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M/I Homes

208 hedge funds and large institutions have $1.58B invested in M/I Homes in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 73 increasing their positions, 81 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

31% more capital invested

Capital invested by funds: $1.2B → $1.58B (+$378M)

7% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 29

10% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 81

2% less funds holding

Funds holding: 213208 (-5)

2.55% less ownership

Funds ownership: 94.63%92.08% (-2.6%)

48% less call options, than puts

Call options by funds: $1.83M | Put options by funds: $3.53M

Holders
208
Holders Change
-5
Holders Change %
-2.35%
% of All Funds
3.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
27
Increased
73
Reduced
81
Closed
29
Calls
$1.83M
Puts
$3.53M
Net Calls
-$1.7M
Net Calls Change
+$727K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$309M +$18.4M +354,519 +7%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$147M -$1.36M -26,193 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$116M -$2.01M -38,758 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$112M +$2.13M +41,110 +2%
Franklin Resources
5
Franklin Resources
California
$73.1M -$15.8M -303,520 -20%
State Street
6
State Street
Massachusetts
$69.5M +$5.59M +107,660 +10%
DSC
7
Donald Smith & Co
New York
$63M -$2.25M -43,399 -4%
BCM
8
Basswood Capital Management
New York
$40M -$9.7M -186,831 -22%
N
9
Nuveen
North Carolina
$39.4M +$1.36M +26,212 +4%
Balyasny Asset Management
10
Balyasny Asset Management
Illinois
$35.3M +$7.24M +139,454 +30%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$31.7M +$1.92M +36,941 +7%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$26.9M +$8.67K +167 +0%
TC
13
Towle & Co
Colorado
$24.2M -$659K -12,690 -3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$23M +$258K +4,971 +1%
Northern Trust
15
Northern Trust
Illinois
$22.5M -$3.16M -60,927 -14%
Charles Schwab
16
Charles Schwab
California
$17.5M +$452K +8,712 +3%
Ameriprise
17
Ameriprise
Minnesota
$16M +$1.59M +30,581 +13%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$15M -$272K -5,245 -2%
FP
19
Foundry Partners
Minnesota
$13.8M -$3.99M -76,771 -25%
Invesco
20
Invesco
Georgia
$13.8M -$2.96M -56,975 -20%
PAM
21
Panagora Asset Management
Massachusetts
$13.4M -$604K -11,624 -5%
Principal Financial Group
22
Principal Financial Group
Iowa
$11.8M +$121K +2,328 +1%
Prudential Financial
23
Prudential Financial
New Jersey
$11.7M -$6.68M -128,573 -39%
Goldman Sachs
24
Goldman Sachs
New York
$11.2M -$7.44M -143,185 -43%
Hotchkis & Wiley Capital Management
25
Hotchkis & Wiley Capital Management
California
$9.41M +$606K +11,670 +8%

MHO Hedge Fund Activity: Q1 2021 in Review

208 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in M/I Homes (MHO) for Q1 2021, worth a combined $1.58B — up 31% from $1.2B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of MHO and 27 opened new positions — a net loss of 2 holders — while 81 trimmed existing stakes and 73 added.

The largest buyer was BlackRock, adding an estimated $18.4M. The largest seller was Franklin Resources, cutting an estimated $15.8M.

  • 208 institutional investors held M/I Homes (MHO) as of Q1 2021, down from 213 in Q4 2020.
  • Funds reported $1.58B of M/I Homes stock for Q1 2021, up 31% quarter-over-quarter.
  • 27 funds opened new M/I Homes positions in Q1 2021 and 29 closed out, a net change of -2 holders.
  • The largest M/I Homes buyer in Q1 2021 was BlackRock, an estimated $18.4M added.
  • The largest M/I Homes seller in Q1 2021 was Franklin Resources, an estimated $15.8M sold.

Based on aggregated 13F filings for Q1 2021.