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Home BancShares

219 hedge funds and large institutions have $2.45B invested in Home BancShares in 2016 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 71 increasing their positions, 80 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

71% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 24

62.85% more ownership

Funds ownership: 0%62.85% (+63%)

37% more capital invested

Capital invested by funds: $1.8B → $2.45B (+$656M)

6% more funds holding

Funds holding: 206219 (+13)

11% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 80

48% less call options, than puts

Call options by funds: $76K | Put options by funds: $145K

Holders
219
Holders Change
+13
Holders Change %
+6.31%
% of All Funds
5.47%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
41
Increased
71
Reduced
80
Closed
24
Calls
$76K
Puts
$145K
Net Calls
-$69K
Net Calls Change
-$69K
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
201
Harvest Fund Management
China
$36K +$31.3K +1,290 New
HNB
202
Huntington National Bank
Ohio
$35K +$29K +1,196 +2,392%
VCM
203
Versant Capital Management
Arizona
$26K -$1.09K -45 -5%
FPFS
204
First Personal Financial Services
North Carolina
$17K +$3.49K +144 +31%
IA
205
IFP Advisors
Florida
$15K -$752 -31 -5%
BWP
206
Baldwin Wealth Partners
Massachusetts
$15K
BIG
207
Bellwether Investment Group
Tennessee
$13K +$11.5K +476 New
YWP
208
YorkBridge Wealth Partners
New York
$13K +$12.3K +505 New
FMII
209
Farmers & Merchants Investments Inc
Nebraska
$9K -$679 -28 -8%
FHA
210
First Horizon Advisors
Tennessee
$8K
CAL
211
Capital Advisors Ltd
Ohio
$7K +$6.21K +256 New
MFS
212
MSI Financial Services
Massachusetts
$5K
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$5K +$4.46K +184 New
BTIS
214
BB&T Investment Services
North Carolina
$4K +$3.74K +154 New
SIC
215
Salem Investment Counselors
North Carolina
$3K +$2.91K +120 New
QCG
216
Quadrant Capital Group
Ohio
$2K
PFBT
217
Parkside Financial Bank & Trust
Missouri
$2K +$1.5K +62 New
SFM
218
Systematic Financial Management
New Jersey
-$4.1M -197,200 Closed
APG Asset Management
219
APG Asset Management
Netherlands
-$3.79M -182,320 Closed
CRC
220
Curi RMB Capital
Illinois
-$3.59M -172,500 Closed
PCM
221
Palisade Capital Management
New Jersey
-$2.38M -114,470 Closed
SSA
222
Schonfeld Strategic Advisors
New York
-$1.56M -75,000 Closed
MAG
223
Millrace Asset Group
Pennsylvania
-$832K -40,000 Closed
CSS
224
Cubist Systematic Strategies
Connecticut
-$831K -39,956 Closed
Arrowstreet Capital
225
Arrowstreet Capital
Massachusetts
-$715K -34,353 Closed

HOMB Hedge Fund Activity: Q4 2016 in Review

219 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Home BancShares (HOMB) for Q4 2016, worth a combined $2.45B — up 37% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new HOMB positions and 24 closed out — a net gain of 17 holders — while 71 added to existing stakes and 80 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $26.9M. The largest seller was Invesco, cutting an estimated $48.1M.

  • 219 institutional investors held Home BancShares (HOMB) as of Q4 2016, up from 206 in Q3 2016.
  • Funds reported $2.45B of Home BancShares stock for Q4 2016, up 37% quarter-over-quarter.
  • 41 funds opened new Home BancShares positions in Q4 2016 and 24 closed out, a net change of +17 holders.
  • The largest Home BancShares buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $26.9M added.
  • The largest Home BancShares seller in Q4 2016 was Invesco, an estimated $48.1M sold.

Based on aggregated 13F filings for Q4 2016.