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M/I Homes
MHO

224 hedge funds and large institutions have $1.59B invested in M/I Homes in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 75 increasing their positions, 78 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

6% more capital invested

Capital invested by funds: $1.49B → $1.59B (+$96M)

0.16% less ownership

Funds ownership: 87.97% → 87.81% (-0.16%)

4% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 78

8% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 39

2% less funds holding

Funds holding: 228 → 224 (-4)

11% less call options, than puts

Call options by funds: $3.6M | Put options by funds: $4.02M

Holders
224
Holders Change
-4
Holders Change %
-1.75%
% of All Funds
3.45%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
36
Increased
75
Reduced
78
Closed
39
Calls
$3.6M
Puts
$4.02M
Net Calls
-$423K
Net Calls Change
+$2.81M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$22.8M
2
BlackRock
BlackRock
New York
+$12.2M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$11.9M
4
RA
Royce & Associates
New York
+$10.8M
5
State Street
State Street
Massachusetts
+$10.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$39.1M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$22.4M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$21.2M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$10.8M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$9.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$313M +$12.2M +204,825 +4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$124M -$39.1M -653,448 -25%
Vanguard Group
3
Vanguard Group
Pennsylvania
$120M +$116K +1,940 +0.1%
DSC
4
Donald Smith & Co
New York
$99.9M +$7.8M +130,449 +9%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$89.2M -$22.4M -375,285 -21%
State Street
6
State Street
Massachusetts
$85.8M +$10.6M +176,514 +15%
Franklin Resources
7
Franklin Resources
California
$70.2M -$2.88M -48,163 -4%
BCM
8
Basswood Capital Management
New York
$38.1M +$2.99M +49,966 +9%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$35.4M +$1.68M +28,051 +5%
Millennium Management
10
Millennium Management
New York
$29.2M +$22.8M +381,983 +435%
Northern Trust
11
Northern Trust
Illinois
$22.9M -$127K -2,117 -0.6%
TC
12
Towle & Co
Colorado
$22.4M -$108K -1,800 -0.5%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$21.6M -$1.4M -23,458 -6%
Charles Schwab
14
Charles Schwab
California
$20.6M +$786K +13,146 +4%
Goldman Sachs
15
Goldman Sachs
New York
$18.7M +$6.81M +113,845 +61%
N
16
Nuveen
North Carolina
$17.3M -$3.86M -64,489 -19%
Morgan Stanley
17
Morgan Stanley
New York
$15.4M +$5.24M +87,561 +55%
Ameriprise
18
Ameriprise
Minnesota
$14.4M +$3.98M +66,551 +40%
Invesco
19
Invesco
Georgia
$13.9M -$8.7M -145,425 -39%
TIM
20
Timelo Investment Management
Ontario, Canada
$12.8M +$12.4M +206,558 New
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$12.4M +$11.9M +198,675 New
Principal Financial Group
22
Principal Financial Group
Iowa
$12M -$378K -6,321 -3%
RA
23
Royce & Associates
New York
$11.3M +$10.8M +181,403 New
PAM
24
Panagora Asset Management
Massachusetts
$10.5M -$2.18M -36,537 -18%
CC
25
Carlson Capital
Texas
$10.3M +$6.54M +109,317 +196%
1
2 3 4 5

MHO Hedge Fund Activity: Q4 2021 in Review

224 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in M/I Homes (MHO) for Q4 2021, worth a combined $1.59B — up 6.4% from $1.49B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of MHO and 36 opened new positions — a net loss of 3 holders — while 78 trimmed existing stakes and 75 added.

The largest buyer was Millennium Management, adding an estimated $22.8M. The largest seller was Fidelity Investments, cutting an estimated $39.1M.

  • 224 institutional investors held M/I Homes (MHO) as of Q4 2021, down from 228 in Q3 2021.
  • Funds reported $1.59B of M/I Homes stock for Q4 2021, up 6.4% quarter-over-quarter.
  • 36 funds opened new M/I Homes positions in Q4 2021 and 39 closed out, a net change of -3 holders.
  • The largest M/I Homes buyer in Q4 2021 was Millennium Management, an estimated $22.8M added.
  • The largest M/I Homes seller in Q4 2021 was Fidelity Investments, an estimated $39.1M sold.

Based on aggregated 13F filings for Q4 2021.