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M/I Homes

178 hedge funds and large institutions have $965M invested in M/I Homes in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 58 increasing their positions, 69 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

362% more call options, than puts

Call options by funds: $2.4M | Put options by funds: $519K

112% more capital invested

Capital invested by funds: $455M → $965M (+$510M)

25% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 24

3% more funds holding

Funds holding: 172178 (+6)

0.84% more ownership

Funds ownership: 96.43%97.27% (+0.84%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

16% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 69

Holders
178
Holders Change
+6
Holders Change %
+3.49%
% of All Funds
3.65%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
30
Increased
58
Reduced
69
Closed
24
Calls
$2.4M
Puts
$519K
Net Calls
+$1.88M
Net Calls Change
+$1.99M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$161M +$2.57M +93,788 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$71.3M +$9.94M +363,368 +21%
Franklin Resources
3
Franklin Resources
California
$70.5M +$14.8M +539,330 +44%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$69M -$124K -4,539 -0.2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$66.2M +$1.41M +51,527 +3%
DSC
6
Donald Smith & Co
New York
$42.2M +$48.4K +1,768 +0.1%
State Street
7
State Street
Massachusetts
$34.1M -$1.42K -52 -0%
N
8
Nuveen
North Carolina
$28M -$1.73M -63,215 -7%
Prudential Financial
9
Prudential Financial
New Jersey
$28M -$7.05M -257,465 -24%
Balyasny Asset Management
10
Balyasny Asset Management
Illinois
$26.9M +$1.05M +38,415 +5%
BCM
11
Basswood Capital Management
New York
$21.5M -$5.81M -212,373 -25%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$17.5M +$319K +11,647 +2%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$17.5M -$846K -30,900 -6%
TC
14
Towle & Co
Colorado
$17.2M +$609K +22,250 +5%
Goldman Sachs
15
Goldman Sachs
New York
$16.5M -$529K -19,346 -4%
Northern Trust
16
Northern Trust
Illinois
$16.2M +$2.99M +109,234 +30%
FP
17
Foundry Partners
Minnesota
$13.5M +$2.38M +87,063 +28%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$12.6M -$1.19M -43,525 -11%
Charles Schwab
19
Charles Schwab
California
$10.1M -$501K -18,313 -6%
Ameriprise
20
Ameriprise
Minnesota
$9.22M -$371K -13,572 -5%
Invesco
21
Invesco
Georgia
$8.46M +$3.14M +114,771 +88%
PAM
22
Panagora Asset Management
Massachusetts
$8.28M +$1.16M +42,255 +21%
Principal Financial Group
23
Principal Financial Group
Iowa
$7.35M -$333K -12,176 -5%
Morgan Stanley
24
Morgan Stanley
New York
$6.64M +$2.29M +83,826 +77%
LSV Asset Management
25
LSV Asset Management
Illinois
$6.35M -$1.09M -39,991 -18%

MHO Hedge Fund Activity: Q2 2020 in Review

178 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in M/I Homes (MHO) for Q2 2020, worth a combined $965M — up 112% from $455M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new MHO positions and 24 closed out — a net gain of 6 holders — while 58 added to existing stakes and 69 trimmed.

The largest buyer was Franklin Resources, adding an estimated $14.8M. The largest seller was Prudential Financial, cutting an estimated $7.05M.

  • 178 institutional investors held M/I Homes (MHO) as of Q2 2020, up from 172 in Q1 2020.
  • Funds reported $965M of M/I Homes stock for Q2 2020, up 112% quarter-over-quarter.
  • 30 funds opened new M/I Homes positions in Q2 2020 and 24 closed out, a net change of +6 holders.
  • The largest M/I Homes buyer in Q2 2020 was Franklin Resources, an estimated $14.8M added.
  • The largest M/I Homes seller in Q2 2020 was Prudential Financial, an estimated $7.05M sold.

Based on aggregated 13F filings for Q2 2020.