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D.R. Horton

640 hedge funds and large institutions have $13.1B invested in D.R. Horton in 2018 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 252 increasing their positions, 211 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more call options, than puts

Call options by funds: $842M | Put options by funds: $112M

19% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 211

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

0.58% more ownership

Funds ownership: 84.22%84.8% (+0.58%)

5% less capital invested

Capital invested by funds: $13.8B → $13.1B (-$636M)

9% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 85

2% less funds holding

Funds holding: 653640 (-13)

Holders
640
Holders Change
-13
Holders Change %
-1.99%
% of All Funds
14.65%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.41%
New
77
Increased
252
Reduced
211
Closed
85
Calls
$842M
Puts
$112M
Net Calls
+$730M
Net Calls Change
+$496M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.49B +$20.2M +468,465 +1%
BlackRock
2
BlackRock
New York
$1.23B +$6.96M +161,262 +0.5%
State Street
3
State Street
Massachusetts
$614M -$4.26M -98,679 -0.7%
Sanders Capital
4
Sanders Capital
Florida
$573M +$3.96M +91,680 +0.7%
LPC
5
Long Pond Capital
New York
$539M +$76M +1,761,785 +15%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$525M +$9.66M +223,953 +2%
SIG
7
Senator Investment Group
New York
$431M -$64.7M -1,500,000 -13%
Bank of America
8
Bank of America
North Carolina
$397M +$94.5M +2,191,431 +29%
GA
9
Greenhaven Associates
New York
$358M +$24.1M +557,592 +7%
AQR Capital Management
10
AQR Capital Management
Connecticut
$237M -$8.98M -208,103 -3%
JP Morgan Chase
11
JP Morgan Chase
New York
$235M -$4.78M -110,744 -2%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$234M +$147K +3,413 +0.1%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$215M -$7.17M -166,211 -3%
Invesco
14
Invesco
Georgia
$194M +$101M +2,344,180 +98%
Goldman Sachs
15
Goldman Sachs
New York
$193M +$36.9M +854,899 +22%
Northern Trust
16
Northern Trust
Illinois
$178M +$2.83M +65,580 +2%
Janus Henderson Group
17
Janus Henderson Group
United Kingdom
$176M +$48M +1,111,840 +35%
Allianz Asset Management
18
Allianz Asset Management
Germany
$168M +$19.1M +442,876 +12%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$165M -$1.14M -26,533 -0.7%
Capital Research Global Investors
20
Capital Research Global Investors
California
$164M
AllianceBernstein
21
AllianceBernstein
Tennessee
$154M +$26.6M +615,632 +20%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$134M -$38.8M -898,624 -22%
Deutsche Bank
23
Deutsche Bank
Germany
$125M +$4.14M +96,032 +3%
WCM
24
Wedge Capital Management
North Carolina
$123M -$8.96M -207,597 -6%
Norges Bank
25
Norges Bank
Norway
$120M +$7.21M +167,168 +6%

DHI Hedge Fund Activity: Q2 2018 in Review

640 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in D.R. Horton (DHI) for Q2 2018, worth a combined $13.1B — down 4.6% from $13.8B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of DHI and 77 opened new positions — a net loss of 8 holders — while 211 trimmed existing stakes and 252 added.

The largest buyer was Invesco, adding an estimated $101M. The largest seller was Marble Arch Investments, exiting entirely with an estimated $112M sold.

  • 640 institutional investors held D.R. Horton (DHI) as of Q2 2018, down from 653 in Q1 2018.
  • Funds reported $13.1B of D.R. Horton stock for Q2 2018, down 4.6% quarter-over-quarter.
  • 77 funds opened new D.R. Horton positions in Q2 2018 and 85 closed out, a net change of -8 holders.
  • The largest D.R. Horton buyer in Q2 2018 was Invesco, an estimated $101M added.
  • The largest D.R. Horton seller in Q2 2018 was Marble Arch Investments, an estimated $112M sold.

Based on aggregated 13F filings for Q2 2018.