M/I Homes
290 hedge funds and large institutions have $3.14B invested in M/I Homes in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 114 increasing their positions, 97 reducing their positions, and 50 closing their positions.
91% more call options, than puts
Call options by funds: $22.3M | Put options by funds: $11.6M
18% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 97
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
2.53% less ownership
Funds ownership: 95.2% → 92.67% (-2.5%)
4% less funds holding
Funds holding: 302 → 290 (-12)
13% less capital invested
Capital invested by funds: $3.6B → $3.14B (-$465M)
18% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 50
Top Buyers
| 1 |
Goldman Sachs
New York
|
+$21.7M |
| 2 |
State Street
Boston,
Massachusetts
|
+$17.7M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$7.46M |
| 4 |
Jane Street
New York
|
+$6.9M |
| 5 |
Renaissance Technologies
New York
|
+$6.31M |
Top Sellers
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$38.4M |
| 2 |
Westfield Capital Management
Boston,
Massachusetts
|
-$18.6M |
| 3 |
BlackRock
New York
|
-$16.7M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$16.2M |
| 5 |
DSC
Donald Smith & Co
New York
|
-$12.9M |
MHO Hedge Fund Activity: Q2 2024 in Review
290 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in M/I Homes (MHO) for Q2 2024, worth a combined $3.14B — down 13% from $3.6B a quarter earlier.
Sellers outnumbered buyers: 50 funds closed out of MHO and 41 opened new positions — a net loss of 9 holders — while 97 trimmed existing stakes and 114 added.
The largest buyer was Goldman Sachs, adding an estimated $21.7M. The largest seller was Pacer Advisors, cutting an estimated $38.4M.
- 290 institutional investors held M/I Homes (MHO) as of Q2 2024, down from 302 in Q1 2024.
- Funds reported $3.14B of M/I Homes stock for Q2 2024, down 13% quarter-over-quarter.
- 41 funds opened new M/I Homes positions in Q2 2024 and 50 closed out, a net change of -9 holders.
- The largest M/I Homes buyer in Q2 2024 was Goldman Sachs, an estimated $21.7M added.
- The largest M/I Homes seller in Q2 2024 was Pacer Advisors, an estimated $38.4M sold.
Based on aggregated 13F filings for Q2 2024.