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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
Legal & General Group
51
Legal & General Group
United Kingdom
$1.47M +$128K +4,925 +9%
VOYA Investment Management
52
VOYA Investment Management
Georgia
$1.46M -$430K -16,583 -21%
Fidelity Investments
53
Fidelity Investments
Massachusetts
$1.44M +$786K +30,300 +101%
O
54
OppenheimerFunds
New York
$1.28M +$268K +10,312 +24%
PP
55
PDT Partners
New York
$1.28M -$5.63K -217 -0.4%
Swiss National Bank
56
Swiss National Bank
Switzerland
$1.15M – – –
Wells Fargo
57
Wells Fargo
California
$1.07M +$72.5K +2,794 +7%
AQR Capital Management
58
AQR Capital Management
Connecticut
$1.02M -$2.27M -87,607 -67%
Barclays
59
Barclays
United Kingdom
$1.02M -$149K -5,759 -12%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$1.01M -$78 -3 -0%
PI
61
PineBridge Investments
New York
$999K -$239K -9,192 -18%
ASRS
62
Arizona State Retirement System
Arizona
$992K -$4.64K -179 -0.4%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$908K -$77.8K -3,000 -7%
Canada Life
64
Canada Life
Manitoba, Canada
$865K – – –
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$790K – – –
AG
66
Aperio Group
California
$769K +$159K +6,115 +24%
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$752K – – –
MA
68
Mutual Advisors
Nebraska
$747K +$810K +31,200 New
UBS Group
69
UBS Group
Switzerland
$705K +$390K +15,026 +104%
DCM
70
Dupont Capital Management
Delaware
$690K +$225K +8,673 +43%
AllianceBernstein
71
AllianceBernstein
Tennessee
$670K – – –
KWA
72
KCS Wealth Advisory
California
$627K +$312K +12,022 +85%
Comerica Bank
73
Comerica Bank
Texas
$611K -$67.1K -2,587 -9%
IA
74
Icon Advisers
Colorado
$589K -$280K -10,800 -31%
MDCM
75
Morgan Dempsey Capital Management
Wisconsin
$587K -$4.72K -182 -0.7%
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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.