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Home BancShares

285 hedge funds and large institutions have $3.47B invested in Home BancShares in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 91 increasing their positions, 103 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

951% more call options, than puts

Call options by funds: $557K | Put options by funds: $53K

86% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 22

24% more capital invested

Capital invested by funds: $2.8B → $3.47B (+$673M)

6% more funds holding

Funds holding: 269285 (+16)

1.97% more ownership

Funds ownership: 65.89%67.86% (+2%)

12% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 103

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
285
Holders Change
+16
Holders Change %
+5.95%
% of All Funds
4.16%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
41
Increased
91
Reduced
103
Closed
22
Calls
$557K
Puts
$53K
Net Calls
+$504K
Net Calls Change
+$536K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$599M +$20.9M +938,531 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$521M -$13.9M -625,422 -3%
State Street
3
State Street
Massachusetts
$226M +$16.5M +740,959 +9%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$213M -$2.58M -115,757 -1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$139M +$9.63M +432,091 +9%
American Century Companies
6
American Century Companies
Missouri
$132M -$5.05M -226,539 -4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$105M +$4.01M +179,938 +5%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$84.6M +$13.2M +590,301 +21%
CCM
9
Copeland Capital Management
Pennsylvania
$79.3M -$2.08M -93,490 -3%
Northern Trust
10
Northern Trust
Illinois
$76.4M +$1.4M +62,703 +2%
Morgan Stanley
11
Morgan Stanley
New York
$66.5M +$38.4M +1,721,590 +191%
ESBC
12
E.S. Barr & Co
Kentucky
$65M -$826K -37,031 -1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$56.1M +$4.03M +180,608 +9%
Norges Bank
14
Norges Bank
Norway
$54.5M +$6.31M +282,892 +15%
Goldman Sachs
15
Goldman Sachs
New York
$53.4M +$4.54M +203,566 +11%
Fisher Asset Management
16
Fisher Asset Management
Washington
$49.3M -$6.72M -301,201 -13%
KCM
17
Kennedy Capital Management
Missouri
$39.9M -$1.86M -83,546 -5%
Charles Schwab
18
Charles Schwab
California
$39.6M +$488K +21,894 +1%
JP Morgan Chase
19
JP Morgan Chase
New York
$35.1M +$7.13M +319,949 +30%
RIM
20
Ranger Investment Management
Texas
$34.8M +$151K +6,755 +0.5%
N
21
Nuveen
North Carolina
$34M +$108K +4,838 +0.4%
RA
22
Royce & Associates
New York
$33.3M +$791K +35,502 +3%
Loomis, Sayles & Company
23
Loomis, Sayles & Company
Massachusetts
$32.4M -$1.78M -79,914 -6%
DF
24
DecisionPoint Financial
Arizona
$24.1M -$890K -39,934 -4%
ClearBridge Investments
25
ClearBridge Investments
New York
$22.4M +$115K +5,175 +0.6%

HOMB Hedge Fund Activity: Q4 2023 in Review

285 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Home BancShares (HOMB) for Q4 2023, worth a combined $3.47B — up 24% from $2.8B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new HOMB positions and 22 closed out — a net gain of 19 holders — while 91 added to existing stakes and 103 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $38.4M. The largest seller was Millennium Management, cutting an estimated $17.1M.

  • 285 institutional investors held Home BancShares (HOMB) as of Q4 2023, up from 269 in Q3 2023.
  • Funds reported $3.47B of Home BancShares stock for Q4 2023, up 24% quarter-over-quarter.
  • 41 funds opened new Home BancShares positions in Q4 2023 and 22 closed out, a net change of +19 holders.
  • The largest Home BancShares buyer in Q4 2023 was Morgan Stanley, an estimated $38.4M added.
  • The largest Home BancShares seller in Q4 2023 was Millennium Management, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2023.