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Home BancShares

235 hedge funds and large institutions have $2.2B invested in Home BancShares in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 76 increasing their positions, 81 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

413% more call options, than puts

Call options by funds: $856K | Put options by funds: $167K

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

6% more capital invested

Capital invested by funds: $2.07B → $2.2B (+$129M)

4% more funds holding

Funds holding: 226235 (+9)

0.25% more ownership

Funds ownership: 66.88%67.13% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 81

Holders
235
Holders Change
+9
Holders Change %
+3.98%
% of All Funds
4.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
76
Reduced
81
Closed
11
Calls
$856K
Puts
$167K
Net Calls
+$689K
Net Calls Change
-$1.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$393M -$4.3M -228,099 -1%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$336M +$3.35M +177,803 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$276M -$8.33M -441,906 -3%
State Street
4
State Street
Massachusetts
$112M -$3.84M -203,728 -3%
Northern Trust
5
Northern Trust
Illinois
$83.1M -$351K -18,639 -0.4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$81.3M -$473K -25,087 -0.6%
American Century Companies
7
American Century Companies
Missouri
$65.3M +$12.4M +658,185 +25%
Goldman Sachs
8
Goldman Sachs
New York
$47.4M -$1.46M -77,358 -3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$43.5M +$4.9M +260,022 +13%
ESBC
10
E.S. Barr & Co
Kentucky
$43.1M -$3.88M -205,842 -9%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$42.8M +$905K +47,991 +2%
CCM
12
Copeland Capital Management
Pennsylvania
$35.3M +$2.86M +151,715 +9%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$33.6M -$1.85M -98,170 -5%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$26.9M +$674K +35,735 +3%
Charles Schwab
15
Charles Schwab
California
$23M +$554K +29,400 +3%
PP
16
Prudential plc
United Kingdom
$22.7M +$374K +19,809 +2%
JP Morgan Chase
17
JP Morgan Chase
New York
$20.8M +$3.2M +169,471 +19%
Norges Bank
18
Norges Bank
Norway
$16.1M
Luther King Capital Management (LKCM)
19
Luther King Capital Management (LKCM)
Texas
$15.4M +$792K +41,995 +6%
State of Wisconsin Investment Board
20
State of Wisconsin Investment Board
Wisconsin
$14.4M +$1.47M +78,000 +12%
Principal Financial Group
21
Principal Financial Group
Iowa
$14.1M -$649K -34,407 -5%
Public Employees Retirement Association of Colorado
22
Public Employees Retirement Association of Colorado
Colorado
$13.9M
DAM
23
Davis Asset Management
California
$13.8M
MCM
24
Maltese Capital Management
New York
$12.9M -$674K -35,725 -5%
SI
25
Stephens Inc
Arkansas
$12.5M +$6.71M +355,870 +127%

HOMB Hedge Fund Activity: Q4 2019 in Review

235 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Home BancShares (HOMB) for Q4 2019, worth a combined $2.2B — up 6.2% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new HOMB positions and 11 closed out — a net gain of 18 holders — while 76 added to existing stakes and 81 trimmed.

The largest buyer was American Century Companies, adding an estimated $12.4M. The largest seller was Glenmede Trust, cutting an estimated $32.5M.

  • 235 institutional investors held Home BancShares (HOMB) as of Q4 2019, up from 226 in Q3 2019.
  • Funds reported $2.2B of Home BancShares stock for Q4 2019, up 6.2% quarter-over-quarter.
  • 29 funds opened new Home BancShares positions in Q4 2019 and 11 closed out, a net change of +18 holders.
  • The largest Home BancShares buyer in Q4 2019 was American Century Companies, an estimated $12.4M added.
  • The largest Home BancShares seller in Q4 2019 was Glenmede Trust, an estimated $32.5M sold.

Based on aggregated 13F filings for Q4 2019.