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M/I Homes
MHO

112 hedge funds and large institutions have $589M invested in M/I Homes in 2014 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 41 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

390% more call options, than puts

Call options by funds: $1.53M | Put options by funds: $312K

14% more capital invested

Capital invested by funds: $518M → $589M (+$71.2M)

11% more funds holding

Funds holding: 101 → 112 (+11)

5% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 41

1.9% less ownership

Funds ownership: 106.8% → 104.9% (-1.9%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
112
Holders Change
+11
Holders Change %
+10.89%
% of All Funds
2.99%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
15
Increased
39
Reduced
41
Closed
2
Calls
$1.53M
Puts
$312K
Net Calls
+$1.22M
Net Calls Change
+$1.48M

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$13.5M
2
SAM
Sentinel Asset Management
Vermont
+$5.36M
3
Millennium Management
Millennium Management
New York
+$4.37M
4
BFA
BlackRock Fund Advisors
California
+$4.31M
5
EIP
Epoch Investment Partners
New York
+$3.16M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$19.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$8.63M
3
SH
Scepter Holdings
Texas
-$6.47M
4
GC
Gratia Capital
California
-$5.49M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
26
Penn Capital Management
Pennsylvania
$5.45M -$252K -11,580 -5%
CP
27
Covalent Partners
Massachusetts
$5.22M -$2.07M -94,932 -29%
NCGI
28
Next Century Growth Investors
Minnesota
$4.17M -$53.7K -2,465 -1%
Principal Financial Group
29
Principal Financial Group
Iowa
$3.4M +$21.7K +995 +0.7%
First Trust Advisors
30
First Trust Advisors
Illinois
$3.4M +$391K +17,961 +14%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$3.01M +$19.2K +882 +0.7%
NFA
32
Nationwide Fund Advisors
Ohio
$2.88M +$625K +28,734 +30%
ECM
33
Element Capital Management
New York
$2.53M +$2.39M +110,010 New
Ameriprise
34
Ameriprise
Minnesota
$2.52M +$46K +2,114 +2%
DCM
35
Decade Capital Management
New York
$2.37M +$5.05K +232 +0.2%
GC
36
Guggenheim Capital
Illinois
$2.35M -$28.4K -1,306 -1%
TCIM
37
TIAA CREF Investment Management
New York
$2.3M -$152K -6,970 -7%
BIM
38
BlackRock Investment Management
Delaware
$2.17M -$36.1K -1,658 -2%
Invesco
39
Invesco
Georgia
$2.08M -$441K -20,269 -18%
MSA
40
Mason Street Advisors
Wisconsin
$1.9M -$11K -506 -0.6%
Allianz Asset Management
41
Allianz Asset Management
Germany
$1.76M -$13.3K -613 -0.8%
Bank of America
42
Bank of America
North Carolina
$1.7M -$586K -26,942 -27%
New York State Teachers Retirement System (NYSTRS)
43
New York State Teachers Retirement System (NYSTRS)
New York
$1.51M – – –
Deutsche Bank
44
Deutsche Bank
Germany
$1.49M +$290K +13,321 +26%
Charles Schwab
45
Charles Schwab
California
$1.42M +$37.2K +1,708 +3%
Credit Agricole
46
Credit Agricole
France
$1.27M +$13.1K +600 +1%
Prudential Financial
47
Prudential Financial
New Jersey
$1.24M +$15.2K +700 +1%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$1.12M – – –
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$1.09M – – –
Comerica Bank
50
Comerica Bank
Texas
$1.09M +$509K +23,377 +97%
1
2
3 4 5

MHO Hedge Fund Activity: Q4 2014 in Review

112 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in M/I Homes (MHO) for Q4 2014, worth a combined $589M — up 14% from $518M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new MHO positions and 2 closed out — a net gain of 13 holders — while 39 added to existing stakes and 41 trimmed.

The largest buyer was Franklin Resources, adding an estimated $13.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $19.2M.

  • 112 institutional investors held M/I Homes (MHO) as of Q4 2014, up from 101 in Q3 2014.
  • Funds reported $589M of M/I Homes stock for Q4 2014, up 14% quarter-over-quarter.
  • 15 funds opened new M/I Homes positions in Q4 2014 and 2 closed out, a net change of +13 holders.
  • The largest M/I Homes buyer in Q4 2014 was Franklin Resources, an estimated $13.5M added.
  • The largest M/I Homes seller in Q4 2014 was T. Rowe Price Associates, an estimated $19.2M sold.

Based on aggregated 13F filings for Q4 2014.