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Home BancShares

132 hedge funds and large institutions have $1.22B invested in Home BancShares in 2013 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 59 increasing their positions, 51 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

20% more capital invested

Capital invested by funds: $1.01B → $1.22B (+$203M)

16% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 51

1% less funds holding

Funds holding: 134132 (-2)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

67% less call options, than puts

Call options by funds: $63K | Put options by funds: $189K

Holders
132
Holders Change
-2
Holders Change %
-1.49%
% of All Funds
3.83%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
9
Increased
59
Reduced
51
Closed
10
Calls
$63K
Puts
$189K
Net Calls
-$126K
Net Calls Change
-$139K
Name Holding Trade Value Shares
Change
Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$7.71M -$133K -7,706 -2%
Ameriprise
27
Ameriprise
Minnesota
$7.03M +$316K +18,330 +5%
GT
28
Glenmede Trust
Pennsylvania
$6.45M -$6.89M -399,806 -54%
KCM
29
Kennedy Capital Management
Missouri
$6.43M -$6.54M -379,910 -52%
BIM
30
BlackRock Investment Management
Delaware
$6.39M -$95.5K -5,542 -2%
Renaissance Technologies
31
Renaissance Technologies
New York
$6.01M +$531K +30,800 +11%
Public Employees Retirement Association of Colorado
32
Public Employees Retirement Association of Colorado
Colorado
$5.97M
MFIMFI
33
Mesirow Financial Investment Management - Fixed Income
Illinois
$5.65M +$3.04M +176,312 +139%
Prudential Financial
34
Prudential Financial
New Jersey
$5.52M +$65.5K +3,800 +1%
OSAM
35
O'Shaughnessy Asset Management
Connecticut
$5.44M +$829K +48,120 +20%
SI
36
Stephens Inc
Arkansas
$5.31M +$81.8K +4,748 +2%
Wells Fargo
37
Wells Fargo
California
$4.9M +$219K +12,694 +5%
LCG
38
Lisanti Capital Growth
New York
$4.74M +$1.19M +68,910 +37%
Charles Schwab
39
Charles Schwab
California
$4.68M +$177K +10,304 +4%
Public Sector Pension Investment Board (PSP Investments)
40
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.32M +$127K +7,400 +3%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$4.14M +$31K +1,800 +0.8%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$3.94M +$164K +9,500 +5%
EMFAT
43
Emerald Mutual Fund Advisers Trust
Pennsylvania
$3.46M +$1.74M +101,080 +100%
RFC
44
Russell Frank Company
Washington
$3.37M -$5.98M -347,224 -63%
AllianceBernstein
45
AllianceBernstein
Tennessee
$3.36M +$134K +7,800 +5%
NFA
46
Nationwide Fund Advisors
Ohio
$3.33M +$424K +24,596 +16%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$3.06M +$20.7K +1,200 +0.7%
JP Morgan Chase
48
JP Morgan Chase
New York
$3M -$668K -38,750 -19%
MCM
49
Matarin Capital Management
New York
$2.87M +$905K +52,532 +52%
HCM
50
Horrell Capital Management
Arkansas
$2.79M +$655 +38 +0%

HOMB Hedge Fund Activity: Q4 2013 in Review

132 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Home BancShares (HOMB) for Q4 2013, worth a combined $1.22B — up 20% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of HOMB and 9 opened new positions — a net loss of 1 holder — while 51 trimmed existing stakes and 59 added.

The largest buyer was Vanguard Group, adding an estimated $22.7M. The largest seller was Rainier Investment Management, cutting an estimated $9.74M.

  • 132 institutional investors held Home BancShares (HOMB) as of Q4 2013, down from 134 in Q3 2013.
  • Funds reported $1.22B of Home BancShares stock for Q4 2013, up 20% quarter-over-quarter.
  • 9 funds opened new Home BancShares positions in Q4 2013 and 10 closed out, a net change of -1 holder.
  • The largest Home BancShares buyer in Q4 2013 was Vanguard Group, an estimated $22.7M added.
  • The largest Home BancShares seller in Q4 2013 was Rainier Investment Management, an estimated $9.74M sold.

Based on aggregated 13F filings for Q4 2013.