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M/I Homes

172 hedge funds and large institutions have $455M invested in M/I Homes in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 71 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.11% less ownership

Funds ownership: 97.54%96.43% (-1.1%)

15% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 71

20% less funds holding

Funds holding: 215172 (-43)

58% less capital invested

Capital invested by funds: $1.08B → $455M (-$625M)

67% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 61

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $110K

Holders
172
Holders Change
-43
Holders Change %
-20%
% of All Funds
3.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
60
Reduced
71
Closed
61
Calls
Puts
$110K
Net Calls
-$110K
Net Calls Change
-$1.87M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$75.8M -$13.5M -374,034 -8%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$33.2M
Vanguard Group
3
Vanguard Group
Pennsylvania
$30.9M +$220K +6,076 +0.3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$28.2M +$30.5M +843,199 +97%
DSC
5
Donald Smith & Co
New York
$20.2M +$1.86M +51,520 +4%
Franklin Resources
6
Franklin Resources
California
$20.1M +$8.49M +234,646 +24%
Prudential Financial
7
Prudential Financial
New Jersey
$17.7M -$3.84M -106,045 -9%
State Street
8
State Street
Massachusetts
$16.4M -$174K -4,798 -0.5%
N
9
Nuveen
North Carolina
$14.5M -$4.52M -124,937 -12%
BCM
10
Basswood Capital Management
New York
$13.8M +$24M +664,316 +388%
Balyasny Asset Management
11
Balyasny Asset Management
Illinois
$12.3M +$22.8M +629,957 +557%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$8.9M +$5.03M +138,993 +35%
Goldman Sachs
13
Goldman Sachs
New York
$8.24M +$6.11M +168,818 +51%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$8.21M +$13.2K +365 +0.1%
TC
15
Towle & Co
Colorado
$7.9M -$8.2M -226,700 -32%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$6.75M -$290K -8,012 -2%
Northern Trust
17
Northern Trust
Illinois
$5.95M -$2.79K -77 -0%
Charles Schwab
18
Charles Schwab
California
$5.14M -$1.26M -34,862 -10%
FP
19
Foundry Partners
Minnesota
$5.05M +$1.73M +47,711 +19%
WC
20
Walthausen & Co
New York
$5.05M +$1.1M +30,530 +11%
Ameriprise
21
Ameriprise
Minnesota
$4.65M -$510K -14,093 -5%
Principal Financial Group
22
Principal Financial Group
Iowa
$3.73M -$307K -8,496 -4%
LSV Asset Management
23
LSV Asset Management
Illinois
$3.71M +$297K +8,200 +4%
PAM
24
Panagora Asset Management
Massachusetts
$3.27M -$5.86M -161,867 -45%
RA
25
Royce & Associates
New York
$3.27M -$109K -3,000 -1%

MHO Hedge Fund Activity: Q1 2020 in Review

172 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in M/I Homes (MHO) for Q1 2020, worth a combined $455M — down 58% from $1.08B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of MHO and 20 opened new positions — a net loss of 41 holders — while 71 trimmed existing stakes and 60 added.

The largest buyer was Fidelity Investments, adding an estimated $30.5M. The largest seller was BlackRock, cutting an estimated $13.5M.

  • 172 institutional investors held M/I Homes (MHO) as of Q1 2020, down from 215 in Q4 2019.
  • Funds reported $455M of M/I Homes stock for Q1 2020, down 58% quarter-over-quarter.
  • 20 funds opened new M/I Homes positions in Q1 2020 and 61 closed out, a net change of -41 holders.
  • The largest M/I Homes buyer in Q1 2020 was Fidelity Investments, an estimated $30.5M added.
  • The largest M/I Homes seller in Q1 2020 was BlackRock, an estimated $13.5M sold.

Based on aggregated 13F filings for Q1 2020.