Dream Finders Homes
183 hedge funds and large institutions have $820M invested in Dream Finders Homes in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 57 increasing their positions, 45 reducing their positions, and 14 closing their positions.
329% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 14
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
69% more call options, than puts
Call options by funds: $4.51M | Put options by funds: $2.66M
68% more capital invested
Capital invested by funds: $487M → $820M (+$333M)
33% more funds holding
Funds holding: 138 → 183 (+45)
27% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 45
3.46% more ownership
Funds ownership: 66.74% → 70.21% (+3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$9.33M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
+$9.1M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$5.82M |
| 4 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
+$4.78M |
| 5 |
AI
Axiom Investors
Greenwich,
Connecticut
|
+$4.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$18M |
| 2 |
ACP
Arcus Capital Partners
Atlanta,
Georgia
|
-$15.6M |
| 3 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$5.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$4.22M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$3.18M |
DFH Hedge Fund Activity: Q4 2023 in Review
183 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Dream Finders Homes (DFH) for Q4 2023, worth a combined $820M — up 68% from $487M a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new DFH positions and 14 closed out — a net gain of 46 holders — while 57 added to existing stakes and 45 trimmed.
The largest buyer was Federated Hermes, opening a new position worth an estimated $9.33M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $18M.
- 183 institutional investors held Dream Finders Homes (DFH) as of Q4 2023, up from 138 in Q3 2023.
- Funds reported $820M of Dream Finders Homes stock for Q4 2023, up 68% quarter-over-quarter.
- 60 funds opened new Dream Finders Homes positions in Q4 2023 and 14 closed out, a net change of +46 holders.
- The largest Dream Finders Homes buyer in Q4 2023 was Federated Hermes, an estimated $9.33M added.
- The largest Dream Finders Homes seller in Q4 2023 was Kayne Anderson Rudnick Investment Management, an estimated $18M sold.
Based on aggregated 13F filings for Q4 2023.