M/I Homes
302 hedge funds and large institutions have $3.6B invested in M/I Homes in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 101 increasing their positions, 106 reducing their positions, and 37 closing their positions.
84% more call options, than puts
Call options by funds: $31.5M | Put options by funds: $17.1M
57% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 37
7% more funds holding
Funds holding: 283 → 302 (+19)
0.75% less ownership
Funds ownership: 95.95% → 95.2% (-0.75%)
2% less capital invested
Capital invested by funds: $3.68B → $3.6B (-$75.2M)
5% less repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 106
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$52.8M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$23.9M |
| 3 |
State Street
Boston,
Massachusetts
|
+$17.8M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$14.7M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$12.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Towle & Co
Denver,
Colorado
|
-$38.3M |
| 2 |
Morgan Stanley
New York
|
-$35.4M |
| 3 |
SMDAM
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
-$25.4M |
| 4 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$19.2M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$12.2M |
MHO Hedge Fund Activity: Q1 2024 in Review
302 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in M/I Homes (MHO) for Q1 2024, worth a combined $3.6B — down 2% from $3.68B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new MHO positions and 37 closed out — a net gain of 21 holders — while 101 added to existing stakes and 106 trimmed.
The largest buyer was Pacer Advisors, adding an estimated $52.8M. The largest seller was Towle & Co, exiting entirely with an estimated $38.3M sold.
- 302 institutional investors held M/I Homes (MHO) as of Q1 2024, up from 283 in Q4 2023.
- Funds reported $3.6B of M/I Homes stock for Q1 2024, down 2% quarter-over-quarter.
- 58 funds opened new M/I Homes positions in Q1 2024 and 37 closed out, a net change of +21 holders.
- The largest M/I Homes buyer in Q1 2024 was Pacer Advisors, an estimated $52.8M added.
- The largest M/I Homes seller in Q1 2024 was Towle & Co, an estimated $38.3M sold.
Based on aggregated 13F filings for Q1 2024.