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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

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

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
Franklin Resources
1
Franklin Resources
California
$74.9M -$1.92M -81,470 -3%
BFA
2
BlackRock Fund Advisors
California
$62M +$5M +212,193 +9%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$52.7M -$34.1K -1,447 -0.1%
DSC
4
Donald Smith & Co
New York
$36.3M +$1.07M +45,313 +3%
Goldman Sachs
5
Goldman Sachs
New York
$35.1M +$2.44M +103,657 +8%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$29.2M +$632K +26,808 +2%
Vanguard Group
7
Vanguard Group
Pennsylvania
$29.2M +$1.16M +49,389 +4%
Hotchkis & Wiley Capital Management
8
Hotchkis & Wiley Capital Management
California
$26.1M -$2.65M -112,620 -10%
BIT
9
BlackRock Institutional Trust
California
$18.9M +$1.78M +75,665 +11%
State Street
10
State Street
Massachusetts
$18M +$1.3M +55,344 +8%
WC
11
Walthausen & Co
New York
$15M -$148K -6,300 -1%
Millennium Management
12
Millennium Management
New York
$13.9M +$3.15M +133,599 +32%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$13.2M +$1.8M +76,281 +17%
RA
14
Royce & Associates
New York
$11M -$2.83M -120,000 -22%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$10.7M +$207K +8,772 +2%
CP
16
Covalent Partners
Massachusetts
$10.2M +$3.4M +144,227 +56%
NGA
17
New Generation Advisors
Massachusetts
$9.58M -$1.43M -60,847 -14%
CAM
18
ClariVest Asset Management
California
$7.71M +$2.44M +103,755 +51%
Northern Trust
19
Northern Trust
Illinois
$7.61M -$736K -31,226 -9%
OCG
20
Opus Capital Group
Ohio
$7.54M +$7.05M +299,442 New
TA
21
Teachers Advisors
New York
$7.15M +$5.82M +246,998 +666%
Renaissance Technologies
22
Renaissance Technologies
New York
$6.64M +$3.95M +167,600 +175%
LSV Asset Management
23
LSV Asset Management
Illinois
$5.63M +$977K +41,454 +23%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$4.9M +$622K +26,419 +16%
BCM
25
Breithorn Capital Management
New York
$4.8M -$21.2K -900 -0.5%
1
2 3 4 5

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.