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M/I Homes
MHO

259 hedge funds and large institutions have $2.3B invested in M/I Homes in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 74 increasing their positions, 102 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

305% more call options, than puts

Call options by funds: $20.2M | Put options by funds: $4.98M

50% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 34

40% more capital invested

Capital invested by funds: $1.64B → $2.3B (+$661M)

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

6% more funds holding

Funds holding: 244 → 259 (+15)

0.97% more ownership

Funds ownership: 93.35% → 94.33% (+0.97%)

27% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 102

Holders
259
Holders Change
+15
Holders Change %
+6.15%
% of All Funds
4.07%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
51
Increased
74
Reduced
102
Closed
34
Calls
$20.2M
Puts
$4.98M
Net Calls
+$15.2M
Net Calls Change
+$1.43M

Top Buyers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$39.8M
2
JP Morgan Chase
JP Morgan Chase
New York
+$19.6M
3
Man Group
Man Group
United Kingdom
+$17.5M
4
BlackRock
BlackRock
New York
+$17.5M
5
Pacer Advisors
Pacer Advisors
Pennsylvania
+$13.5M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$21.8M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$19.7M
3
SSA
Schonfeld Strategic Advisors
New York
-$17.5M
4
AMH
Apollo Management Holdings
New York
-$16.3M
5
N
Nuveen
North Carolina
-$9.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
276
Hussman Strategic Advisors
Maryland
– -$587K -9,300 Closed
RFG
277
Range Financial Group
Oregon
– -$562K -8,909 Closed
CC
278
Centiva Capital
New York
– -$478K -7,571 Closed
JAM
279
Jupiter Asset Management
United Kingdom
– -$464K -7,354 Closed
HF
280
HRT Financial
New York
– -$375K -5,946 Closed
MC
281
Maverick Capital
Texas
– -$272K -4,318 Closed
CC
282
Corton Capital
Ontario, Canada
– -$257K -4,081 Closed
DU
283
Delphia (USA)
Ontario, Canada
– -$238K -3,767 Closed
SWP
284
Stratos Wealth Partners
Ohio
– -$220K -3,485 Closed
BC
285
Bridgefront Capital
Texas
– -$210K -3,324 Closed
National Bank of Canada
286
National Bank of Canada
Quebec, Canada
– -$74.1K -1,175 Closed
QL
287
Quarry LP
New York
– -$51.4K -815 Closed
BAM
288
Byrne Asset Management
New Jersey
– -$34K -540 Closed
PMFA
289
Plante Moran Financial Advisors
Michigan
– -$14.5K -230 Closed
TWA
290
TCI Wealth Advisors
Arizona
– -$8.08K -128 Closed
WBC
291
West Branch Capital
Massachusetts
– -$6.69K -106 Closed
EI
292
Ellevest Inc
New York
– -$3.72K -59 Closed
AW
293
Avion Wealth
Texas
– +$637 +9 New
8 9 10 11
12

MHO Hedge Fund Activity: Q2 2023 in Review

259 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in M/I Homes (MHO) for Q2 2023, worth a combined $2.3B — up 40% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new MHO positions and 34 closed out — a net gain of 17 holders — while 74 added to existing stakes and 102 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $39.8M. The largest seller was Franklin Resources, cutting an estimated $21.8M.

  • 259 institutional investors held M/I Homes (MHO) as of Q2 2023, up from 244 in Q1 2023.
  • Funds reported $2.3B of M/I Homes stock for Q2 2023, up 40% quarter-over-quarter.
  • 51 funds opened new M/I Homes positions in Q2 2023 and 34 closed out, a net change of +17 holders.
  • The largest M/I Homes buyer in Q2 2023 was Acadian Asset Management, an estimated $39.8M added.
  • The largest M/I Homes seller in Q2 2023 was Franklin Resources, an estimated $21.8M sold.

Based on aggregated 13F filings for Q2 2023.