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M/I Homes

215 hedge funds and large institutions have $1.08B invested in M/I Homes in 2019 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 79 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

539% more call options, than puts

Call options by funds: $2.08M | Put options by funds: $326K

188% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 17

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

27% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 62

14% more funds holding

Funds holding: 189215 (+26)

6% more capital invested

Capital invested by funds: $1.01B → $1.08B (+$65.5M)

0.02% less ownership

Funds ownership: 97.56%97.54% (-0.02%)

Holders
215
Holders Change
+26
Holders Change %
+13.76%
% of All Funds
4.24%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
49
Increased
79
Reduced
62
Closed
17
Calls
$2.08M
Puts
$326K
Net Calls
+$1.76M
Net Calls Change
+$2.26M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$195M -$1.31M -31,286 -0.6%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$79M -$905K -21,646 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$73.3M -$462K -11,053 -0.6%
Prudential Financial
4
Prudential Financial
New Jersey
$46.3M +$11.3M +270,726 +30%
DSC
5
Donald Smith & Co
New York
$46.1M -$9.38M -224,302 -16%
N
6
Nuveen
North Carolina
$39.4M -$3.34M -79,742 -7%
State Street
7
State Street
Massachusetts
$39.2M +$1.41M +33,670 +4%
Franklin Resources
8
Franklin Resources
California
$38.5M -$16M -383,328 -28%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$34M -$463K -11,066 -1%
TC
10
Towle & Co
Colorado
$27.7M -$7.26M -173,560 -20%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$19.5M +$7.49K +179 +0%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$18M +$12.5M +297,953 +188%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$16.4M -$1.65M -39,529 -9%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$15.7M +$8.35M +199,607 +100%
PAM
15
Panagora Asset Management
Massachusetts
$14.2M +$3.59M +85,757 +31%
Northern Trust
16
Northern Trust
Illinois
$14.2M -$154K -3,679 -1%
Charles Schwab
17
Charles Schwab
California
$13.6M +$69.8K +1,669 +0.5%
Goldman Sachs
18
Goldman Sachs
New York
$13M +$10.2M +244,052 +286%
Ameriprise
19
Ameriprise
Minnesota
$11.6M +$1.73M +41,476 +16%
Morgan Stanley
20
Morgan Stanley
New York
$11.2M -$7.72M -184,515 -39%
WC
21
Walthausen & Co
New York
$10.8M -$2.21M -52,940 -16%
AL
22
AJO LP
Pennsylvania
$10.3M +$99.4K +2,377 +0.9%
FP
23
Foundry Partners
Minnesota
$10.1M +$899K +21,498 +9%
AQR Capital Management
24
AQR Capital Management
Connecticut
$9.54M +$1.81M +43,370 +22%
Principal Financial Group
25
Principal Financial Group
Iowa
$9.21M +$676K +16,170 +7%

MHO Hedge Fund Activity: Q4 2019 in Review

215 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in M/I Homes (MHO) for Q4 2019, worth a combined $1.08B — up 6.5% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new MHO positions and 17 closed out — a net gain of 32 holders — while 79 added to existing stakes and 62 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $12.5M. The largest seller was Franklin Resources, cutting an estimated $16M.

  • 215 institutional investors held M/I Homes (MHO) as of Q4 2019, up from 189 in Q3 2019.
  • Funds reported $1.08B of M/I Homes stock for Q4 2019, up 6.5% quarter-over-quarter.
  • 49 funds opened new M/I Homes positions in Q4 2019 and 17 closed out, a net change of +32 holders.
  • The largest M/I Homes buyer in Q4 2019 was Arrowstreet Capital, an estimated $12.5M added.
  • The largest M/I Homes seller in Q4 2019 was Franklin Resources, an estimated $16M sold.

Based on aggregated 13F filings for Q4 2019.