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M/I Homes
MHO

166 hedge funds and large institutions have $746M invested in M/I Homes in 2017 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 66 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 12

69% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 39

22% more capital invested

Capital invested by funds: $613M → $746M (+$133M)

16% more funds holding

Funds holding: 143 → 166 (+23)

4.34% more ownership

Funds ownership: 101.06% → 105.4% (+4.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

88% less call options, than puts

Call options by funds: $7K | Put options by funds: $60K

Holders
166
Holders Change
+23
Holders Change %
+16.08%
% of All Funds
4.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
66
Reduced
39
Closed
12
Calls
$7K
Puts
$60K
Net Calls
-$53K
Net Calls Change
-$63K

Top Buyers

1
AL
AJO LP
Pennsylvania
+$9.03M
2
Millennium Management
Millennium Management
New York
+$8.45M
3
Invesco
Invesco
Georgia
+$7.96M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$6.26M
5
TAM
THB Asset Management
Connecticut
+$4.41M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$17M
2
GC
Gratia Capital
California
-$7.26M
3
NGA
New Generation Advisors
Massachusetts
-$6.27M
4
Franklin Resources
Franklin Resources
California
-$4.74M
5
Goldman Sachs
Goldman Sachs
New York
-$4.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$106M +$3.19M +117,165 +3%
Franklin Resources
2
Franklin Resources
California
$69.5M -$4.74M -174,422 -7%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$59.8M – – –
DSC
4
Donald Smith & Co
New York
$46.5M +$3.21M +118,124 +8%
Vanguard Group
5
Vanguard Group
Pennsylvania
$38.7M -$6.85K -252 -0%
Millennium Management
6
Millennium Management
New York
$32.7M +$8.45M +310,844 +37%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$29.4M -$3.54M -130,149 -11%
Goldman Sachs
8
Goldman Sachs
New York
$28.2M -$4.44M -163,111 -14%
State Street
9
State Street
Massachusetts
$20.1M -$618K -22,726 -3%
RA
10
Royce & Associates
New York
$16.5M +$1.67M +61,400 +12%
WC
11
Walthausen & Co
New York
$12.8M -$60.5K -2,225 -0.5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$11.8M -$109K -4,007 -1%
CAM
13
ClariVest Asset Management
California
$11.7M +$1.93M +70,814 +21%
CP
14
Covalent Partners
Massachusetts
$11.5M – – –
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$10.6M -$17M -625,930 -63%
Invesco
16
Invesco
Georgia
$10.5M +$7.96M +292,575 +381%
KCM
17
Kennedy Capital Management
Missouri
$10.1M +$2.33M +85,686 +32%
AL
18
AJO LP
Pennsylvania
$9.48M +$9.03M +332,063 New
FP
19
Foundry Partners
Minnesota
$9.1M +$1.26M +46,496 +17%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$8.99M +$6.26M +230,137 +272%
Northern Trust
21
Northern Trust
Illinois
$8.84M +$71K +2,610 +0.8%
TA
22
Teachers Advisors
New York
$8.33M +$181K +6,653 +2%
Renaissance Technologies
23
Renaissance Technologies
New York
$7.42M +$1.85M +68,000 +35%
Ameriprise
24
Ameriprise
Minnesota
$7.19M +$268K +9,847 +4%
LSV Asset Management
25
LSV Asset Management
Illinois
$7.01M – – –
1
2 3 4 5

MHO Hedge Fund Activity: Q2 2017 in Review

166 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in M/I Homes (MHO) for Q2 2017, worth a combined $746M — up 22% from $613M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new MHO positions and 12 closed out — a net gain of 23 holders — while 66 added to existing stakes and 39 trimmed.

The largest buyer was AJO LP, opening a new position worth an estimated $9.03M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $17M.

  • 166 institutional investors held M/I Homes (MHO) as of Q2 2017, up from 143 in Q1 2017.
  • Funds reported $746M of M/I Homes stock for Q2 2017, up 22% quarter-over-quarter.
  • 35 funds opened new M/I Homes positions in Q2 2017 and 12 closed out, a net change of +23 holders.
  • The largest M/I Homes buyer in Q2 2017 was AJO LP, an estimated $9.03M added.
  • The largest M/I Homes seller in Q2 2017 was Hotchkis & Wiley Capital Management, an estimated $17M sold.

Based on aggregated 13F filings for Q2 2017.