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M/I Homes
MHO

290 hedge funds and large institutions have $3.14B invested in M/I Homes in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 114 increasing their positions, 97 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $22.3M | Put options by funds: $11.6M

18% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 97

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

2.53% less ownership

Funds ownership: 95.2% → 92.67% (-2.5%)

4% less funds holding

Funds holding: 302 → 290 (-12)

13% less capital invested

Capital invested by funds: $3.6B → $3.14B (-$465M)

18% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 50

Holders
290
Holders Change
-12
Holders Change %
-3.97%
% of All Funds
4.19%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
41
Increased
114
Reduced
97
Closed
50
Calls
$22.3M
Puts
$11.6M
Net Calls
+$10.6M
Net Calls Change
-$3.79M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$21.7M
2
State Street
State Street
Massachusetts
+$17.7M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$7.46M
4
Jane Street
Jane Street
New York
+$6.9M
5
Renaissance Technologies
Renaissance Technologies
New York
+$6.31M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$38.4M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$18.6M
3
BlackRock
BlackRock
New York
-$16.7M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$16.2M
5
DSC
Donald Smith & Co
New York
-$12.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$18.3M -$729K -5,963 -4%
RA
27
Royce & Associates
New York
$18.1M +$1.03M +8,443 +6%
Allianz Asset Management
28
Allianz Asset Management
Germany
$15.2M +$4.89M +40,011 +47%
Qube Research & Technologies (QRT)
29
Qube Research & Technologies (QRT)
United Kingdom
$14.2M -$2.42M -19,768 -15%
Ameriprise
30
Ameriprise
Minnesota
$13M -$1.1M -9,020 -8%
EF
31
Empowered Funds
Pennsylvania
$12.7M +$718K +5,872 +6%
BGIM
32
Brandywine Global Investment Management
Pennsylvania
$12.4M +$120K +981 +1%
Prudential Financial
33
Prudential Financial
New Jersey
$11.1M +$3.1M +25,365 +39%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$10.9M -$108K -885 -1%
Nordea Investment Management
35
Nordea Investment Management
Sweden
$10.6M -$1.82M -14,903 -15%
Barclays
36
Barclays
United Kingdom
$10.6M +$268K +2,195 +3%
Bank of America
37
Bank of America
North Carolina
$10.5M -$24K -196 -0.2%
SEI Investments
38
SEI Investments
Pennsylvania
$10.3M +$30.9K +253 +0.3%
Victory Capital Management
39
Victory Capital Management
Texas
$10.1M +$244K +2,000 +2%
Russell Investments Group
40
Russell Investments Group
United Kingdom
$9.81M -$314K -2,568 -3%
Renaissance Technologies
41
Renaissance Technologies
New York
$9.67M +$6.31M +51,600 +187%
Jane Street
42
Jane Street
New York
$9.59M +$6.9M +56,464 +256%
Legal & General Group
43
Legal & General Group
United Kingdom
$9.54M -$114K -936 -1%
Hotchkis & Wiley Capital Management
44
Hotchkis & Wiley Capital Management
California
$9.1M +$587K +4,800 +7%
AQR Capital Management
45
AQR Capital Management
Connecticut
$8.91M +$79.6K +651 +0.9%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$8.36M +$45K +368 +0.5%
AG
47
Algert Global
California
$7.71M +$1.48M +12,123 +24%
Balyasny Asset Management
48
Balyasny Asset Management
Illinois
$7.45M +$7.46M +61,023 New
Public Sector Pension Investment Board (PSP Investments)
49
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.45M +$481K +3,931 +7%
SCP
50
Steamboat Capital Partners
New York
$7.33M +$1.21M +9,884 +20%
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MHO Hedge Fund Activity: Q2 2024 in Review

290 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in M/I Homes (MHO) for Q2 2024, worth a combined $3.14B — down 13% from $3.6B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of MHO and 41 opened new positions — a net loss of 9 holders — while 97 trimmed existing stakes and 114 added.

The largest buyer was Goldman Sachs, adding an estimated $21.7M. The largest seller was Pacer Advisors, cutting an estimated $38.4M.

  • 290 institutional investors held M/I Homes (MHO) as of Q2 2024, down from 302 in Q1 2024.
  • Funds reported $3.14B of M/I Homes stock for Q2 2024, down 13% quarter-over-quarter.
  • 41 funds opened new M/I Homes positions in Q2 2024 and 50 closed out, a net change of -9 holders.
  • The largest M/I Homes buyer in Q2 2024 was Goldman Sachs, an estimated $21.7M added.
  • The largest M/I Homes seller in Q2 2024 was Pacer Advisors, an estimated $38.4M sold.

Based on aggregated 13F filings for Q2 2024.