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M/I Homes

213 hedge funds and large institutions have $1.2B invested in M/I Homes in 2020 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 69 increasing their positions, 80 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 22

6% more funds holding

Funds holding: 201213 (+12)

3.46% less ownership

Funds ownership: 98.09%94.63% (-3.5%)

6% less capital invested

Capital invested by funds: $1.29B → $1.2B (-$83.6M)

14% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 80

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

66% less call options, than puts

Call options by funds: $1.27M | Put options by funds: $3.69M

Holders
213
Holders Change
+12
Holders Change %
+5.97%
% of All Funds
3.77%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
37
Increased
69
Reduced
80
Closed
22
Calls
$1.27M
Puts
$3.69M
Net Calls
-$2.43M
Net Calls Change
-$2.76M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$216M +$7.91M +175,312 +4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$111M +$16.3M +361,425 +17%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$88.4M -$230K -5,099 -0.3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$82.5M +$2.02M +44,687 +2%
Franklin Resources
5
Franklin Resources
California
$68.2M -$9.69M -214,695 -12%
DSC
6
Donald Smith & Co
New York
$49.2M +$1.16M +25,801 +2%
State Street
7
State Street
Massachusetts
$47.3M +$1.93M +42,824 +4%
BCM
8
Basswood Capital Management
New York
$38.3M +$5.93M +131,435 +18%
N
9
Nuveen
North Carolina
$28.4M +$1.39M +30,790 +5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$22.1M +$873K +19,349 +4%
Balyasny Asset Management
11
Balyasny Asset Management
Illinois
$20.3M -$7.57M -167,845 -27%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$20.1M -$1.74M -38,579 -8%
Northern Trust
13
Northern Trust
Illinois
$19.5M -$586K -12,983 -3%
TC
14
Towle & Co
Colorado
$18.7M -$1.78M -39,457 -9%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$17M +$1.69M +37,488 +11%
Goldman Sachs
16
Goldman Sachs
New York
$14.7M -$2.86M -63,288 -16%
Prudential Financial
17
Prudential Financial
New Jersey
$14.4M -$9.54M -211,580 -39%
FP
18
Foundry Partners
Minnesota
$13.8M -$304K -6,737 -2%
Invesco
19
Invesco
Georgia
$12.9M +$2.81M +62,244 +27%
Charles Schwab
20
Charles Schwab
California
$12.7M +$210K +4,663 +2%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$11.5M +$4.48M +99,261 +62%
Ameriprise
22
Ameriprise
Minnesota
$10.7M +$205K +4,543 +2%
PAM
23
Panagora Asset Management
Massachusetts
$10.5M -$373K -8,262 -3%
Principal Financial Group
24
Principal Financial Group
Iowa
$8.76M -$324K -7,184 -4%
Hotchkis & Wiley Capital Management
25
Hotchkis & Wiley Capital Management
California
$6.54M +$2.63M +58,280 +65%

MHO Hedge Fund Activity: Q4 2020 in Review

213 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in M/I Homes (MHO) for Q4 2020, worth a combined $1.2B — down 6.5% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new MHO positions and 22 closed out — a net gain of 15 holders — while 69 added to existing stakes and 80 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $16.3M. The largest seller was Capital Growth Management, exiting entirely with an estimated $15.2M sold.

  • 213 institutional investors held M/I Homes (MHO) as of Q4 2020, up from 201 in Q3 2020.
  • Funds reported $1.2B of M/I Homes stock for Q4 2020, down 6.5% quarter-over-quarter.
  • 37 funds opened new M/I Homes positions in Q4 2020 and 22 closed out, a net change of +15 holders.
  • The largest M/I Homes buyer in Q4 2020 was Fidelity Investments, an estimated $16.3M added.
  • The largest M/I Homes seller in Q4 2020 was Capital Growth Management, an estimated $15.2M sold.

Based on aggregated 13F filings for Q4 2020.