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M/I Homes

222 hedge funds and large institutions have $920M invested in M/I Homes in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 76 increasing their positions, 81 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more call options, than puts

Call options by funds: $15.7M | Put options by funds: $2.62M

59% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 22

6% more funds holding

Funds holding: 210222 (+12)

2.51% more ownership

Funds ownership: 88.94%91.45% (+2.5%)

6% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 81

8% less capital invested

Capital invested by funds: $998M → $920M (-$78M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
222
Holders Change
+12
Holders Change %
+5.71%
% of All Funds
3.82%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
35
Increased
76
Reduced
81
Closed
22
Calls
$15.7M
Puts
$2.62M
Net Calls
+$13.1M
Net Calls Change
-$2.64M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$167M -$9.08M -210,292 -4%
DSC
2
Donald Smith & Co
New York
$75.5M +$10.9K +253 +0%
Vanguard Group
3
Vanguard Group
Pennsylvania
$70.3M +$591K +13,685 +0.7%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$49.5M -$472K -10,929 -0.8%
Franklin Resources
5
Franklin Resources
California
$46.8M -$991K -22,956 -2%
State Street
6
State Street
Massachusetts
$42.7M -$2.56M -59,189 -5%
AMH
7
Apollo Management Holdings
New York
$30.5M +$36.3M +840,732 New
Fidelity Investments
8
Fidelity Investments
Massachusetts
$21.8M -$40.1M -928,781 -61%
TC
9
Towle & Co
Colorado
$20.4M -$1.74M -40,330 -7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$17.5M -$30K -695 -0.1%
Assenagon Asset Management
11
Assenagon Asset Management
Luxembourg
$16.5M +$6.43M +148,882 +49%
Millennium Management
12
Millennium Management
New York
$16.3M +$11.6M +268,240 +147%
Charles Schwab
13
Charles Schwab
California
$15.5M +$1.44M +33,267 +8%
Goldman Sachs
14
Goldman Sachs
New York
$14.2M -$4.49M -104,062 -21%
Balyasny Asset Management
15
Balyasny Asset Management
Illinois
$13.3M +$6.13M +142,009 +63%
Northern Trust
16
Northern Trust
Illinois
$12.3M -$349K -8,073 -2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$11.7M +$244K +5,649 +2%
Morgan Stanley
18
Morgan Stanley
New York
$11.6M +$933K +21,608 +7%
CC
19
Carlson Capital
Texas
$10.1M -$347K -8,033 -3%
Marshall Wace
20
Marshall Wace
United Kingdom
$9.58M +$9.44M +218,561 +478%
Invesco
21
Invesco
Georgia
$8.88M +$3.14M +72,758 +42%
Citadel Advisors
22
Citadel Advisors
Florida
$7.97M +$3.6M +83,361 +61%
OCM
23
Oaktree Capital Management
California
$7.61M
N
24
Nuveen
North Carolina
$7.25M -$97.1K -2,249 -1%
RA
25
Royce & Associates
New York
$7.15M +$3.9M +90,318 +84%

MHO Hedge Fund Activity: Q3 2022 in Review

222 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in M/I Homes (MHO) for Q3 2022, worth a combined $920M — down 7.8% from $998M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new MHO positions and 22 closed out — a net gain of 13 holders — while 76 added to existing stakes and 81 trimmed.

The largest buyer was Apollo Management Holdings, opening a new position worth an estimated $36.3M. The largest seller was Fidelity Investments, cutting an estimated $40.1M.

  • 222 institutional investors held M/I Homes (MHO) as of Q3 2022, up from 210 in Q2 2022.
  • Funds reported $920M of M/I Homes stock for Q3 2022, down 7.8% quarter-over-quarter.
  • 35 funds opened new M/I Homes positions in Q3 2022 and 22 closed out, a net change of +13 holders.
  • The largest M/I Homes buyer in Q3 2022 was Apollo Management Holdings, an estimated $36.3M added.
  • The largest M/I Homes seller in Q3 2022 was Fidelity Investments, an estimated $40.1M sold.

Based on aggregated 13F filings for Q3 2022.