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D.R. Horton

618 hedge funds and large institutions have $13.9B invested in D.R. Horton in 2019 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 200 increasing their positions, 247 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more call options, than puts

Call options by funds: $374M | Put options by funds: $127M

2% more capital invested

Capital invested by funds: $13.6B → $13.9B (+$263M)

1% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 76

1% less funds holding

Funds holding: 625618 (-7)

1.81% less ownership

Funds ownership: 88.05%86.24% (-1.8%)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

19% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 247

Holders
618
Holders Change
-7
Holders Change %
-1.12%
% of All Funds
13.42%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.28%
New
77
Increased
200
Reduced
247
Closed
76
Calls
$374M
Puts
$127M
Net Calls
+$247M
Net Calls Change
+$85.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.63B +$14M +315,191 +0.8%
BlackRock
2
BlackRock
New York
$1.27B -$9.15M -206,619 -0.7%
Sanders Capital
3
Sanders Capital
Florida
$961M +$68.2M +1,540,500 +7%
State Street
4
State Street
Massachusetts
$673M +$3.61M +81,507 +0.5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$617M -$144M -3,242,414 -18%
LPC
6
Lone Pine Capital
Connecticut
$536M +$260M +5,862,601 +89%
LPC
7
Long Pond Capital
New York
$496M -$37.5M -846,046 -7%
ECU
8
Egerton Capital (UK)
United Kingdom
$387M +$398M +8,983,987 New
GA
9
Greenhaven Associates
New York
$367M -$1.95M -44,142 -0.5%
DCP
10
D1 Capital Partners
New York
$329M -$183M -4,127,310 -35%
Bank of America
11
Bank of America
North Carolina
$318M -$25.7M -579,408 -7%
Capital World Investors
12
Capital World Investors
California
$309M +$58.4K +1,318 +0%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$254M +$615K +13,891 +0.2%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$219M +$10.7M +241,650 +5%
Goldman Sachs
15
Goldman Sachs
New York
$206M -$99.6M -2,249,710 -32%
Northern Trust
16
Northern Trust
Illinois
$187M +$7.35M +165,957 +4%
Invesco
17
Invesco
Georgia
$175M +$49.2M +1,111,745 +38%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$166M -$1.9M -42,867 -1%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$156M -$26.4M -596,514 -14%
Norges Bank
20
Norges Bank
Norway
$147M +$3.32M +74,994 +2%
Millennium Management
21
Millennium Management
New York
$145M +$58.5M +1,321,944 +65%
Allianz Asset Management
22
Allianz Asset Management
Germany
$139M -$14.8M -335,281 -9%
Wells Fargo
23
Wells Fargo
California
$130M +$8.26M +186,639 +7%
Ameriprise
24
Ameriprise
Minnesota
$130M -$4.41M -99,559 -3%
Morgan Stanley
25
Morgan Stanley
New York
$129M -$18.1M -408,185 -12%

DHI Hedge Fund Activity: Q2 2019 in Review

618 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in D.R. Horton (DHI) for Q2 2019, worth a combined $13.9B — up 1.9% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new DHI positions and 76 closed out — a net gain of 1 holder — while 200 added to existing stakes and 247 trimmed.

The largest buyer was Egerton Capital (UK), opening a new position worth an estimated $398M. The largest seller was D1 Capital Partners, cutting an estimated $183M.

  • 618 institutional investors held D.R. Horton (DHI) as of Q2 2019, down from 625 in Q1 2019.
  • Funds reported $13.9B of D.R. Horton stock for Q2 2019, up 1.9% quarter-over-quarter.
  • 77 funds opened new D.R. Horton positions in Q2 2019 and 76 closed out, a net change of +1 holder.
  • The largest D.R. Horton buyer in Q2 2019 was Egerton Capital (UK), an estimated $398M added.
  • The largest D.R. Horton seller in Q2 2019 was D1 Capital Partners, an estimated $183M sold.

Based on aggregated 13F filings for Q2 2019.