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Home BancShares

278 hedge funds and large institutions have $2.85B invested in Home BancShares in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 101 increasing their positions, 87 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 18

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

16% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 87

5% more funds holding

Funds holding: 266278 (+12)

2.36% more ownership

Funds ownership: 60.89%63.25% (+2.4%)

4% more call options, than puts

Call options by funds: $262K | Put options by funds: $252K

1% more capital invested

Capital invested by funds: $2.81B → $2.85B (+$38.7M)

Holders
278
Holders Change
+12
Holders Change %
+4.51%
% of All Funds
4.47%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
39
Increased
101
Reduced
87
Closed
18
Calls
$262K
Puts
$252K
Net Calls
+$10K
Net Calls Change
-$631K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$520M +$22.4M +923,890 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$485M +$8.89M +366,772 +2%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$220M -$2.98M -123,024 -1%
State Street
4
State Street
Massachusetts
$188M -$13.3M -547,072 -6%
American Century Companies
5
American Century Companies
Missouri
$107M +$5.85M +241,224 +5%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$79.2M +$1.95M +80,415 +2%
Northern Trust
7
Northern Trust
Illinois
$67.2M +$383K +15,801 +0.5%
CCM
8
Copeland Capital Management
Pennsylvania
$66.5M +$9.7M +400,014 +16%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$64.7M +$10.6M +435,642 +18%
ESBC
10
E.S. Barr & Co
Kentucky
$58.1M -$852K -35,120 -1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$49M +$873K +36,015 +2%
Goldman Sachs
12
Goldman Sachs
New York
$44.1M +$2.52M +103,935 +6%
N
13
Nuveen
North Carolina
$40.2M -$1.29M -53,380 -3%
Norges Bank
14
Norges Bank
Norway
$34.3M +$2.35M +96,759 +7%
Charles Schwab
15
Charles Schwab
California
$33.7M +$501K +20,651 +1%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$32M +$1.28M +52,759 +4%
KCM
17
Kennedy Capital Management
Missouri
$31.1M +$9.18M +378,503 +38%
DF
18
DecisionPoint Financial
Arizona
$30.2M +$32.1M +1,323,278 New
RIM
19
Ranger Investment Management
Texas
$29.6M +$940K +38,767 +3%
RA
20
Royce & Associates
New York
$27.4M -$927K -38,242 -3%
Morgan Stanley
21
Morgan Stanley
New York
$27.4M +$5.6M +230,792 +24%
Invesco
22
Invesco
Georgia
$26.8M +$10.1M +418,471 +55%
JP Morgan Chase
23
JP Morgan Chase
New York
$24.7M -$10.7M -440,370 -29%
Luther King Capital Management (LKCM)
24
Luther King Capital Management (LKCM)
Texas
$21M -$235K -9,695 -1%
BG
25
Bahl & Gaynor
Ohio
$19.5M +$1.8M +74,255 +9%

HOMB Hedge Fund Activity: Q4 2022 in Review

278 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Home BancShares (HOMB) for Q4 2022, worth a combined $2.85B — up 1.4% from $2.81B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new HOMB positions and 18 closed out — a net gain of 21 holders — while 101 added to existing stakes and 87 trimmed.

The largest buyer was BlackRock, adding an estimated $22.4M. The largest seller was Millennium Management, cutting an estimated $13.9M.

  • 278 institutional investors held Home BancShares (HOMB) as of Q4 2022, up from 266 in Q3 2022.
  • Funds reported $2.85B of Home BancShares stock for Q4 2022, up 1.4% quarter-over-quarter.
  • 39 funds opened new Home BancShares positions in Q4 2022 and 18 closed out, a net change of +21 holders.
  • The largest Home BancShares buyer in Q4 2022 was BlackRock, an estimated $22.4M added.
  • The largest Home BancShares seller in Q4 2022 was Millennium Management, an estimated $13.9M sold.

Based on aggregated 13F filings for Q4 2022.