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Home BancShares
HOMB

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: 1 → 2 (+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: 206 → 219 (+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

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$26.9M
2
State Street
State Street
Massachusetts
+$25.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$22.7M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$16M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$14.6M

Top Sellers

1
Invesco
Invesco
Georgia
-$48.1M
2
WHG
Westwood Holdings Group
Texas
-$9.99M
3
SI
Stephens Inc
Arkansas
-$7.69M
4
DAM
Davis Asset Management
California
-$7.28M
5
BG
BlackRock Group
United Kingdom
-$6.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$322M +$4.56M +187,950 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$282M +$8.76M +360,981 +4%
BFA
3
BlackRock Fund Advisors
California
$263M +$26.9M +1,107,634 +13%
State Street
4
State Street
Massachusetts
$120M +$25.8M +1,061,708 +33%
BIT
5
BlackRock Institutional Trust
California
$105M +$9.15M +377,170 +11%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$86.7M -$973K -40,087 -1%
Northern Trust
7
Northern Trust
Illinois
$79.8M +$1.58M +64,998 +2%
WHG
8
Westwood Holdings Group
Texas
$68.4M -$9.99M -411,570 -14%
Goldman Sachs
9
Goldman Sachs
New York
$61.5M +$3.56M +146,759 +7%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$60.5M +$1.9M +78,309 +4%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$54M +$16M +660,110 +51%
WRF
12
Waddell & Reed Financial
Kansas
$50.5M +$8.82M +363,610 +25%
GT
13
Glenmede Trust
Pennsylvania
$49.3M +$9.82M +404,562 +29%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$43.2M -$2.7M -111,136 -7%
Luther King Capital Management (LKCM)
15
Luther King Capital Management (LKCM)
Texas
$29.3M -$2.93M -120,665 -10%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$28.2M +$3.04M +125,352 +14%
Victory Capital Management
17
Victory Capital Management
Texas
$28M +$2.46M +101,420 +11%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$26M +$22.7M +935,800 New
Norges Bank
19
Norges Bank
Norway
$25.9M +$509K +20,971 +2%
Principal Financial Group
20
Principal Financial Group
Iowa
$25.9M +$493K +20,319 +2%
William Blair Investment Management
21
William Blair Investment Management
Illinois
$22.4M -$110K -4,548 -0.6%
CCM
22
Copeland Capital Management
Pennsylvania
$21.4M -$4.32M -178,060 -19%
CAM
23
Cortina Asset Management
Wisconsin
$19.3M -$1.32M -54,202 -7%
Bank of America
24
Bank of America
North Carolina
$19.2M +$4.02M +165,748 +31%
Ameriprise
25
Ameriprise
Minnesota
$17.8M -$1.48M -61,117 -9%
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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.