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M/I Homes

174 hedge funds and large institutions have $875M invested in M/I Homes in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 59 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $1.06M | Put options by funds: $601K

5% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 59

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.65% less ownership

Funds ownership: 99.23%98.58% (-0.65%)

3% less funds holding

Funds holding: 179174 (-5)

7% less capital invested

Capital invested by funds: $939M → $875M (-$64.3M)

16% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 25

Holders
174
Holders Change
-5
Holders Change %
-2.79%
% of All Funds
3.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
21
Increased
62
Reduced
59
Closed
25
Calls
$1.06M
Puts
$601K
Net Calls
+$463K
Net Calls Change
-$434K
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$6.84M +$270K +8,217 +4%
TAM
27
THB Asset Management
Connecticut
$6.81M +$160K +4,865 +2%
TCIM
28
TIAA CREF Investment Management
New York
$6.57M -$38.2K -1,165 -0.6%
Charles Schwab
29
Charles Schwab
California
$6.38M +$1.16M +35,252 +21%
CP
30
Covalent Partners
Massachusetts
$5.97M +$627K +19,100 +11%
Deutsche Bank
31
Deutsche Bank
Germany
$5.85M -$4.78M -145,731 -44%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$5.73M +$1.35M +41,214 +30%
TAM
33
Tocqueville Asset Management
New York
$5.04M -$16.4K -500 -0.3%
CAM
34
Cortina Asset Management
Wisconsin
$4.93M -$660K -20,102 -11%
Bank of America
35
Bank of America
North Carolina
$4.86M +$3.19M +97,167 +175%
AWCI
36
Alpine Woods Capital Investors
New York
$4.46M +$4.6M +140,000 New
Fisher Asset Management
37
Fisher Asset Management
Washington
$4.42M -$47.2K -1,438 -1%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$4.07M -$1.14M -34,590 -21%
AQR Capital Management
39
AQR Capital Management
Connecticut
$4.05M +$496K +15,123 +14%
Morgan Stanley
40
Morgan Stanley
New York
$4M -$950K -28,954 -19%
PPA
41
Parametric Portfolio Associates
Washington
$3.2M -$199K -6,066 -6%
ZIM
42
ZPR Investment Management
Florida
$3.15M -$53.7K -1,635 -2%
BGIM
43
Brandywine Global Investment Management
Pennsylvania
$3.03M -$121K -3,682 -4%
Allianz Asset Management
44
Allianz Asset Management
Germany
$2.69M -$3.15M -95,926 -53%
USAA
45
United Services Automobile Association
Texas
$2.62M +$443K +13,505 +20%
AIA
46
Avalon Investment & Advisory
Texas
$2.6M +$258K +7,871 +11%
LG
47
Leuthold Group
Minnesota
$2.59M -$406K -12,368 -13%
BCM
48
Bridgeway Capital Management
Texas
$2.54M
JIR
49
James Investment Research
Ohio
$2.54M +$13.8K +420 +0.5%
Barrow, Hanley, Mewhinney & Strauss
50
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.45M -$7.71K -235 -0.3%

MHO Hedge Fund Activity: Q1 2018 in Review

174 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in M/I Homes (MHO) for Q1 2018, worth a combined $875M — down 6.8% from $939M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of MHO and 21 opened new positions — a net loss of 4 holders — while 59 trimmed existing stakes and 62 added.

The largest buyer was Nuveen, adding an estimated $29.8M. The largest seller was Franklin Resources, cutting an estimated $45.4M.

  • 174 institutional investors held M/I Homes (MHO) as of Q1 2018, down from 179 in Q4 2017.
  • Funds reported $875M of M/I Homes stock for Q1 2018, down 6.8% quarter-over-quarter.
  • 21 funds opened new M/I Homes positions in Q1 2018 and 25 closed out, a net change of -4 holders.
  • The largest M/I Homes buyer in Q1 2018 was Nuveen, an estimated $29.8M added.
  • The largest M/I Homes seller in Q1 2018 was Franklin Resources, an estimated $45.4M sold.

Based on aggregated 13F filings for Q1 2018.