We are live on ! Find out more
MHO icon

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
TPSF
101
Texas Permanent School Fund
Texas
$915K -$22.5K -441 -2%
KWA
102
KCS Wealth Advisory
California
$914K +$38.3K +751 +4%
SGI
103
Summit Global Investments
Utah
$914K +$1.05M +20,605 New
SOADOR
104
State of Alaska Department of Revenue
Alaska
$897K -$18.4K -360 -2%
State of Tennessee, Department of Treasury
105
State of Tennessee, Department of Treasury
Tennessee
$878K +$156K +3,058 +18%
Russell Investments Group
106
Russell Investments Group
United Kingdom
$827K +$71.4K +1,400 +8%
VRS
107
Virginia Retirement Systems
Virginia
$763K -$168K -3,300 -16%
QT
108
Quantbot Technologies
New York
$733K -$404K -7,922 -32%
AIG
109
American International Group
New York
$728K -$51.2K -1,004 -6%
ICM
110
III Capital Management
Florida
$709K +$816K +16,000 New
Royal Bank of Canada
111
Royal Bank of Canada
Ontario, Canada
$705K -$381K -7,464 -32%
AWS
112
Atria Wealth Solutions
New York
$699K +$803K +15,758 New
D.E. Shaw & Co
113
D.E. Shaw & Co
New York
$695K +$91.2K +1,789 +13%
MIM
114
MetLife Investment Management
New Jersey
$691K +$290K +5,684 +57%
SIM
115
SummerHaven Investment Management
Connecticut
$691K +$34.8K +682 +5%
AG
116
Algert Global
California
$677K +$778K +15,256 New
Two Sigma Advisers
117
Two Sigma Advisers
New York
$665K +$765K +15,000 New
GCM
118
Graham Capital Management
Connecticut
$645K +$742K +14,561 New
LSERS
119
Louisiana State Employees Retirement System
Louisiana
$634K – – –
T. Rowe Price Associates
120
T. Rowe Price Associates
Maryland
$630K +$111K +2,180 +18%
MA
121
Mutual Advisors
Nebraska
$622K +$229K +4,500 +47%
AB
122
Amalgamated Bank
New York
$577K -$32.3K -634 -5%
AF
123
Amalgamated Financial
New York
$577K +$664K +13,016 New
Janus Henderson Group
124
Janus Henderson Group
United Kingdom
$562K -$88.4K -1,733 -12%
Ensign Peak Advisors
125
Ensign Peak Advisors
Utah
$548K – – –
3 4
5
6 7

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.