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HTB

HomeTrust Bancshares
HTB

96 hedge funds and large institutions have $295M invested in HomeTrust Bancshares in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $264M → $295M (+$30.5M)

0.87% more ownership

Funds ownership: 55.4% → 56.27% (+0.87%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less funds holding

Funds holding: 98 → 96 (-2)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

21% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 39

Holders
96
Holders Change
-2
Holders Change %
-2.04%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
31
Reduced
39
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$5.97M
2
FCM
FJ Capital Management
Virginia
+$1.27M
3
American Century Companies
American Century Companies
Missouri
+$1.08M
4
Goldman Sachs
Goldman Sachs
New York
+$1.08M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$832K

Top Sellers

Rank Fund Capital Flow
1
ANTB
AMG National Trust Bank
Colorado
-$1.7M
2
BCM
Bridgeway Capital Management
Texas
-$1.3M
3
KCM
Kennedy Capital Management
Missouri
-$977K
4
Citadel Advisors
Citadel Advisors
Florida
-$666K
5
JP Morgan Chase
JP Morgan Chase
New York
-$520K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jacobs Levy Equity Management
26
Jacobs Levy Equity Management
New Jersey
$1.72M +$128K +4,758 +9%
OC
27
Oppenheimer & Close
New York
$1.6M – – –
Morgan Stanley
28
Morgan Stanley
New York
$1.59M -$136K -5,050 -9%
First Trust Advisors
29
First Trust Advisors
Illinois
$1.5M -$69.7K -2,588 -5%
Citigroup
30
Citigroup
New York
$1.45M +$124K +4,606 +11%
BGIM
31
Brandywine Global Investment Management
Pennsylvania
$1.36M -$59.3K -2,203 -5%
Barclays
32
Barclays
United Kingdom
$1.32M -$214K -7,931 -15%
N
33
Nuveen
North Carolina
$1.31M – – –
Los Angeles Capital Management
34
Los Angeles Capital Management
California
$1.18M -$82.3K -3,055 -7%
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$1.07M -$106K -3,918 -10%
Two Sigma Advisers
36
Two Sigma Advisers
New York
$1.04M +$72.7K +2,700 +8%
Federated Hermes
37
Federated Hermes
Pennsylvania
$1.04M – – –
Invesco
38
Invesco
Georgia
$927K -$125K -4,656 -13%
Two Sigma Investments
39
Two Sigma Investments
New York
$899K -$41.9K -1,556 -5%
MAM
40
Martingale Asset Management
Massachusetts
$885K -$52.5K -1,950 -6%
RHAM
41
Round Hill Asset Management
California
$820K – – –
SM
42
Salzhauer Michael
$762K +$60.9K +2,260 +10%
SSA
43
Sierra Summit Advisors
Nevada
$711K +$638K +23,692 New
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$680K +$11.7K +435 +2%
CIC
45
Cornercap Investment Counsel
Georgia
$668K -$5.01K -186 -0.8%
Prudential Financial
46
Prudential Financial
New Jersey
$651K -$180K -6,700 -24%
SO
47
STRS Ohio
Ohio
$568K -$53.9K -2,000 -10%
GC
48
Globeflex Capital
California
$537K – – –
HCM
49
Huber Capital Management
California
$533K +$40.1K +1,487 +9%
GCA
50
Greenwood Capital Associates
South Carolina
$510K -$30.2K -1,122 -6%
1
2
3 4 5

HTB Hedge Fund Activity: Q2 2024 in Review

96 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in HomeTrust Bancshares (HTB) for Q2 2024, worth a combined $295M — up 12% from $264M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of HTB and 10 opened new positions — a net loss of 2 holders — while 39 trimmed existing stakes and 31 added.

The largest buyer was Wellington Management Group, adding an estimated $5.97M. The largest seller was AMG National Trust Bank, cutting an estimated $1.7M.

  • 96 institutional investors held HomeTrust Bancshares (HTB) as of Q2 2024, down from 98 in Q1 2024.
  • Funds reported $295M of HomeTrust Bancshares stock for Q2 2024, up 12% quarter-over-quarter.
  • 10 funds opened new HomeTrust Bancshares positions in Q2 2024 and 12 closed out, a net change of -2 holders.
  • The largest HomeTrust Bancshares buyer in Q2 2024 was Wellington Management Group, an estimated $5.97M added.
  • The largest HomeTrust Bancshares seller in Q2 2024 was AMG National Trust Bank, an estimated $1.7M sold.

Based on aggregated 13F filings for Q2 2024.