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M/I Homes

134 hedge funds and large institutions have $593M invested in M/I Homes in 2016 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

25% more capital invested

Capital invested by funds: $473M → $593M (+$120M)

12% more funds holding

Funds holding: 120134 (+14)

0.72% more ownership

Funds ownership: 101.74%102.47% (+0.72%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 41

92% less call options, than puts

Call options by funds: $33K | Put options by funds: $400K

Holders
134
Holders Change
+14
Holders Change %
+11.67%
% of All Funds
3.58%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
41
Reduced
41
Closed
8
Calls
$33K
Puts
$400K
Net Calls
-$367K
Net Calls Change
-$328K
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$4.21M +$108K +4,880 +3%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$3.96M +$31K +1,401 +0.8%
WRF
28
Waddell & Reed Financial
Kansas
$3.91M +$3.67M +165,800 New
ECM
29
Element Capital Management
New York
$3.59M
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$3.17M +$166K +7,525 +6%
Ameriprise
31
Ameriprise
Minnesota
$2.99M +$62.7K +2,836 +2%
Fisher Asset Management
32
Fisher Asset Management
Washington
$2.85M -$852K -38,515 -24%
SAMC
33
Shinko Asset Management Company
Japan
$2.85M -$852K -38,515 -24%
BIM
34
BlackRock Investment Management
Delaware
$2.62M -$84.3K -3,810 -3%
Allianz Asset Management
35
Allianz Asset Management
Germany
$2.49M -$46K -2,077 -2%
NFA
36
Nationwide Fund Advisors
Ohio
$2.42M -$80.3K -3,630 -3%
PCM
37
Piermont Capital Management
Missouri
$2.37M -$17.5K -790 -0.8%
ECM
38
EII Capital Management
New York
$2.32M +$661K +29,885 +44%
Renaissance Technologies
39
Renaissance Technologies
New York
$2.26M +$1.68M +76,100 +382%
Charles Schwab
40
Charles Schwab
California
$2.14M +$88K +3,978 +5%
WSA
41
Wall Street Associates
California
$2.06M
MTB
42
Mizuho Trust & Banking
Japan
$2.01M
JIR
43
James Investment Research
Ohio
$1.85M +$1.74M +78,515 New
Morgan Stanley
44
Morgan Stanley
New York
$1.79M -$199K -8,974 -11%
Invesco
45
Invesco
Georgia
$1.78M +$200K +9,028 +14%
Nordea Investment Management
46
Nordea Investment Management
Sweden
$1.7M +$1.59M +71,900 New
Lord, Abbett & Co
47
Lord, Abbett & Co
New Jersey
$1.65M +$1.55M +70,000 New
New York State Teachers Retirement System (NYSTRS)
48
New York State Teachers Retirement System (NYSTRS)
New York
$1.63M +$4.42K +200 +0.3%
DM
49
Delphi Management
Massachusetts
$1.21M +$1.14M +51,363 New
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$1.18M +$11.1K +500 +1%

MHO Hedge Fund Activity: Q3 2016 in Review

134 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in M/I Homes (MHO) for Q3 2016, worth a combined $593M — up 25% from $473M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MHO positions and 8 closed out — a net gain of 14 holders — while 41 added to existing stakes and 41 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $9.93M. The largest seller was Gratia Capital, cutting an estimated $15.2M.

  • 134 institutional investors held M/I Homes (MHO) as of Q3 2016, up from 120 in Q2 2016.
  • Funds reported $593M of M/I Homes stock for Q3 2016, up 25% quarter-over-quarter.
  • 22 funds opened new M/I Homes positions in Q3 2016 and 8 closed out, a net change of +14 holders.
  • The largest M/I Homes buyer in Q3 2016 was Fidelity Investments, an estimated $9.93M added.
  • The largest M/I Homes seller in Q3 2016 was Gratia Capital, an estimated $15.2M sold.

Based on aggregated 13F filings for Q3 2016.