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M/I Homes
MHO

143 hedge funds and large institutions have $613M invested in M/I Homes in 2017 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

16% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 45

6% more funds holding

Funds holding: 135 → 143 (+8)

0.05% more ownership

Funds ownership: 101.01% → 101.06% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $627M → $613M (-$14.3M)

Holders
143
Holders Change
+8
Holders Change %
+5.93%
% of All Funds
3.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
52
Reduced
45
Closed
9
Calls
$10K
Puts
–
Net Calls
+$10K
Net Calls Change
+$10K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$87.4M
2
Millennium Management
Millennium Management
New York
+$6.91M
3
KCM
Kennedy Capital Management
Missouri
+$6.57M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$4.79M
5
GC
Gratia Capital
California
+$4.45M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$10.8M
2
Franklin Resources
Franklin Resources
California
-$8.91M
3
Goldman Sachs
Goldman Sachs
New York
-$5.89M
4
ECM
Element Capital Management
New York
-$3.83M
5
WC
Walthausen & Co
New York
-$3.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$4.62M -$145K -5,896 -3%
Principal Financial Group
27
Principal Financial Group
Iowa
$4.61M +$179K +7,299 +4%
BCM
28
Breithorn Capital Management
New York
$4.24M -$434K -17,690 -9%
BC
29
Brookfield Corp
Ontario, Canada
$3.98M +$3.98M +162,400 New
Nordea Investment Management
30
Nordea Investment Management
Sweden
$3.79M +$726K +29,600 +24%
GC
31
Guggenheim Capital
Illinois
$3.65M -$736K -30,040 -17%
Charles Schwab
32
Charles Schwab
California
$3.25M +$125K +5,106 +4%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$3.25M -$1.33M -54,192 -29%
PCM
34
Piermont Capital Management
Missouri
$3.19M -$226K -9,220 -7%
Allianz Asset Management
35
Allianz Asset Management
Germany
$2.93M -$952K -38,824 -25%
JIR
36
James Investment Research
Ohio
$2.77M -$288K -11,760 -9%
ECM
37
EII Capital Management
New York
$2.4M – – –
Fisher Asset Management
38
Fisher Asset Management
Washington
$2.21M +$775K +31,616 +54%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$2.07M -$10.8M -440,290 -84%
BCM
40
Bridgeway Capital Management
Texas
$1.95M +$1.95M +79,700 New
Los Angeles Capital Management
41
Los Angeles Capital Management
California
$1.91M -$237K -9,650 -11%
Invesco
42
Invesco
Georgia
$1.88M +$156K +6,383 +9%
Deutsche Bank
43
Deutsche Bank
Germany
$1.83M +$825K +33,677 +82%
Bank of America
44
Bank of America
North Carolina
$1.78M +$341K +13,894 +24%
Morgan Stanley
45
Morgan Stanley
New York
$1.76M -$67.2K -2,740 -4%
Ohio Public Employees Retirement System (OPERS)
46
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.72M – – –
New York State Teachers Retirement System (NYSTRS)
47
New York State Teachers Retirement System (NYSTRS)
New York
$1.69M – – –
VOYA Investment Management
48
VOYA Investment Management
Georgia
$1.69M – – –
TCIM
49
TIAA CREF Investment Management
New York
$1.55M -$97.5K -3,977 -6%
Victory Capital Management
50
Victory Capital Management
Texas
$1.41M -$203K -8,276 -13%
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MHO Hedge Fund Activity: Q1 2017 in Review

143 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in M/I Homes (MHO) for Q1 2017, worth a combined $613M — down 2.3% from $627M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new MHO positions and 9 closed out — a net gain of 16 holders — while 52 added to existing stakes and 45 trimmed.

The largest buyer was BlackRock, adding an estimated $87.4M. The largest seller was Fidelity Investments, cutting an estimated $10.8M.

  • 143 institutional investors held M/I Homes (MHO) as of Q1 2017, up from 135 in Q4 2016.
  • Funds reported $613M of M/I Homes stock for Q1 2017, down 2.3% quarter-over-quarter.
  • 25 funds opened new M/I Homes positions in Q1 2017 and 9 closed out, a net change of +16 holders.
  • The largest M/I Homes buyer in Q1 2017 was BlackRock, an estimated $87.4M added.
  • The largest M/I Homes seller in Q1 2017 was Fidelity Investments, an estimated $10.8M sold.

Based on aggregated 13F filings for Q1 2017.