The cluster is small and lacks participation from large active managers or hedge funds, suggesting limited conviction behind the buying. Monitor next quarter's 13F for follow-through or reversal, and watch for any insider buying to corroborate the thesis.
Executive Summary
Three asset managers increased their HOMB positions in Q3 2026, with two doubling their stakes and one adding over 50%. The aggregate buying of $2.1M is modest in absolute terms and occurred during a quarter where Home BancShares reported record net income but a slight revenue miss. The cluster is small and dominated by smaller asset managers, not large active funds, limiting conviction.
Key Financial Metrics
Institutional Positions
Net institutional flow: $2.1M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Farther Finance Advisors | DOUBLED | +281.2% | $111.0K | $81.0K |
| Wealth Enhancement Advisory Services | ADD | +53.4% | $3.2M | $903.0K |
| Assetmark | DOUBLED | +7493.9% | $1.1M | $1.1M |
Key Facts
- 3 institutional buyers, 0 sellers in Q3 2026
- Net buying of ~$2.1M across the cluster
- Two funds (Farther Finance, Assetmark) more than doubled their positions
- Wealth Enhancement Advisory added 53.4% to a $2.3M position
- Cluster occurred during Q3 2026 when Home BancShares reported record net income of $129.5M ($0.65 EPS, in line with consensus) and revenue of $288.4M (missed consensus by 1.4%)
Financial Impact
Three institutions accumulated a net $2.1M in HOMB during Q3 2026, with total buying value of $2.1M and no selling.
Risk Factors
- 13F data is 45+ days stale; positions may have already been unwound
- Cluster is small ($2.1M net) and dominated by smaller asset managers, not high-conviction active funds
- Revenue miss in Q3 2026 could weigh on near-term sentiment despite record earnings
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-HOMB-2026-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 4d ago | Press Release | $30.15 | awaiting T+60 | — | — |
Oct 21, 2026 4d ago | Institutional Cluster | $30.15 | awaiting T+60 | — | — |
Oct 14, 2026 11d ago | 8-K | $28.87 | awaiting T+60 | — | — |
Oct 14, 2026 11d ago | Press Release | $28.87 | awaiting T+60 | — | — |
Aug 12, 2026 10w ago | Insider Cluster | $31.12 | awaiting T+60 | — | — |
Jul 22, 2026 13w ago | Press Release | $30.73 $28.87 | ▼ −6.05% | ▼ −10.61% | — |
Jul 15, 2026 14w ago | Press Release | $30.69 $28.25 | ▼ −7.95% | ▼ −11.66% | — |
Jun 15, 2026 18w ago | Press Release | $28.00 $29.77 | ▲ +6.32% | ▲ +5.32% | — |
Apr 17, 2026 27w ago | Insider Cluster | $26.89 $29.00 | ▲ +7.85% | ▲ +1.70% | — |
Apr 17, 2026 27w ago | Insider Cluster | $26.89 $29.00 | ▲ +7.85% | ▲ +1.70% | — |
US Market Status
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