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M/I Homes
MHO

135 hedge funds and large institutions have $627M invested in M/I Homes in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 36 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 36

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

6% more capital invested

Capital invested by funds: $593M → $627M (+$34.6M)

1% more funds holding

Funds holding: 134 → 135 (+1)

1.46% less ownership

Funds ownership: 102.47% → 101.01% (-1.5%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
135
Holders Change
+1
Holders Change %
+0.75%
% of All Funds
3.38%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
21
Increased
51
Reduced
36
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OCG
Opus Capital Group
Ohio
+$7.05M
2
TA
Teachers Advisors
New York
+$5.82M
3
BFA
BlackRock Fund Advisors
California
+$5M
4
GC
Guggenheim Capital
Illinois
+$4.22M
5
Renaissance Technologies
Renaissance Technologies
New York
+$3.95M

Top Sellers

Rank Fund Capital Flow
1
EIP
Epoch Investment Partners
New York
-$22.6M
2
GC
Gratia Capital
California
-$9.98M
3
TSW
Thompson Siegel & Walmsley
Virginia
-$9.91M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$7.48M
5
WRF
Waddell & Reed Financial
Kansas
-$3.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
Russell Investments Group
101
Russell Investments Group
United Kingdom
$310K +$285K +12,091 New
Public Employees Retirement Association of Colorado
102
Public Employees Retirement Association of Colorado
Colorado
$293K – – –
QI
103
QS Investors
New York
$290K +$271K +11,500 +76,667%
WSA
104
Wall Street Associates
California
$272K -$1.8M -76,500 -88%
LSERS
105
Louisiana State Employees Retirement System
Louisiana
$249K -$23.6K -1,000 -9%
BO
106
BRR OpCo
Ohio
$218K – – –
TRSOTSOK
107
Teachers Retirement System of the State of Kentucky
Kentucky
$209K – – –
UBS Group
108
UBS Group
Switzerland
$197K +$175K +7,445 +1,949%
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$138K +$37K +1,569 +40%
MSA
110
Mason Street Advisors
Wisconsin
$136K +$7.37K +313 +6%
Barclays
111
Barclays
United Kingdom
$122K +$9.47K +402 +9%
PI
112
PineBridge Investments
New York
$79K – – –
SOADOR
113
State of Alaska Department of Revenue
Alaska
$67K +$62.9K +2,670 New
Creative Planning
114
Creative Planning
Kansas
$57K -$707 -30 -1%
AIM
115
Acrospire Investment Management
Illinois
$50K +$16.2K +687 +53%
TRCT
116
Tower Research Capital (TRC)
New York
$46K +$36.9K +1,566 +626%
Zurich Cantonal Bank
117
Zurich Cantonal Bank
Switzerland
$44K – – –
GHCM
118
Glen Harbor Capital Management
California
$29K +$27.2K +1,156 New
MCIM
119
Meadow Creek Investment Management
Georgia
$24K +$22.4K +952 New
LIA
120
LS Investment Advisors
Michigan
$21K – – –
EP
121
Elkfork Partners
Oregon
$19K +$17.6K +748 New
TAM
122
Tyers Asset Management
Texas
$14K +$12.8K +544 New
MFS
123
MSI Financial Services
Massachusetts
$13K – – –
RCM
124
Riverhead Capital Management
Delaware
$10K – – –
Envestnet Asset Management
125
Envestnet Asset Management
Illinois
$8K -$324K -13,751 -98%
3 4
5
6 7

MHO Hedge Fund Activity: Q4 2016 in Review

135 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in M/I Homes (MHO) for Q4 2016, worth a combined $627M — up 5.8% from $593M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MHO positions and 18 closed out — a net gain of 3 holders — while 51 added to existing stakes and 36 trimmed.

The largest buyer was Opus Capital Group, opening a new position worth an estimated $7.05M. The largest seller was Epoch Investment Partners, exiting entirely with an estimated $22.6M sold.

  • 135 institutional investors held M/I Homes (MHO) as of Q4 2016, up from 134 in Q3 2016.
  • Funds reported $627M of M/I Homes stock for Q4 2016, up 5.8% quarter-over-quarter.
  • 21 funds opened new M/I Homes positions in Q4 2016 and 18 closed out, a net change of +3 holders.
  • The largest M/I Homes buyer in Q4 2016 was Opus Capital Group, an estimated $7.05M added.
  • The largest M/I Homes seller in Q4 2016 was Epoch Investment Partners, an estimated $22.6M sold.

Based on aggregated 13F filings for Q4 2016.