Q2 2023, worth a combined $509M — up 98% from $257M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DFH positions and 14 closed out — a net gain of 16 holders — while 39 added to existing stakes and 24 trimmed.

The largest buyer was BlackRock, adding an estimated $9.02M. The largest seller was Wasatch Advisors, cutting an estimated $6.73M.

  • 110 institutional investors held Dream Finders Homes (DFH) as of Q2 2023, up from 94 in Q1 2023.
  • Funds reported $509M of Dream Finders Homes stock for Q2 2023, up 98% quarter-over-quarter.
  • 30 funds opened new Dream Finders Homes positions in Q2 2023 and 14 closed out, a net change of +16 holders.
  • The largest Dream Finders Homes buyer in Q2 2023 was BlackRock, an estimated $9.02M added.
  • The largest Dream Finders Homes seller in Q2 2023 was Wasatch Advisors, an estimated $6.73M sold.

Based on aggregated 13F filings for Q2 2023.