We are live on ! Find out more
HD icon

Home Depot

2,925 hedge funds and large institutions have $230B invested in Home Depot in 2021 Q1 according to their latest regulatory filings, with 173 funds opening new positions, 1,370 increasing their positions, 1,102 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 173 | Existing positions closed: 132

30% more funds holding in top 10

Funds holding in top 10: 226294 (+68)

24% more repeat investments, than reductions

Existing positions increased: 1,370 | Existing positions reduced: 1,102

14% more capital invested

Capital invested by funds: $201B → $230B (+$28.8B)

0% more funds holding

Funds holding: 2,9172,925 (+8)

0.01% more ownership

Funds ownership: 70.32%70.32% (+0.01%)

4% less call options, than puts

Call options by funds: $3.29B | Put options by funds: $3.41B

Holders
2,925
Holders Change
+8
Holders Change %
+0.27%
% of All Funds
51.35%
Holding in Top 10
294
Holding in Top 10 Change
+68
Holding in Top 10 Change %
+30.09%
% of All Funds
5.16%
New
173
Increased
1,370
Reduced
1,102
Closed
132
Calls
$3.29B
Puts
$3.41B
Net Calls
-$121M
Net Calls Change
+$1.51B
Name Holding Trade Value Shares
Change
Change in
Stake
JIP
2601
JBJ Investment Partners
South Carolina
$319K -$39.7K -144 -12%
PWM
2602
Purus Wealth Management
California
$318K +$5.79K +21 +2%
FFG
2603
Fortem Financial Group
California
$317K +$8.27K +30 +3%
CWA
2604
Carolina Wealth Advisors
South Carolina
$316K -$253K -918 -47%
DWP
2605
Destiny Wealth Partners
Florida
$316K +$5.24K +19 +2%
AIA
2606
Alera Investment Advisors
Illinois
$316K +$34.2K +124 +14%
Cohen & Steers
2607
Cohen & Steers
New York
$315K -$14.1K -51 -5%
HWA
2608
Hilltop Wealth Advisors
North Carolina
$313K
KCA
2609
Karn Couzens & Associates
Connecticut
$313K
SWP
2610
Summit Wealth Partners
Florida
$312K -$1.65K -6 -0.6%
WCM
2611
Wallace Capital Management
Texas
$310K +$11K +40 +4%
PWM
2612
Prentice Wealth Management
New York
$310K +$280K +1,016 New
BFS
2613
Bickling Financial Services
Massachusetts
$309K +$25.4K +92 +10%
AWM
2614
AllSquare Wealth Management
New York
$308K
PCH
2615
PGIM Custom Harvest
New Jersey
$308K
TA
2616
Trellis Advisors
Washington
$308K +$1.1K +4 +0.4%
GIM
2617
Guild Investment Management
California
$308K +$278K +1,010 New
BA
2618
Bluesphere Advisors
Pennsylvania
$306K +$13.8K +50 +5%
SLWS
2619
Swaine & Leidel Wealth Services
Florida
$305K -$15.7K -57 -5%
BWM
2620
Birchcreek Wealth Management
Ohio
$305K -$9.1K -33 -3%
SA
2621
Sicart Associates
New York
$305K
TSS
2622
Thomas Story & Son
Indiana
$305K
SC
2623
Sovarnum Capital
New York
$305K +$276K +1,000 New
TGAM
2624
TBH Global Asset Management
Tennessee
$304K +$14.9K +54 +6%
SAM
2625
Synergy Asset Management
Washington
$304K +$274K +994 New

HD Hedge Fund Activity: Q1 2021 in Review

2,925 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Home Depot (HD) for Q1 2021, worth a combined $230B — up 14% from $201B a quarter earlier.

Buyers outnumbered sellers: 173 funds opened new HD positions and 132 closed out — a net gain of 41 holders — while 1,370 added to existing stakes and 1,102 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.43B. The largest seller was Jennison Associates, cutting an estimated $741M.

  • 2,925 institutional investors held Home Depot (HD) as of Q1 2021, up from 2,917 in Q4 2020.
  • Funds reported $230B of Home Depot stock for Q1 2021, up 14% quarter-over-quarter.
  • 173 funds opened new Home Depot positions in Q1 2021 and 132 closed out, a net change of +41 holders.
  • The largest Home Depot buyer in Q1 2021 was Capital World Investors, an estimated $1.43B added.
  • The largest Home Depot seller in Q1 2021 was Jennison Associates, an estimated $741M sold.

Based on aggregated 13F filings for Q1 2021.