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Home Depot

1,322 hedge funds and large institutions have $83.8B invested in Home Depot in 2013 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 437 increasing their positions, 576 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 54

7% more funds holding

Funds holding: 1,2301,322 (+92)

7% more funds holding in top 10

Funds holding in top 10: 7075 (+5)

7% more capital invested

Capital invested by funds: $78.3B → $83.8B (+$5.55B)

0.23% less ownership

Funds ownership: 72.25%72.02% (-0.23%)

24% less repeat investments, than reductions

Existing positions increased: 437 | Existing positions reduced: 576

28% less call options, than puts

Call options by funds: $739M | Put options by funds: $1.02B

Holders
1,322
Holders Change
+92
Holders Change %
+7.48%
% of All Funds
38.35%
Holding in Top 10
75
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.14%
% of All Funds
2.18%
New
160
Increased
437
Reduced
576
Closed
54
Calls
$739M
Puts
$1.02B
Net Calls
-$281M
Net Calls Change
+$170M
Name Holding Trade Value Shares
Change
Change in
Stake
VRS
226
Virginia Retirement Systems
Virginia
$28.3M -$7.65M -98,134 -22%
1IC
227
1919 Investment Counsel
Maryland
$28.2M +$7.06M +90,563 +36%
MA
228
MUFG Americas
New York
$28M -$277K -3,556 -1%
Royal London Asset Management
229
Royal London Asset Management
United Kingdom
$27.7M -$252K -3,232 -0.9%
TAM
230
Todd Asset Management
Kentucky
$27.7M +$4.24M +54,405 +19%
FT
231
Fiduciary Trust
Massachusetts
$27.6M +$52.1K +669 +0.2%
CEP
232
Chicago Equity Partners
Illinois
$27.5M -$971K -12,460 -4%
CBOA
233
Commonwealth Bank of Australia
Australia
$27.5M +$2.44M +31,261 +10%
Macquarie Group
234
Macquarie Group
Australia
$26.8M +$2.23M +28,680 +10%
FWCM
235
Ferguson Wellman Capital Management
Oregon
$26.7M -$8.54M -109,670 -25%
MAM
236
Martingale Asset Management
Massachusetts
$26.4M -$742K -9,518 -3%
Los Angeles Capital Management
237
Los Angeles Capital Management
California
$26.2M -$12.8M -164,910 -34%
CIBC Asset Management
238
CIBC Asset Management
Ontario, Canada
$26.2M -$3.76M -48,235 -13%
BVDMP
239
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$26.1M
FIM
240
Foresters Investment Management
New York
$25.9M
ALA
241
Atherton Lane Advisers
California
$25.7M -$134K -1,720 -0.5%
AIMCA
242
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$25.5M +$5.89M +75,600 +32%
DekaBank Deutsche Girozentrale
243
DekaBank Deutsche Girozentrale
Germany
$25.5M -$1.25M -16,046 -5%
Federated Hermes
244
Federated Hermes
Pennsylvania
$25.2M +$4.5M +57,769 +23%
SAM
245
Sawgrass Asset Management
Florida
$24.8M -$3.3M -42,353 -12%
Dodge & Cox
246
Dodge & Cox
California
$24.7M -$3.32M -42,650 -12%
TAM
247
Tiverton Asset Management
Delaware
$24.7M
OPERF
248
Oregon Public Employees Retirement Fund
Oregon
$24.5M +$7.27M +93,300 +46%
BII
249
Baring International Investment
United Kingdom
$24.4M +$2.15M +27,576 +10%
HI
250
HBK Investments
Texas
$23.9M -$7.24M -92,925 -24%

HD Hedge Fund Activity: Q4 2013 in Review

1,322 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Home Depot (HD) for Q4 2013, worth a combined $83.8B — up 7.1% from $78.3B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new HD positions and 54 closed out — a net gain of 106 holders — while 437 added to existing stakes and 576 trimmed.

The largest buyer was Barclays, adding an estimated $497M. The largest seller was Capital World Investors, cutting an estimated $514M.

  • 1,322 institutional investors held Home Depot (HD) as of Q4 2013, up from 1,230 in Q3 2013.
  • Funds reported $83.8B of Home Depot stock for Q4 2013, up 7.1% quarter-over-quarter.
  • 160 funds opened new Home Depot positions in Q4 2013 and 54 closed out, a net change of +106 holders.
  • The largest Home Depot buyer in Q4 2013 was Barclays, an estimated $497M added.
  • The largest Home Depot seller in Q4 2013 was Capital World Investors, an estimated $514M sold.

Based on aggregated 13F filings for Q4 2013.