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M/I Homes
MHO

149 hedge funds and large institutions have $650M invested in M/I Homes in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 56 increasing their positions, 54 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.44% more ownership

Funds ownership: 93.71% → 95.14% (+1.4%)

4% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 54

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

7% less funds holding

Funds holding: 160 → 149 (-11)

8% less capital invested

Capital invested by funds: $709M → $650M (-$58.4M)

42% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 24

Holders
149
Holders Change
-11
Holders Change %
-6.88%
% of All Funds
3.41%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
56
Reduced
54
Closed
24
Calls
$208K
Puts
–
Net Calls
+$208K
Net Calls Change
+$608K

Top Buyers

Rank Fund Capital Flow
1
TC
Towle & Co
Colorado
+$19.6M
2
BlackRock
BlackRock
New York
+$13.6M
3
Citadel Advisors
Citadel Advisors
Florida
+$11.3M
4
Bank of America
Bank of America
North Carolina
+$7.21M
5
DSC
Donald Smith & Co
New York
+$3.1M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$12.9M
2
Franklin Resources
Franklin Resources
California
-$11.6M
3
Millennium Management
Millennium Management
New York
-$10.6M
4
Renaissance Technologies
Renaissance Technologies
New York
-$3.68M
5
CAM
ClariVest Asset Management
California
-$2.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$5.97M +$1.29M +49,548 +25%
Principal Financial Group
27
Principal Financial Group
Iowa
$5.54M +$203K +7,816 +3%
LSV Asset Management
28
LSV Asset Management
Illinois
$5.41M -$311K -12,000 -5%
TAM
29
THB Asset Management
Connecticut
$4.76M +$47.7K +1,840 +0.9%
Nordea Investment Management
30
Nordea Investment Management
Sweden
$4.06M -$1.96M -75,700 -31%
Hotchkis & Wiley Capital Management
31
Hotchkis & Wiley Capital Management
California
$3.4M +$1.36M +52,601 +59%
Deutsche Bank
32
Deutsche Bank
Germany
$3.39M -$316K -12,179 -8%
USAA
33
United Services Automobile Association
Texas
$3.32M +$32.3K +1,245 +0.9%
TCIM
34
TIAA CREF Investment Management
New York
$3.29M -$933K -35,954 -21%
Invesco
35
Invesco
Georgia
$3.26M +$124K +4,771 +4%
TAM
36
Tocqueville Asset Management
New York
$2.95M -$78.6K -3,028 -2%
Renaissance Technologies
37
Renaissance Technologies
New York
$2.68M -$3.68M -141,695 -56%
Assenagon Asset Management
38
Assenagon Asset Management
Luxembourg
$2.5M +$2.71M +104,354 New
PPA
39
Parametric Portfolio Associates
Washington
$2.29M -$126K -4,855 -5%
JIR
40
James Investment Research
Ohio
$1.95M +$41.4K +1,595 +2%
Fisher Asset Management
41
Fisher Asset Management
Washington
$1.82M -$844K -32,525 -30%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$1.74M -$24.8K -957 -1%
DM
43
Delphi Management
Massachusetts
$1.74M -$21.6K -831 -1%
ZIM
44
ZPR Investment Management
Florida
$1.72M -$902K -34,750 -33%
IA
45
IndexIQ Advisors
New York
$1.71M +$70K +2,697 +4%
New York State Teachers Retirement System (NYSTRS)
46
New York State Teachers Retirement System (NYSTRS)
New York
$1.68M – – –
Barrow, Hanley, Mewhinney & Strauss
47
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.66M -$199K -7,687 -10%
TA
48
Teachers Advisors
New York
$1.58M +$55.8K +2,152 +3%
Prudential Financial
49
Prudential Financial
New Jersey
$1.57M -$140K -5,400 -8%
JP Morgan Chase
50
JP Morgan Chase
New York
$1.48M +$438K +16,864 +38%
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MHO Hedge Fund Activity: Q3 2018 in Review

149 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in M/I Homes (MHO) for Q3 2018, worth a combined $650M — down 8.2% from $709M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of MHO and 14 opened new positions — a net loss of 10 holders — while 54 trimmed existing stakes and 56 added.

The largest buyer was Towle & Co, opening a new position worth an estimated $19.6M. The largest seller was Wellington Management Group, cutting an estimated $12.9M.

  • 149 institutional investors held M/I Homes (MHO) as of Q3 2018, down from 160 in Q2 2018.
  • Funds reported $650M of M/I Homes stock for Q3 2018, down 8.2% quarter-over-quarter.
  • 14 funds opened new M/I Homes positions in Q3 2018 and 24 closed out, a net change of -10 holders.
  • The largest M/I Homes buyer in Q3 2018 was Towle & Co, an estimated $19.6M added.
  • The largest M/I Homes seller in Q3 2018 was Wellington Management Group, an estimated $12.9M sold.

Based on aggregated 13F filings for Q3 2018.