HomeStreet Ownership | Who Owns HomeStreet?
HomeStreet Ownership Summary
HomeStreet is owned by 75.43% institutional investors, 5.08% insiders, and 19.49% retail investors. Philadelphia financial management of san francisco is the largest institutional shareholder, holding 7.92% of HMST shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.98% of its assets in HomeStreet shares.
HMST Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | HomeStreet | 75.43% | 5.08% | 19.49% |
| Sector | Financial Services Stocks | 43.07% | 12.53% | 44.40% |
| Industry | Regional Banks Stocks | 49.28% | 11.59% | 39.13% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Philadelphia financial management of san francisco | 1.49M | 7.92% | $17.03M |
| Blackrock | 1.31M | 6.94% | $14.92M |
| Maltese capital management | 1.01M | 5.36% | $11.52M |
| Vanguard group | 979.49K | 5.19% | $11.17M |
| Morgan stanley | 878.07K | 4.66% | $10.01M |
| Endeavour capital advisors | 706.25K | 3.75% | $8.05M |
| Dimensional fund advisors lp | 640.30K | 3.40% | $7.30M |
| Ameriprise financial | 555.50K | 2.95% | $6.33M |
| Charles schwab investment management | 539.05K | 2.86% | $6.15M |
| Petiole usa | 477.96K | 2.53% | $5.45M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Petiole usa | 477.96K | 4.57% | $5.45M |
| Philadelphia financial management of san francisco | 1.49M | 2.98% | $17.03M |
| Endeavour capital advisors | 706.25K | 2.80% | $8.05M |
| Mendon capital advisors | 363.00K | 2.29% | $4.14M |
| Maltese capital management | 1.01M | 2.13% | $11.52M |
| Acuitas investments | 332.69K | 2.03% | $3.79M |
| Ccg wealth management | 229.78K | 1.48% | $2.62M |
| Fourthstone | 256.50K | 0.93% | $2.92M |
| Madison avenue partners, lp | 240.90K | 0.35% | $2.75M |
| Caldwell sutter capital | 60.00K | 0.34% | $684.00K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Morgan stanley | 878.07K | 0.00% | 569.00K |
| Philadelphia financial management of san francisco | 1.49M | 2.98% | 386.48K |
| Endeavour capital advisors | 706.25K | 2.80% | 375.58K |
| Fourthstone | 256.50K | 0.93% | 256.50K |
| Verition fund management | 170.67K | 0.01% | 170.67K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Madison avenue partners, lp | 240.90K | 0.35% | -664.12K |
| Congress asset management co /ma | - | - | -261.56K |
| Kennedy capital management | 50.60K | 0.01% | -196.57K |
| Charles schwab investment management | 539.05K | 0.00% | -122.58K |
| Prudential financial | - | - | -102.18K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Verition fund management | 170.67K | 0.01% | 170.67K | $1.95M |
| Wellington management group llp | 112.95K | 0.00% | 112.95K | $1.29M |
| Shay capital | 94.43K | 0.15% | 94.43K | $1.08M |
| Point72 asia (singapore) pte. | 35.94K | 0.09% | 35.94K | $409.77K |
| Graham capital management | 15.01K | 0.00% | 15.01K | $171.16K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -8.00 |
| Avion wealth | -32.00 |
| Parallel advisors | -58.00 |
| Eversource wealth advisors | -632.00 |
| Metropolitan life insurance co/ny | -973.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 103 | 3.00% | 14,223,786 | 2.65% | 75 | 1.39% | 49 | 13.95% | 35 | -10.26% |
| Mar 31, 2024 | 100 | -13.79% | 13,856,076 | -1.44% | 73 | 1.32% | 43 | -40.28% | 39 | 44.44% |
| Dec 31, 2023 | 116 | 5.45% | 14,058,274 | -0.40% | 74 | 1.32% | 72 | 44.00% | 27 | -35.71% |
| Sep 30, 2023 | 110 | -2.65% | 14,114,908 | -1.82% | 75 | 1.28% | 50 | -12.28% | 42 | 16.67% |
| Jun 30, 2023 | 113 | -18.70% | 14,375,919 | -7.58% | 76 | 1.11% | 57 | -25.97% | 36 | -20.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 562.43K | 2.98% | - |
| iShares Russell 2000 ETF | 490.01K | 2.60% | -1.11K |
| Columbia Small Cap Value I A | 367.76K | 1.95% | 3.20K |
| Columbia Small Cap Value I | 367.76K | 1.95% | 12.90K |
| RMB Mendon Financial Services A | 300.00K | 1.59% | -63.00K |
| Vanguard Institutional Extnd Mkt Idx Tr | 267.51K | 1.42% | - |
| Schwab Fundamental U.S. Small CompanyETF | 221.61K | 1.18% | - |
| Fidelity Small Cap Index | 186.47K | 0.99% | -4.88K |
| iShares Russell 2000 Value ETF | 178.37K | 0.95% | - |
| Avantis US Small Cap Value ETF | 149.77K | 0.79% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 30, 2024 | LEMON PAULETTE | EVP - Retail Banking Director | Sell | $37.44K |
| Dec 09, 2022 | MASON MARK K | CEO, President | Sell | $30.51K |
| Mar 15, 2024 | Harrell Joanne R | - | Buy | $25.05K |
| May 04, 2023 | Hand Erik D | EVP, Mortgage Lending Director | Buy | $25.18K |
| May 12, 2023 | MICHEL JOHN | EVP, Chief Financial Officer | Buy | $59.88K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2023 Q4 | - | - |
| 2023 Q3 | - | - |
| 2023 Q2 | 11 | - |
| 2023 Q1 | - | - |
| 2022 Q4 | 2 | - |
HMST Ownership FAQ
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