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M/I Homes

149 hedge funds and large institutions have $562M invested in M/I Homes in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 49 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

0.68% more ownership

Funds ownership: 95.14%95.82% (+0.68%)

0% more funds holding

Funds holding: 149149 (0)

13% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 56

14% less capital invested

Capital invested by funds: $650M → $562M (-$88M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $63K

Holders
149
Holders Change
Holders Change %
0%
% of All Funds
3.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
19
Increased
49
Reduced
56
Closed
18
Calls
Puts
$63K
Net Calls
-$63K
Net Calls Change
-$271K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$106M +$5.29M +229,400 +5%
DSC
2
Donald Smith & Co
New York
$53.9M +$12.3M +534,787 +26%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$42.9M
Vanguard Group
4
Vanguard Group
Pennsylvania
$37M +$2.74M +118,534 +7%
Franklin Resources
5
Franklin Resources
California
$31.6M +$12.5M +540,187 +56%
N
6
Nuveen
North Carolina
$24.6M -$2.2M -95,182 -8%
TC
7
Towle & Co
Colorado
$22.9M +$7.76M +336,380 +45%
State Street
8
State Street
Massachusetts
$19M -$313K -13,557 -1%
Goldman Sachs
9
Goldman Sachs
New York
$15.7M -$7M -303,343 -29%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$11.7M -$209K -9,056 -2%
WC
11
Walthausen & Co
New York
$10.2M -$963K -41,740 -8%
RA
12
Royce & Associates
New York
$9.41M -$346K -15,000 -3%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$9.22M -$634K -27,475 -6%
Northern Trust
14
Northern Trust
Illinois
$7.48M -$28.3K -1,228 -0.3%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$6.36M +$509K +22,053 +8%
Bank of America
16
Bank of America
North Carolina
$6.3M -$3.67M -159,075 -35%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$6.08M +$926K +40,126 +16%
FP
18
Foundry Partners
Minnesota
$5.82M +$437K +18,944 +7%
Charles Schwab
19
Charles Schwab
California
$5.53M +$128K +5,538 +2%
CAM
20
ClariVest Asset Management
California
$5.49M -$542K -23,500 -8%
Deutsche Bank
21
Deutsche Bank
Germany
$5.45M +$2.72M +117,809 +83%
Ameriprise
22
Ameriprise
Minnesota
$5.33M -$16.1K -696 -0.3%
BCM
23
Basswood Capital Management
New York
$5.29M -$6.43M -278,641 -53%
QGA
24
Q Global Advisors
Texas
$5.07M +$5.57M +241,195 New
Citadel Advisors
25
Citadel Advisors
Florida
$5.02M -$6.98M -302,477 -56%

MHO Hedge Fund Activity: Q4 2018 in Review

149 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in M/I Homes (MHO) for Q4 2018, worth a combined $562M — down 14% from $650M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new MHO positions and 18 closed out — a net gain of 1 holder — while 49 added to existing stakes and 56 trimmed.

The largest buyer was Franklin Resources, adding an estimated $12.5M. The largest seller was Millennium Management, cutting an estimated $23.3M.

  • 149 institutional investors held M/I Homes (MHO) as of Q4 2018, unchanged from Q3 2018.
  • Funds reported $562M of M/I Homes stock for Q4 2018, down 14% quarter-over-quarter.
  • 19 funds opened new M/I Homes positions in Q4 2018 and 18 closed out, a net change of +1 holder.
  • The largest M/I Homes buyer in Q4 2018 was Franklin Resources, an estimated $12.5M added.
  • The largest M/I Homes seller in Q4 2018 was Millennium Management, an estimated $23.3M sold.

Based on aggregated 13F filings for Q4 2018.