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M/I Homes

259 hedge funds and large institutions have $2.3B invested in M/I Homes in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 74 increasing their positions, 102 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

305% more call options, than puts

Call options by funds: $20.2M | Put options by funds: $4.98M

50% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 34

40% more capital invested

Capital invested by funds: $1.64B → $2.3B (+$661M)

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

6% more funds holding

Funds holding: 244259 (+15)

0.97% more ownership

Funds ownership: 93.35%94.33% (+0.97%)

27% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 102

Holders
259
Holders Change
+15
Holders Change %
+6.15%
% of All Funds
4.07%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
51
Increased
74
Reduced
102
Closed
34
Calls
$20.2M
Puts
$4.98M
Net Calls
+$15.2M
Net Calls Change
+$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$424M +$17.5M +246,699 +5%
DSC
2
Donald Smith & Co
New York
$179M -$166K -2,345 -0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$167M +$599K +8,465 +0.4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$117M -$1.2M -17,011 -1%
State Street
5
State Street
Massachusetts
$105M +$933K +13,183 +1%
Franklin Resources
6
Franklin Resources
California
$65.9M -$21.8M -307,392 -29%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$64.7M +$39.8M +562,305 +312%
Goldman Sachs
8
Goldman Sachs
New York
$62.1M +$12.6M +177,667 +33%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$61.3M +$149K +2,108 +0.3%
TC
10
Towle & Co
Colorado
$48M -$702K -9,910 -2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$46.7M +$1.81M +25,547 +5%
Charles Schwab
12
Charles Schwab
California
$40.3M -$779K -10,998 -2%
Pacer Advisors
13
Pacer Advisors
Pennsylvania
$39.8M +$13.5M +191,266 +72%
Assenagon Asset Management
14
Assenagon Asset Management
Luxembourg
$38.1M +$5.57M +78,684 +22%
JP Morgan Chase
15
JP Morgan Chase
New York
$34.6M +$19.6M +276,730 +231%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$33.8M +$2.56M +36,216 +10%
American Century Companies
17
American Century Companies
Missouri
$33M +$8.15M +115,174 +44%
Invesco
18
Invesco
Georgia
$32.3M +$3.79M +53,590 +17%
Morgan Stanley
19
Morgan Stanley
New York
$32.2M +$1.65M +23,317 +7%
Northern Trust
20
Northern Trust
Illinois
$31.8M +$1.71M +24,144 +7%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$28.6M -$372K -5,261 -2%
N
22
Nuveen
North Carolina
$24.5M -$9.83M -138,902 -46%
BCM
23
Basswood Capital Management
New York
$23.5M +$1.46M +20,574 +8%
Verition Fund Management
24
Verition Fund Management
Connecticut
$22.7M -$5.9M -83,279 -24%
Man Group
25
Man Group
United Kingdom
$21.6M +$17.5M +247,258 New

MHO Hedge Fund Activity: Q2 2023 in Review

259 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in M/I Homes (MHO) for Q2 2023, worth a combined $2.3B — up 40% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new MHO positions and 34 closed out — a net gain of 17 holders — while 74 added to existing stakes and 102 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $39.8M. The largest seller was Franklin Resources, cutting an estimated $21.8M.

  • 259 institutional investors held M/I Homes (MHO) as of Q2 2023, up from 244 in Q1 2023.
  • Funds reported $2.3B of M/I Homes stock for Q2 2023, up 40% quarter-over-quarter.
  • 51 funds opened new M/I Homes positions in Q2 2023 and 34 closed out, a net change of +17 holders.
  • The largest M/I Homes buyer in Q2 2023 was Acadian Asset Management, an estimated $39.8M added.
  • The largest M/I Homes seller in Q2 2023 was Franklin Resources, an estimated $21.8M sold.

Based on aggregated 13F filings for Q2 2023.