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M/I Homes

228 hedge funds and large institutions have $1.49B invested in M/I Homes in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 67 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

1% more funds holding

Funds holding: 225228 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $1.56B → $1.49B (-$69.5M)

3.15% less ownership

Funds ownership: 91.12%87.97% (-3.2%)

29% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 95

44% less call options, than puts

Call options by funds: $4.19M | Put options by funds: $7.42M

Holders
228
Holders Change
+3
Holders Change %
+1.33%
% of All Funds
3.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
67
Reduced
95
Closed
21
Calls
$4.19M
Puts
$7.42M
Net Calls
-$3.23M
Net Calls Change
-$915K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$279M -$8.27M -134,993 -3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$153M +$1.38M +22,580 +0.9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$112M -$23.6K -386 -0%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$105M -$8.18M -133,596 -7%
DSC
5
Donald Smith & Co
New York
$85.3M +$9.37M +153,091 +12%
State Street
6
State Street
Massachusetts
$69.5M -$1.29M -21,059 -2%
Franklin Resources
7
Franklin Resources
California
$68.1M -$2.99M -48,770 -4%
BCM
8
Basswood Capital Management
New York
$32.5M -$124K -2,024 -0.4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$31.3M -$1.01M -16,521 -3%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$25.1M +$6.33M +103,401 +31%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$21.4M +$135K +2,203 +0.6%
Northern Trust
12
Northern Trust
Illinois
$21.4M -$524K -8,553 -2%
Invesco
13
Invesco
Georgia
$21.4M -$4.88M -79,701 -18%
TC
14
Towle & Co
Colorado
$20.9M -$427K -6,973 -2%
N
15
Nuveen
North Carolina
$19.8M -$6.41M -104,625 -23%
Charles Schwab
16
Charles Schwab
California
$18.4M +$821K +13,410 +4%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$17.3M -$5.78M -94,319 -24%
FP
18
Foundry Partners
Minnesota
$12.3M -$624K -10,185 -5%
PAM
19
Panagora Asset Management
Massachusetts
$11.9M -$68.8K -1,124 -0.5%
Principal Financial Group
20
Principal Financial Group
Iowa
$11.6M -$127K -2,078 -1%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$11.6M -$480K -7,844 -4%
Prudential Financial
22
Prudential Financial
New Jersey
$11M -$3.5M -57,230 -23%
Goldman Sachs
23
Goldman Sachs
New York
$10.8M +$1.5M +24,575 +15%
Ameriprise
24
Ameriprise
Minnesota
$9.58M -$211K -3,452 -2%
Morgan Stanley
25
Morgan Stanley
New York
$9.22M -$2.24M -36,499 -19%

MHO Hedge Fund Activity: Q3 2021 in Review

228 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in M/I Homes (MHO) for Q3 2021, worth a combined $1.49B — down 4.5% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new MHO positions and 21 closed out — a net gain of 4 holders — while 67 added to existing stakes and 95 trimmed.

The largest buyer was Donald Smith & Co, adding an estimated $9.37M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $14.6M sold.

  • 228 institutional investors held M/I Homes (MHO) as of Q3 2021, up from 225 in Q2 2021.
  • Funds reported $1.49B of M/I Homes stock for Q3 2021, down 4.5% quarter-over-quarter.
  • 25 funds opened new M/I Homes positions in Q3 2021 and 21 closed out, a net change of +4 holders.
  • The largest M/I Homes buyer in Q3 2021 was Donald Smith & Co, an estimated $9.37M added.
  • The largest M/I Homes seller in Q3 2021 was Balyasny Asset Management, an estimated $14.6M sold.

Based on aggregated 13F filings for Q3 2021.