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M/I Homes
MHO

143 hedge funds and large institutions have $613M invested in M/I Homes in 2017 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

16% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 45

6% more funds holding

Funds holding: 135 → 143 (+8)

0.05% more ownership

Funds ownership: 101.01% → 101.06% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $627M → $613M (-$14.3M)

Holders
143
Holders Change
+8
Holders Change %
+5.93%
% of All Funds
3.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
52
Reduced
45
Closed
9
Calls
$10K
Puts
–
Net Calls
+$10K
Net Calls Change
+$10K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$87.4M
2
Millennium Management
Millennium Management
New York
+$6.91M
3
KCM
Kennedy Capital Management
Missouri
+$6.57M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$4.79M
5
GC
Gratia Capital
California
+$4.45M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$10.8M
2
Franklin Resources
Franklin Resources
California
-$8.91M
3
Goldman Sachs
Goldman Sachs
New York
-$5.89M
4
ECM
Element Capital Management
New York
-$3.83M
5
WC
Walthausen & Co
New York
-$3.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$87.8M +$87.4M +3,565,995 +20,865%
Franklin Resources
2
Franklin Resources
California
$63.9M -$8.91M -363,696 -12%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$51.3M -$34.5K -1,407 -0.1%
DSC
4
Donald Smith & Co
New York
$37.1M +$1.71M +69,733 +5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$33.2M +$4.79M +195,533 +17%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$28.4M -$16.4K -669 -0.1%
Goldman Sachs
7
Goldman Sachs
New York
$28.2M -$5.89M -240,501 -17%
Hotchkis & Wiley Capital Management
8
Hotchkis & Wiley Capital Management
California
$24.4M -$910K -37,130 -4%
Millennium Management
9
Millennium Management
New York
$20.4M +$6.91M +281,774 +51%
State Street
10
State Street
Massachusetts
$17.8M +$288K +11,747 +2%
RA
11
Royce & Associates
New York
$12.6M +$1.91M +78,000 +18%
WC
12
Walthausen & Co
New York
$11M -$3.58M -146,144 -25%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$10.2M -$254K -10,344 -2%
CP
14
Covalent Partners
Massachusetts
$9.89M – – –
CAM
15
ClariVest Asset Management
California
$8.26M +$758K +30,907 +10%
Northern Trust
16
Northern Trust
Illinois
$7.53M +$117K +4,775 +2%
GC
17
Gratia Capital
California
$7.26M +$4.45M +181,692 +159%
TA
18
Teachers Advisors
New York
$6.98M +$23.6K +962 +0.3%
OCG
19
Opus Capital Group
Ohio
$6.7M -$633K -25,840 -9%
FP
20
Foundry Partners
Minnesota
$6.67M +$4.39M +179,295 +193%
KCM
21
Kennedy Capital Management
Missouri
$6.57M +$6.57M +267,978 New
NGA
22
New Generation Advisors
Massachusetts
$6.27M -$3.05M -124,568 -33%
LSV Asset Management
23
LSV Asset Management
Illinois
$6.02M +$537K +21,900 +10%
Ameriprise
24
Ameriprise
Minnesota
$5.93M +$2.79M +113,716 +89%
Renaissance Technologies
25
Renaissance Technologies
New York
$4.7M -$1.76M -71,700 -27%
1
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MHO Hedge Fund Activity: Q1 2017 in Review

143 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in M/I Homes (MHO) for Q1 2017, worth a combined $613M — down 2.3% from $627M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new MHO positions and 9 closed out — a net gain of 16 holders — while 52 added to existing stakes and 45 trimmed.

The largest buyer was BlackRock, adding an estimated $87.4M. The largest seller was Fidelity Investments, cutting an estimated $10.8M.

  • 143 institutional investors held M/I Homes (MHO) as of Q1 2017, up from 135 in Q4 2016.
  • Funds reported $613M of M/I Homes stock for Q1 2017, down 2.3% quarter-over-quarter.
  • 25 funds opened new M/I Homes positions in Q1 2017 and 9 closed out, a net change of +16 holders.
  • The largest M/I Homes buyer in Q1 2017 was BlackRock, an estimated $87.4M added.
  • The largest M/I Homes seller in Q1 2017 was Fidelity Investments, an estimated $10.8M sold.

Based on aggregated 13F filings for Q1 2017.