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M/I Homes
MHO

149 hedge funds and large institutions have $562M invested in M/I Homes in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 49 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

0.68% more ownership

Funds ownership: 95.14% → 95.82% (+0.68%)

0% more funds holding

Funds holding: 149 → 149 (0)

13% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 56

14% less capital invested

Capital invested by funds: $650M → $562M (-$88M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $63K

Holders
149
Holders Change
–
Holders Change %
0%
% of All Funds
3.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
19
Increased
49
Reduced
56
Closed
18
Calls
–
Puts
$63K
Net Calls
-$63K
Net Calls Change
-$271K

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$12.5M
2
DSC
Donald Smith & Co
New York
+$12.3M
3
TC
Towle & Co
Colorado
+$7.76M
4
QGA
Q Global Advisors
Texas
+$5.57M
5
BlackRock
BlackRock
New York
+$5.29M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$23.3M
2
GC
Gratia Capital
California
-$9.37M
3
Goldman Sachs
Goldman Sachs
New York
-$7M
4
Citadel Advisors
Citadel Advisors
Florida
-$6.98M
5
BCM
Basswood Capital Management
New York
-$6.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$4.76M -$115K -5,000 -2%
LSV Asset Management
27
LSV Asset Management
Illinois
$4.67M -$90K -3,900 -2%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$4.45M +$3.49M +151,300 +251%
TAM
29
THB Asset Management
Connecticut
$4.12M -$63K -2,728 -1%
Morgan Stanley
30
Morgan Stanley
New York
$4.1M -$2M -86,569 -31%
Invesco
31
Invesco
Georgia
$3.96M +$1.21M +52,406 +39%
HSBC Holdings
32
HSBC Holdings
United Kingdom
$2.89M +$2.94M +127,442 +1,252%
Hotchkis & Wiley Capital Management
33
Hotchkis & Wiley Capital Management
California
$2.86M -$140K -6,087 -4%
UBS Group
34
UBS Group
Switzerland
$2.85M +$2.45M +106,003 +360%
TAM
35
Tocqueville Asset Management
New York
$2.58M -$13.9K -604 -0.5%
Renaissance Technologies
36
Renaissance Technologies
New York
$2.4M +$55.3K +2,395 +2%
Nordea Investment Management
37
Nordea Investment Management
Sweden
$2.34M -$1.34M -58,000 -34%
USAA
38
United Services Automobile Association
Texas
$2.31M -$669K -29,004 -21%
PPA
39
Parametric Portfolio Associates
Washington
$2.05M +$36.6K +1,587 +2%
TCIM
40
TIAA CREF Investment Management
New York
$2.01M -$970K -42,031 -31%
Millennium Management
41
Millennium Management
New York
$1.86M -$23.3M -1,007,832 -92%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$1.79M +$288K +12,493 +17%
Fisher Asset Management
43
Fisher Asset Management
Washington
$1.76M +$178K +7,722 +10%
JP Morgan Chase
44
JP Morgan Chase
New York
$1.68M +$421K +18,263 +30%
DM
45
Delphi Management
Massachusetts
$1.61M +$89.7K +3,889 +5%
GC
46
Gratia Capital
California
$1.51M -$9.37M -405,902 -85%
New York State Teachers Retirement System (NYSTRS)
47
New York State Teachers Retirement System (NYSTRS)
New York
$1.47M -$2.63K -114 -0.2%
IA
48
IndexIQ Advisors
New York
$1.39M -$124K -5,386 -8%
TA
49
Teachers Advisors
New York
$1.38M -$13.5K -587 -0.9%
VOYA Investment Management
50
VOYA Investment Management
Georgia
$1.28M +$3K +130 +0.2%
1
2
3 4 5

MHO Hedge Fund Activity: Q4 2018 in Review

149 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in M/I Homes (MHO) for Q4 2018, worth a combined $562M — down 14% from $650M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new MHO positions and 18 closed out — a net gain of 1 holder — while 49 added to existing stakes and 56 trimmed.

The largest buyer was Franklin Resources, adding an estimated $12.5M. The largest seller was Millennium Management, cutting an estimated $23.3M.

  • 149 institutional investors held M/I Homes (MHO) as of Q4 2018, unchanged from Q3 2018.
  • Funds reported $562M of M/I Homes stock for Q4 2018, down 14% quarter-over-quarter.
  • 19 funds opened new M/I Homes positions in Q4 2018 and 18 closed out, a net change of +1 holder.
  • The largest M/I Homes buyer in Q4 2018 was Franklin Resources, an estimated $12.5M added.
  • The largest M/I Homes seller in Q4 2018 was Millennium Management, an estimated $23.3M sold.

Based on aggregated 13F filings for Q4 2018.