We are live on ! Find out more
MHO icon

M/I Homes

152 hedge funds and large institutions have $756M invested in M/I Homes in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 42 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 42

8% more capital invested

Capital invested by funds: $700M → $756M (+$56.4M)

0.58% more ownership

Funds ownership: 95.51%96.09% (+0.58%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less funds holding

Funds holding: 161152 (-9)

20% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 25

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $42K

Holders
152
Holders Change
-9
Holders Change %
-5.59%
% of All Funds
3.3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
59
Reduced
42
Closed
25
Calls
Puts
$42K
Net Calls
-$42K
Net Calls Change
+$104K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$145M -$3.87M -137,199 -3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$58M -$130K -4,602 -0.2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$52.8M +$1.18M +41,860 +2%
DSC
4
Donald Smith & Co
New York
$50.5M -$12.3M -434,958 -20%
Franklin Resources
5
Franklin Resources
California
$40.8M +$394K +13,986 +1%
N
6
Nuveen
North Carolina
$34.7M +$2.03M +72,071 +6%
TC
7
Towle & Co
Colorado
$31.3M -$66.8K -2,370 -0.2%
State Street
8
State Street
Massachusetts
$27.2M +$560K +19,881 +2%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$23.5M +$11.6M +410,664 +100%
BCM
10
Basswood Capital Management
New York
$18.4M +$5.09M +180,673 +39%
Balyasny Asset Management
11
Balyasny Asset Management
Illinois
$15.9M +$5.46M +193,781 +53%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$13.1M +$61.4K +2,177 +0.5%
RA
13
Royce & Associates
New York
$12.8M +$691K +24,500 +6%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$12.4M +$2.84M +100,831 +30%
WC
15
Walthausen & Co
New York
$11.8M -$417K -14,810 -3%
Charles Schwab
16
Charles Schwab
California
$10.7M +$2.25M +79,683 +27%
Northern Trust
17
Northern Trust
Illinois
$10.4M +$280K +9,917 +3%
Prudential Financial
18
Prudential Financial
New Jersey
$10.3M +$6.26M +222,048 +161%
Invesco
19
Invesco
Georgia
$9.75M +$3.44M +122,012 +56%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$8.65M -$3.82M -135,574 -31%
Ameriprise
21
Ameriprise
Minnesota
$7.94M +$353K +12,520 +5%
FP
22
Foundry Partners
Minnesota
$6.71M +$658K +23,355 +11%
LSV Asset Management
23
LSV Asset Management
Illinois
$6.43M +$194K +6,900 +3%
Principal Financial Group
24
Principal Financial Group
Iowa
$6.31M -$1.32K -47 -0%
Morgan Stanley
25
Morgan Stanley
New York
$6.16M +$3.07M +109,011 +102%

MHO Hedge Fund Activity: Q2 2019 in Review

152 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in M/I Homes (MHO) for Q2 2019, worth a combined $756M — up 8.1% from $700M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of MHO and 20 opened new positions — a net loss of 5 holders — while 42 trimmed existing stakes and 59 added.

The largest buyer was Fidelity Investments, adding an estimated $11.6M. The largest seller was Donald Smith & Co, cutting an estimated $12.3M.

  • 152 institutional investors held M/I Homes (MHO) as of Q2 2019, down from 161 in Q1 2019.
  • Funds reported $756M of M/I Homes stock for Q2 2019, up 8.1% quarter-over-quarter.
  • 20 funds opened new M/I Homes positions in Q2 2019 and 25 closed out, a net change of -5 holders.
  • The largest M/I Homes buyer in Q2 2019 was Fidelity Investments, an estimated $11.6M added.
  • The largest M/I Homes seller in Q2 2019 was Donald Smith & Co, an estimated $12.3M sold.

Based on aggregated 13F filings for Q2 2019.