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Home BancShares

234 hedge funds and large institutions have $1.32B invested in Home BancShares in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 74 increasing their positions, 88 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $648K | Put options by funds: $438K

7% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 30

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less funds holding

Funds holding: 235234 (-1)

1.06% less ownership

Funds ownership: 67.13%66.07% (-1.1%)

16% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 88

40% less capital invested

Capital invested by funds: $2.2B → $1.32B (-$886M)

Holders
234
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
5.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
74
Reduced
88
Closed
30
Calls
$648K
Puts
$438K
Net Calls
+$210K
Net Calls Change
-$479K
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
101
Victory Capital Management
Texas
$738K +$424K +24,468 +66%
Morgan Stanley
102
Morgan Stanley
New York
$715K -$4.68M -270,215 -82%
AIP
103
Ameritas Investment Partners
Nebraska
$695K +$7.5K +433 +0.8%
Citigroup
104
Citigroup
New York
$674K -$738K -42,583 -43%
NMIMC
105
Northwestern Mutual Investment Management Company
Wisconsin
$646K +$166K +9,570 +22%
SCM
106
Smith Capital Management
Arkansas
$631K +$29.6K +1,705 +3%
Holocene Advisors
107
Holocene Advisors
New York
$630K -$446K -25,734 -33%
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
$615K +$419K +24,155 +89%
CEP
109
Chicago Equity Partners
Illinois
$520K +$751K +43,350 New
SOMRS
110
State of Michigan Retirement System
Michigan
$517K -$45.1K -2,600 -6%
LIM
111
Lathrop Investment Management
Arkansas
$499K -$41.1K -2,370 -5%
SFS
112
Sowell Financial Services
Arkansas
$495K +$90.7K +5,233 +15%
Thrivent Financial for Lutherans
113
Thrivent Financial for Lutherans
Minnesota
$486K
First Manhattan
114
First Manhattan
New York
$483K
RFN
115
RDA Financial Network
Iowa
$456K
Royal Bank of Canada
116
Royal Bank of Canada
Ontario, Canada
$453K +$101K +5,844 +18%
LSERS
117
Louisiana State Employees Retirement System
Louisiana
$450K
ASRS
118
Arizona State Retirement System
Arizona
$446K -$880K -50,777 -58%
NMERB
119
New Mexico Educational Retirement Board
New Mexico
$444K +$177K +10,200 +38%
COPPSERS
120
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$438K +$158K +9,136 +33%
AG
121
Aperio Group
California
$435K -$339K -19,535 -35%
AIS
122
AlphaOne Investment Services
Pennsylvania
$371K +$160K +9,208 +42%
D.E. Shaw & Co
123
D.E. Shaw & Co
New York
$371K +$536K +30,933 New
DTL
124
Dynamic Technology Lab
Singapore
$361K +$523K +30,147 New
Two Sigma Advisers
125
Two Sigma Advisers
New York
$350K +$506K +29,215 New

HOMB Hedge Fund Activity: Q1 2020 in Review

234 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Home BancShares (HOMB) for Q1 2020, worth a combined $1.32B — down 40% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new HOMB positions and 30 closed out — a net gain of 2 holders — while 74 added to existing stakes and 88 trimmed.

The largest buyer was Vanguard Group, adding an estimated $8.85M. The largest seller was Silvercrest Asset Management, exiting entirely with an estimated $11.7M sold.

  • 234 institutional investors held Home BancShares (HOMB) as of Q1 2020, down from 235 in Q4 2019.
  • Funds reported $1.32B of Home BancShares stock for Q1 2020, down 40% quarter-over-quarter.
  • 32 funds opened new Home BancShares positions in Q1 2020 and 30 closed out, a net change of +2 holders.
  • The largest Home BancShares buyer in Q1 2020 was Vanguard Group, an estimated $8.85M added.
  • The largest Home BancShares seller in Q1 2020 was Silvercrest Asset Management, an estimated $11.7M sold.

Based on aggregated 13F filings for Q1 2020.