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M/I Homes
MHO

221 hedge funds and large institutions have $1.14B invested in M/I Homes in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 75 increasing their positions, 80 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.02% more ownership

Funds ownership: 87.81% → 89.82% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

3% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 40

6% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 80

1% less funds holding

Funds holding: 224 → 221 (-3)

28% less capital invested

Capital invested by funds: $1.59B → $1.14B (-$451M)

59% less call options, than puts

Call options by funds: $1.63M | Put options by funds: $4.01M

Holders
221
Holders Change
-3
Holders Change %
-1.34%
% of All Funds
3.49%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
39
Increased
75
Reduced
80
Closed
40
Calls
$1.63M
Puts
$4.01M
Net Calls
-$2.38M
Net Calls Change
-$1.96M

Top Buyers

Rank Fund Capital Flow
1
DSC
Donald Smith & Co
New York
+$19.4M
2
Franklin Resources
Franklin Resources
California
+$9.46M
3
TC
Towle & Co
Colorado
+$7.89M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$5.76M
5
VC
Voss Capital
Texas
+$5.1M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$22.3M
2
BCM
Basswood Capital Management
New York
-$14.5M
3
FP
Foundry Partners
Minnesota
-$7.32M
4
PAM
Panagora Asset Management
Massachusetts
-$5.25M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$5.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Investments
51
Two Sigma Investments
New York
$3.1M +$3.14M +61,658 +751%
Swiss National Bank
52
Swiss National Bank
Switzerland
$3.05M +$219K +4,300 +7%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$3.03M +$728K +14,287 +26%
PAM
54
Panagora Asset Management
Massachusetts
$2.93M -$5.25M -103,014 -61%
New York State Teachers Retirement System (NYSTRS)
55
New York State Teachers Retirement System (NYSTRS)
New York
$2.87M -$56.1K -1,100 -2%
SEI Investments
56
SEI Investments
Pennsylvania
$2.74M -$8.41K -165 -0.3%
AQR Capital Management
57
AQR Capital Management
Connecticut
$2.56M +$476K +9,334 +19%
Barclays
58
Barclays
United Kingdom
$2.5M -$1.31M -25,681 -31%
Public Sector Pension Investment Board (PSP Investments)
59
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.41M -$253K -4,960 -8%
Holocene Advisors
60
Holocene Advisors
New York
$2.35M +$2.7M +52,957 New
CCPM
61
Cooper Creek Partners Management
New York
$2.22M – – –
RCG
62
Rock Creek Group
District of Columbia
$2.22M +$2.55M +50,000 New
VCM
63
Venator Capital Management
Ontario, Canada
$2.13M +$2.45M +48,000 New
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$2.04M +$603K +11,830 +35%
Citigroup
65
Citigroup
New York
$1.88M -$153K -2,991 -7%
RC
66
RBF Capital
California
$1.87M – – –
American Century Companies
67
American Century Companies
Missouri
$1.87M +$377K +7,390 +21%
BC
68
Brookfield Corp
Ontario, Canada
$1.85M +$2.13M +41,828 New
RJA
69
Raymond James & Associates
Florida
$1.85M +$175K +3,425 +9%
Tudor Investment Corp
70
Tudor Investment Corp
Connecticut
$1.81M -$1.08M -21,172 -34%
GC
71
Globeflex Capital
California
$1.77M -$1.78K -35 -0.1%
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$1.76M -$267K -5,233 -12%
HNB
73
Huntington National Bank
Ohio
$1.73M – – –
AllianceBernstein
74
AllianceBernstein
Tennessee
$1.69M -$123K -2,409 -6%
WC
75
Walthausen & Co
New York
$1.66M -$55.1K -1,080 -3%
1 2
3
4 5

MHO Hedge Fund Activity: Q1 2022 in Review

221 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in M/I Homes (MHO) for Q1 2022, worth a combined $1.14B — down 28% from $1.59B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of MHO and 39 opened new positions — a net loss of 1 holder — while 80 trimmed existing stakes and 75 added.

The largest buyer was Donald Smith & Co, adding an estimated $19.4M. The largest seller was Millennium Management, cutting an estimated $22.3M.

  • 221 institutional investors held M/I Homes (MHO) as of Q1 2022, down from 224 in Q4 2021.
  • Funds reported $1.14B of M/I Homes stock for Q1 2022, down 28% quarter-over-quarter.
  • 39 funds opened new M/I Homes positions in Q1 2022 and 40 closed out, a net change of -1 holder.
  • The largest M/I Homes buyer in Q1 2022 was Donald Smith & Co, an estimated $19.4M added.
  • The largest M/I Homes seller in Q1 2022 was Millennium Management, an estimated $22.3M sold.

Based on aggregated 13F filings for Q1 2022.