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M/I Homes
MHO

101 hedge funds and large institutions have $518M invested in M/I Homes in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 36 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.51% more ownership

Funds ownership: 105.28% → 106.8% (+1.5%)

8% less funds holding

Funds holding: 110 → 101 (-9)

17% less capital invested

Capital invested by funds: $625M → $518M (-$107M)

23% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 47

40% less call options, than puts

Call options by funds: $395K | Put options by funds: $653K

75% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 12

Holders
101
Holders Change
-9
Holders Change %
-8.18%
% of All Funds
2.93%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.06%
New
3
Increased
36
Reduced
47
Closed
12
Calls
$395K
Puts
$653K
Net Calls
-$258K
Net Calls Change
+$354K

Top Buyers

1
SH
Scepter Holdings
Texas
+$11M
2
GC
Gratia Capital
California
+$9.81M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$6.66M
4
Franklin Resources
Franklin Resources
California
+$3.29M
5
CP
Covalent Partners
Massachusetts
+$2.37M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$9.07M
2
BFA
BlackRock Fund Advisors
California
-$7.96M
3
State Street
State Street
Massachusetts
-$5.24M
4
Millennium Management
Millennium Management
New York
-$1.31M
5
Invesco
Invesco
Georgia
-$932K
Name Holding Trade Value Shares
Change 		Change in
Stake
ASRS
76
Arizona State Retirement System
Arizona
$337K -$8.72K -400 -2%
BA
77
BlackRock Advisors
Delaware
$284K -$3.33K -153 -1%
Public Employees Retirement Association of Colorado
78
Public Employees Retirement Association of Colorado
Colorado
$230K – – –
LSERS
79
Louisiana State Employees Retirement System
Louisiana
$224K -$2.18K -100 -0.9%
Morgan Stanley
80
Morgan Stanley
New York
$216K -$167K -7,653 -41%
Citigroup
81
Citigroup
New York
$209K -$422K -19,366 -65%
ProShare Advisors
82
ProShare Advisors
Maryland
$203K -$55K -2,525 -20%
Tudor Investment Corp
83
Tudor Investment Corp
Connecticut
$198K +$19.6K +900 +10%
BGIM
84
Brandywine Global Investment Management
Pennsylvania
$165K -$1.74K -80 -1%
TRSOTSOK
85
Teachers Retirement System of the State of Kentucky
Kentucky
$165K – – –
TRCT
86
Tower Research Capital (TRC)
New York
$115K +$94.3K +4,326 +298%
AAM
87
Advisors Asset Management
Colorado
$114K -$17.2K -789 -12%
PI
88
PineBridge Investments
New York
$104K +$31.6K +1,451 +38%
Legal & General Group
89
Legal & General Group
United Kingdom
$73K +$79.3K +3,638 New
Barclays
90
Barclays
United Kingdom
$68K +$41.5K +1,903 +117%
Creative Planning
91
Creative Planning
Kansas
$62K +$6.54K +300 +11%
BNP Paribas Financial Markets
92
BNP Paribas Financial Markets
France
$33.7K -$99K -4,544 -73%
Wells Fargo
93
Wells Fargo
California
$28K -$18K -828 -37%
Teacher Retirement System of Texas
94
Teacher Retirement System of Texas
Texas
$17K -$785 -36 -4%
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$12K +$10.9K +500 +617%
BlackRock
96
BlackRock
New York
$11K – – –
U
97
UBS
Switzerland
$8K -$37.2K -1,709 -80%
WCBA
98
Weaver C. Barksdale & Associates
Tennessee
$6K – – –
GAM
99
Gemmer Asset Management
California
$5K – – –
JWA
100
JFS Wealth Advisors
Pennsylvania
$1K – – –
1 2 3
4
5

MHO Hedge Fund Activity: Q3 2014 in Review

101 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in M/I Homes (MHO) for Q3 2014, worth a combined $518M — down 17% from $625M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of MHO and 3 opened new positions — a net loss of 9 holders — while 47 trimmed existing stakes and 36 added.

The largest buyer was Scepter Holdings, adding an estimated $11M. The largest seller was Wellington Management Group, cutting an estimated $9.07M.

  • 101 institutional investors held M/I Homes (MHO) as of Q3 2014, down from 110 in Q2 2014.
  • Funds reported $518M of M/I Homes stock for Q3 2014, down 17% quarter-over-quarter.
  • 3 funds opened new M/I Homes positions in Q3 2014 and 12 closed out, a net change of -9 holders.
  • The largest M/I Homes buyer in Q3 2014 was Scepter Holdings, an estimated $11M added.
  • The largest M/I Homes seller in Q3 2014 was Wellington Management Group, an estimated $9.07M sold.

Based on aggregated 13F filings for Q3 2014.