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M/I Homes
MHO

135 hedge funds and large institutions have $627M invested in M/I Homes in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 36 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 36

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

6% more capital invested

Capital invested by funds: $593M → $627M (+$34.6M)

1% more funds holding

Funds holding: 134 → 135 (+1)

1.46% less ownership

Funds ownership: 102.47% → 101.01% (-1.5%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
135
Holders Change
+1
Holders Change %
+0.75%
% of All Funds
3.38%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
21
Increased
51
Reduced
36
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OCG
Opus Capital Group
Ohio
+$7.05M
2
TA
Teachers Advisors
New York
+$5.82M
3
BFA
BlackRock Fund Advisors
California
+$5M
4
GC
Guggenheim Capital
Illinois
+$4.22M
5
Renaissance Technologies
Renaissance Technologies
New York
+$3.95M

Top Sellers

1
EIP
Epoch Investment Partners
New York
-$22.6M
2
GC
Gratia Capital
California
-$9.98M
3
TSW
Thompson Siegel & Walmsley
Virginia
-$9.91M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$7.48M
5
WRF
Waddell & Reed Financial
Kansas
-$3.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$4.7M +$1.23M +52,360 +39%
Principal Financial Group
27
Principal Financial Group
Iowa
$4.55M +$57.5K +2,439 +1%
GC
28
Guggenheim Capital
Illinois
$4.51M +$4.22M +179,100 New
Allianz Asset Management
29
Allianz Asset Management
Germany
$3.98M +$1.24M +52,721 +50%
ECM
30
Element Capital Management
New York
$3.83M – – –
PCM
31
Piermont Capital Management
Missouri
$3.51M +$913K +38,740 +39%
BIM
32
BlackRock Investment Management
Delaware
$3.36M +$520K +22,071 +20%
Ameriprise
33
Ameriprise
Minnesota
$3.23M +$32.7K +1,387 +1%
Charles Schwab
34
Charles Schwab
California
$3.21M +$862K +36,604 +40%
Nordea Investment Management
35
Nordea Investment Management
Sweden
$3.15M +$1.25M +53,200 +74%
JIR
36
James Investment Research
Ohio
$3.15M +$1.09M +46,410 +59%
GC
37
Gratia Capital
California
$2.89M -$9.98M -423,692 -79%
ECM
38
EII Capital Management
New York
$2.47M -$7.07K -300 -0.3%
FP
39
Foundry Partners
Minnesota
$2.34M +$1.41M +59,655 +180%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$2.21M -$7.48M -317,532 -77%
Los Angeles Capital Management
41
Los Angeles Capital Management
California
$2.2M +$2.06M +87,459 New
Morgan Stanley
42
Morgan Stanley
New York
$1.88M -$24.8K -1,054 -1%
Invesco
43
Invesco
Georgia
$1.77M -$116K -4,916 -7%
New York State Teachers Retirement System (NYSTRS)
44
New York State Teachers Retirement System (NYSTRS)
New York
$1.74M – – –
VOYA Investment Management
45
VOYA Investment Management
Georgia
$1.73M -$23.2K -984 -1%
TCIM
46
TIAA CREF Investment Management
New York
$1.7M -$23.6K -1,002 -1%
Victory Capital Management
47
Victory Capital Management
Texas
$1.66M +$503K +21,370 +48%
Ohio Public Employees Retirement System (OPERS)
48
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.65M +$1.66M +70,300 New
JP Morgan Chase
49
JP Morgan Chase
New York
$1.6M +$1.47M +62,309 +4,771%
Bank of America
50
Bank of America
North Carolina
$1.48M +$434K +18,413 +46%
1
2
3 4 5

MHO Hedge Fund Activity: Q4 2016 in Review

135 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in M/I Homes (MHO) for Q4 2016, worth a combined $627M — up 5.8% from $593M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MHO positions and 18 closed out — a net gain of 3 holders — while 51 added to existing stakes and 36 trimmed.

The largest buyer was Opus Capital Group, opening a new position worth an estimated $7.05M. The largest seller was Epoch Investment Partners, exiting entirely with an estimated $22.6M sold.

  • 135 institutional investors held M/I Homes (MHO) as of Q4 2016, up from 134 in Q3 2016.
  • Funds reported $627M of M/I Homes stock for Q4 2016, up 5.8% quarter-over-quarter.
  • 21 funds opened new M/I Homes positions in Q4 2016 and 18 closed out, a net change of +3 holders.
  • The largest M/I Homes buyer in Q4 2016 was Opus Capital Group, an estimated $7.05M added.
  • The largest M/I Homes seller in Q4 2016 was Epoch Investment Partners, an estimated $22.6M sold.

Based on aggregated 13F filings for Q4 2016.