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M/I Homes

174 hedge funds and large institutions have $875M invested in M/I Homes in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 59 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $1.06M | Put options by funds: $601K

5% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 59

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.65% less ownership

Funds ownership: 99.23%98.58% (-0.65%)

3% less funds holding

Funds holding: 179174 (-5)

7% less capital invested

Capital invested by funds: $939M → $875M (-$64.3M)

16% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 25

Holders
174
Holders Change
-5
Holders Change %
-2.79%
% of All Funds
3.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
21
Increased
62
Reduced
59
Closed
25
Calls
$1.06M
Puts
$601K
Net Calls
+$463K
Net Calls Change
-$434K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$130M -$366K -11,163 -0.3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$66.7M
DSC
3
Donald Smith & Co
New York
$65.9M -$5.78M -175,976 -8%
Franklin Resources
4
Franklin Resources
California
$52.6M -$45.4M -1,382,763 -46%
Vanguard Group
5
Vanguard Group
Pennsylvania
$48.7M +$1.97M +60,130 +4%
Millennium Management
6
Millennium Management
New York
$44.1M +$8.01M +244,107 +21%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$31.6M -$127K -3,854 -0.4%
N
8
Nuveen
North Carolina
$30.3M +$29.8M +907,878 +2,092%
State Street
9
State Street
Massachusetts
$27M +$2.92M +88,863 +12%
Goldman Sachs
10
Goldman Sachs
New York
$24.5M +$12.1M +369,093 +92%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$17M +$3.75M +114,336 +27%
BCM
12
Basswood Capital Management
New York
$15.7M +$11M +334,868 +211%
Renaissance Technologies
13
Renaissance Technologies
New York
$14.2M -$821K -25,000 -5%
WC
14
Walthausen & Co
New York
$14M -$33.2K -1,010 -0.2%
CAM
15
ClariVest Asset Management
California
$14M +$38.3K +1,166 +0.3%
TA
16
Teachers Advisors
New York
$12.5M +$105K +3,210 +0.8%
RA
17
Royce & Associates
New York
$11.4M -$2.85M -86,904 -20%
Invesco
18
Invesco
Georgia
$10.9M +$166K +5,056 +1%
Northern Trust
19
Northern Trust
Illinois
$10.7M +$214K +6,514 +2%
Nordea Investment Management
20
Nordea Investment Management
Sweden
$7.92M -$72.2K -2,200 -0.9%
LSV Asset Management
21
LSV Asset Management
Illinois
$7.58M -$174K -5,300 -2%
AL
22
AJO LP
Pennsylvania
$7.57M -$2.37M -72,062 -23%
FP
23
Foundry Partners
Minnesota
$7.31M -$1.87M -56,855 -20%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$7.29M +$150K +4,555 +2%
Ameriprise
25
Ameriprise
Minnesota
$7.05M +$2.51M +76,364 +53%

MHO Hedge Fund Activity: Q1 2018 in Review

174 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in M/I Homes (MHO) for Q1 2018, worth a combined $875M — down 6.8% from $939M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of MHO and 21 opened new positions — a net loss of 4 holders — while 59 trimmed existing stakes and 62 added.

The largest buyer was Nuveen, adding an estimated $29.8M. The largest seller was Franklin Resources, cutting an estimated $45.4M.

  • 174 institutional investors held M/I Homes (MHO) as of Q1 2018, down from 179 in Q4 2017.
  • Funds reported $875M of M/I Homes stock for Q1 2018, down 6.8% quarter-over-quarter.
  • 21 funds opened new M/I Homes positions in Q1 2018 and 25 closed out, a net change of -4 holders.
  • The largest M/I Homes buyer in Q1 2018 was Nuveen, an estimated $29.8M added.
  • The largest M/I Homes seller in Q1 2018 was Franklin Resources, an estimated $45.4M sold.

Based on aggregated 13F filings for Q1 2018.