M/I HOMES INC MHO
COM · Common Stock · CUSIP 55305B101 · ISIN US55305B1017
American home construction company
- SectorIndustrials
- IndustryOperative Builders
- HeadquartersColumbus, OH
- Founded1976
- Websitemihomes.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($24.0m this quarter). Holder counts are more reliable. Shares outstanding: 27.8m as of 2024-04-24, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $136.18. Options: 11 managers hold calls ($31.5m notional), 9 hold puts ($17.1m).
Trends to Q1 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 223 |
| Q4 2022 | 220 |
| Q1 2023 | 246 |
| Q2 2023 | 261 |
| Q3 2023 | 263 |
| Q4 2023 | 285 |
| Q1 2024 | 304 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 91 | 120 |
| Q1 2023 | 140 | 100 |
| Q2 2023 | 125 | 138 |
| Q3 2023 | 129 | 135 |
| Q4 2023 | 135 | 143 |
| Q1 2024 | 155 | 142 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $20.2m | $5.0m | 0.25 |
| Q3 2023 | $16.2m | $9.0m | 0.56 |
| Q4 2023 | $34.8m | $19.3m | 0.55 |
| Q1 2024 | $31.5m | $17.1m | 0.54 |
Biggest buyers
| Pacer Advisors, Inc. | Added | +415.4k |
| MORGAN STANLEY | Added | +248.9k |
| FRANKLIN RESOURCES INC | Added | +188.1k |
| STATE STREET CORP | Added | +140.2k |
| Empowered Funds, LLC | Added | +123.5k |
| Qube Research & Technologies Ltd | Added | +115.9k |
| AMERICAN CENTURY COMPANIES INC | Added | +97.5k |
| BlackRock Inc. | Added | +94.2k |
| Allianz Asset Management GmbH | Added | +41.2k |
| VANGUARD GROUP INC | Added | +39.5k |
Biggest sellers
| TOWLE & CO | Sold out | -277.8k |
| Sumitomo Mitsui DS Asset Management Company, Ltd | Sold out | -184.3k |
| PANAGORA ASSET MANAGEMENT INC | Sold out | -139.5k |
| ACADIAN ASSET MANAGEMENT LLC | Reduced | -95.7k |
| JANUS HENDERSON GROUP PLC | Reduced | -82.8k |
| Steamboat Capital Partners, LLC | Reduced | -78.7k |
| DONALD SMITH & CO., INC. | Reduced | -69.4k |
| Amundi | Reduced | -68.1k |
| GOLDMAN SACHS GROUP INC | Reduced | -54.4k |
| Russell Investments Group, Ltd. | Reduced | -43.3k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $10.9m79.7k shares |
| CITADEL ADVISORS LLC | Added | $7.4m54.6k shares |
| PEAK6 Investments LLC | Reduced | $5.6m41.2k shares |
| D. E. Shaw & Co., Inc. | New | $2.7m19.7k shares |
| Cubist Systematic Strategies, LLC | Reduced | $1.9m13.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.0m7.6k shares |
| WOLVERINE TRADING, LLC | Reduced | $790.5k5.8k shares |
| JANE STREET GROUP, LLC | Reduced | $776.9k5.7k shares |
| TUDOR INVESTMENT CORP ET AL | Reduced | $218.1k1.6k shares |
| GROUP ONE TRADING LLC | Added | $190.8k1.4k shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $5.4m39.5k shares |
| D. E. Shaw & Co., Inc. | Added | $5.2m37.9k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $3.8m28.1k shares |
| Cubist Systematic Strategies, LLC | Reduced | $1.1m8.3k shares |
| SIMPLEX TRADING, LLC | Added | $586.0k4.3k shares |
| WOLVERINE TRADING, LLC | Reduced | $572.4k4.2k shares |
| JANE STREET GROUP, LLC | Reduced | $327.1k2.4k shares |
| GROUP ONE TRADING LLC | New | $81.8k600 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution -3.0 pts · filed 2025-04-29 | 15.8% |
| DONALD SMITH & CO., INC. 13G · institution -0.4 pts · filed 2026-08-11 | 5.4% |
| STATE STREET CORP 13G · institution +0.3 pts · filed 2026-08-07 | 5.2% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.1% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q1 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 0 | — | 3 | $7.5m | — |
| Q2 2023 | 0 | — | 3 | $8.5m | — |
| Q3 2023 | 0 | — | 3 | $10.0m | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 3 | $8.7m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-03-07 | HUNKER ANN MARIE Principal Accounting Officer | Sold | $316.3k2.5k shares |
| 2024-03-07 | HUNKER ANN MARIE Principal Accounting Officer | Sold | $134.8k1.0k shares |
| 2024-02-21 | SCHOTTENSTEIN ROBERT H Chairman, CEO & President, director | Sold | $3.1m25.6k shares |
| 2024-02-21 | SCHOTTENSTEIN ROBERT H Chairman, CEO & President, director | Sold | $398.9k3.3k shares |
| 2024-02-20 | CREEK PHILLIP G Ex. Vice President and CFO, director | Sold | $2.0m17.4k shares |
| 2024-02-12 | CREEK PHILLIP G Ex. Vice President and CFO, director | Sold | $1.9m15.3k shares |
| 2024-02-12 | CREEK PHILLIP G Ex. Vice President and CFO, director | Sold | $581.1k4.7k shares |
| 2024-02-09 | CREEK PHILLIP G Ex. Vice President and CFO, director | Sold | $241.9k2.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.02% of their portfolio | 4.8m $652.1m | Added +94.2k |
| VANGUARD GROUP INC 0.01% of their portfolio | 2.1m $285.7m | Added +39.5k |
| DONALD SMITH & CO., INC. 4.73% of their portfolio | 1.5m $203.3m | Reduced -69.4k |
| Pacer Advisors, Inc. 0.47% of their portfolio | 1.5m $202.6m | Added +415.4k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 1.3m $181.5m | Reduced -7.6k |
| STATE STREET CORP 0.01% of their portfolio | 1.3m $179.6m | Added +140.2k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.87% of their portfolio | 1.2m $166.3m | Added +35.6k |
| ACADIAN ASSET MANAGEMENT LLC 0.41% of their portfolio | 869.4k $118.5m | Reduced -95.7k |
| MORGAN STANLEY 0.00% of their portfolio | 791.1k $107.8m | Added +248.9k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 755.0k $102.9m | Reduced -54.4k |
| FRANKLIN RESOURCES INC 0.03% of their portfolio | 721.7k $98.4m | Added +188.1k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.09% of their portfolio | 696.0k $94.9m | Reduced -11.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 660.3k $90.0m | Added +26.4k |
| AMERICAN CENTURY COMPANIES INC 0.06% of their portfolio | 653.7k $89.1m | Added +97.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 577.1k $78.7m | Reduced -25.1k |
| Invesco Ltd. 0.02% of their portfolio | 524.2k $71.4m | Reduced -3.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 421.1k $57.4m | Reduced -13.9k |
| MACQUARIE GROUP LTD 0.06% of their portfolio | 366.6k $50.0m | Reduced -11.7k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 346.7k $47.3m | Reduced -18.0k |
| JANUS HENDERSON GROUP PLC 0.02% of their portfolio | 306.8k $41.8m | Reduced -82.8k |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. 2.35% of their portfolio | 295.1k $40.2m | Added +35.7k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 251.6k $34.3m | Reduced -38.1k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 248.6k $33.9m | Reduced -15.0k |
| Empowered Funds, LLC 0.24% of their portfolio | 196.2k $26.7m | Added +123.5k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.53% of their portfolio | 191.6k $26.1m | Added +10.4k |
| COMERICA BANK 0.10% of their portfolio | 173.5k $23.6m | Reduced -4.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 156.1k $21.3m | Added +3.9k |
| ROYCE & ASSOCIATES LP 0.17% of their portfolio | 139.9k $19.1m | Reduced -2.1k |
| Qube Research & Technologies Ltd 0.03% of their portfolio | 135.7k $18.5m | Added +115.9k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 115.4k $15.9m | Reduced -2.2k |
| NORDEA INVESTMENT MANAGEMENT AB 0.02% of their portfolio | 101.7k $14.0m | Reduced -388 |
| Brandywine Global Investment Management, LLC 0.10% of their portfolio | 100.7k $13.7m | Reduced -735 |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 90.3k $12.3m | Reduced -417 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 85.9k $11.7m | Added +19.9k |
| BARCLAYS PLC 0.01% of their portfolio | 84.7k $11.5m | Added +12.9k |
| Allianz Asset Management GmbH 0.02% of their portfolio | 84.7k $11.5m | Added +41.2k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 84.3k $11.1m | Reduced -43.3k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 83.9k $11.4m | Reduced -8.3k |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 82.4k $11.2m | Reduced -18.3k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 81.0k $11.0m | Reduced -3.8k |
| Vision Capital Corp 3.29% of their portfolio | 80.4k $11.0m | Reduced -33 |
| Legal & General Group Plc 0.00% of their portfolio | 79.1k $10.8m | Added +296 |
| AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 72.3k $9.9m | Reduced -3.4k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 69.7k $9.5m | Reduced -8.2k |
| FMR LLC 0.00% of their portfolio | 68.1k $9.3m | Reduced -11.7k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 65.5k $8.9m | Added +1.6k |
| De Lisle Partners LLP 2.06% of their portfolio | 65.3k $8.9m | First filing |
| Point72 Asset Management, L.P. 0.02% of their portfolio | 62.2k $8.5m | Added +17.9k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 57.7k $7.9m | Reduced -4.8k |
| Public Sector Pension Investment Board 0.06% of their portfolio | 57.1k $7.8m | Reduced -710 |
| UBS Group AG 0.00% of their portfolio | 57.0k $7.8m | Added +33.8k |
| Swiss National Bank 0.01% of their portfolio | 55.0k $7.5m | Added +200 |
| ALGERT GLOBAL LLC 0.27% of their portfolio | 51.0k $6.9m | Reduced -37.0k |
| Steamboat Capital Partners, LLC 2.35% of their portfolio | 50.1k $6.8m | Reduced -78.7k |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 49.9k $6.8m | Reduced -812 |
| Bridgewater Associates, LP 0.03% of their portfolio | 48.5k $6.6m | Added +38.0k |
| CONGRESS ASSET MANAGEMENT CO 0.05% of their portfolio | 47.3k $6.4m | Added +213 |
| JAMES INVESTMENT RESEARCH, INC. 0.71% of their portfolio | 43.9k $6.0m | Added +6.0k |
| RBF Capital, LLC 0.32% of their portfolio | 41.7k $5.7m | Unchanged |
| ASSETMARK, INC 0.02% of their portfolio | 40.8k $5.6m | Added +780 |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 39.3k $5.3m | Reduced -3.8k |
| Assenagon Asset Management S.A. 0.01% of their portfolio | 39.1k $5.3m | Reduced -28.2k |
| Old North State Wealth Management, LLC 3.34% of their portfolio | 37.6k $5.1m | Added +26.8k |
| OBERWEIS ASSET MANAGEMENT INC/ 0.36% of their portfolio | 36.2k $4.9m | Reduced -12.6k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 35.9k $4.9m | Added +410 |
| CITIGROUP INC 0.01% of their portfolio | 34.8k $4.7m | Reduced -42.3k |
| TWINBEECH CAPITAL LP 0.09% of their portfolio | 33.8k $4.6m | New |
| CAPITAL FUND MANAGEMENT S.A. 0.05% of their portfolio | 32.4k $4.4m | Added +1.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 32.1k $4.4m | Reduced -967 |
| Skandinaviska Enskilda Banken AB (publ) 0.02% of their portfolio | 31.9k $4.3m | Reduced -7.1k |
| Edgestream Partners, L.P. 0.21% of their portfolio | 31.6k $4.3m | Reduced -3.5k |
| BI Asset Management Fondsmaeglerselskab A/S 0.08% of their portfolio | 31.4k $4.3m | New |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 31.1k $4.2m | Reduced -12.8k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 30.5k $4.2m | Added +1.7k |
| LSV ASSET MANAGEMENT 0.01% of their portfolio | 30.4k $4.1m | Reduced -5.3k |
| Voss Capital, LP 0.34% of their portfolio | 30.0k $4.1m | Added +5.0k |
| Stratos Wealth Partners, LTD. 0.07% of their portfolio | 30.0k $4.1m | Added +3.7k |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 29.8k $4.1m | Reduced -15.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 27.8k $3.8m | Reduced -1.6k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 27.6k $3.8m | New |
| TEXAS PERMANENT SCHOOL FUND CORP 0.03% of their portfolio | 24.4k $3.3m | Added +316 |
| TD Asset Management Inc 0.00% of their portfolio | 23.7k $3.2m | Added +1.0k |
| Mariner, LLC 0.01% of their portfolio | 23.5k $3.2m | Added +569 |
| HRT FINANCIAL LP 0.02% of their portfolio | 22.8k $3.1m | Reduced -4.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 22.7k $3.1m | Added +7.6k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.02% of their portfolio | 22.5k $3.1m | Added +1.6k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 22.1k $3.0m | Added +688 |
| Cubic Asset Management, LLC 0.71% of their portfolio | 22.0k $3.0m | Unchanged |
| Fisher Asset Management, LLC 0.00% of their portfolio | 21.2k $2.9m | Reduced -2.5k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 21.1k $2.9m | Added +3.1k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 20.5k $2.8m | Added +13.1k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 19.9k $2.7m | Reduced -2.1k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 19.8k $2.7m | Reduced -1.8k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 19.7k $2.7m | Added +15.8k |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 18.7k $2.6m | Added +15.9k |
| Rafferty Asset Management, LLC 0.01% of their portfolio | 18.6k $2.5m | Reduced -1.5k |
| State of Tennessee, Department of Treasury 0.01% of their portfolio | 18.6k $2.5m | Reduced -1.8k |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 17.6k $2.4m | Added +5.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 17.6k $2.4m | Added +391 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 17.5k $2.4m | Added +7.4k |