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M/I Homes

152 hedge funds and large institutions have $756M invested in M/I Homes in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 42 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 42

8% more capital invested

Capital invested by funds: $700M → $756M (+$56.4M)

0.58% more ownership

Funds ownership: 95.51%96.09% (+0.58%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less funds holding

Funds holding: 161152 (-9)

20% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 25

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $42K

Holders
152
Holders Change
-9
Holders Change %
-5.59%
% of All Funds
3.3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
59
Reduced
42
Closed
25
Calls
Puts
$42K
Net Calls
-$42K
Net Calls Change
+$104K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$1.66M +$1.06M +37,490 +173%
Barrow, Hanley, Mewhinney & Strauss
52
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.5M -$56.9K -2,018 -4%
MERSOM
53
Municipal Employees' Retirement System of Michigan
Michigan
$1.48M -$187K -6,630 -11%
Barclays
54
Barclays
United Kingdom
$1.47M +$878K +31,140 +153%
Swiss National Bank
55
Swiss National Bank
Switzerland
$1.46M +$19.7K +700 +1%
Wells Fargo
56
Wells Fargo
California
$1.45M +$20.4K +722 +1%
Grantham, Mayo, Van Otterloo & Co (GMO)
57
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.4M -$22.6K -800 -2%
Hotchkis & Wiley Capital Management
58
Hotchkis & Wiley Capital Management
California
$1.39M -$1.6M -56,780 -54%
IA
59
IndexIQ Advisors
New York
$1.36M -$302K -10,724 -18%
DM
60
Delphi Management
Massachusetts
$1.32M +$85 +3 +0%
Bessemer Group
61
Bessemer Group
New Jersey
$1.32M +$1.3M +46,100 New
Goldman Sachs
62
Goldman Sachs
New York
$1.25M -$9.57M -339,384 -89%
MA
63
Mutual Advisors
Nebraska
$1.24M
ASRS
64
Arizona State Retirement System
Arizona
$1.22M +$8.74K +310 +0.7%
TAM
65
Tocqueville Asset Management
New York
$1.19M
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$1.17M -$16K -567 -1%
AG
67
Aperio Group
California
$1.14M +$276K +9,782 +32%
AllianceBernstein
68
AllianceBernstein
Tennessee
$1.12M +$316K +11,200 +40%
MWNA
69
Marshall Wace North America
New York
$1.1M +$1.09M +38,633 New
California Public Employees Retirement System
70
California Public Employees Retirement System
California
$1.04M -$339K -12,022 -25%
Canada Life
71
Canada Life
Manitoba, Canada
$1.03M
UBS AM
72
UBS AM
Illinois
$949K +$158K +5,612 +20%
KWA
73
KCS Wealth Advisory
California
$920K +$25.3K +898 +3%
FQ
74
First Quadrant
California
$890K +$879K +31,189 New
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$856K -$94.4K -3,348 -10%

MHO Hedge Fund Activity: Q2 2019 in Review

152 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in M/I Homes (MHO) for Q2 2019, worth a combined $756M — up 8.1% from $700M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of MHO and 20 opened new positions — a net loss of 5 holders — while 42 trimmed existing stakes and 59 added.

The largest buyer was Fidelity Investments, adding an estimated $11.6M. The largest seller was Donald Smith & Co, cutting an estimated $12.3M.

  • 152 institutional investors held M/I Homes (MHO) as of Q2 2019, down from 161 in Q1 2019.
  • Funds reported $756M of M/I Homes stock for Q2 2019, up 8.1% quarter-over-quarter.
  • 20 funds opened new M/I Homes positions in Q2 2019 and 25 closed out, a net change of -5 holders.
  • The largest M/I Homes buyer in Q2 2019 was Fidelity Investments, an estimated $11.6M added.
  • The largest M/I Homes seller in Q2 2019 was Donald Smith & Co, an estimated $12.3M sold.

Based on aggregated 13F filings for Q2 2019.