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Home Depot

2,933 hedge funds and large institutions have $282B invested in Home Depot in 2021 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 1,289 increasing their positions, 1,197 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 89

23% more capital invested

Capital invested by funds: $230B → $282B (+$52B)

8% more repeat investments, than reductions

Existing positions increased: 1,289 | Existing positions reduced: 1,197

0% more funds holding

Funds holding: 2,9252,933 (+8)

0.1% less ownership

Funds ownership: 70.32%70.22% (-0.1%)

10% less call options, than puts

Call options by funds: $3.45B | Put options by funds: $3.85B

14% less funds holding in top 10

Funds holding in top 10: 294252 (-42)

Holders
2,933
Holders Change
+8
Holders Change %
+0.27%
% of All Funds
51.04%
Holding in Top 10
252
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-14.29%
% of All Funds
4.39%
New
136
Increased
1,289
Reduced
1,197
Closed
89
Calls
$3.45B
Puts
$3.85B
Net Calls
-$397M
Net Calls Change
-$276M
Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
2601
Financial Gravity Asset Management
Texas
$334K -$1.27K -4 -5%
WFA
2602
Wellspring Financial Advisors
Ohio
$333K -$77K -242 -19%
BWA
2603
Beam Wealth Advisors
Louisiana
$333K +$18.1K +57 +6%
STA
2604
Summit Trail Advisors
New York
$332K +$73.2K +230 +28%
DL
2605
DOHJ LLC
Washington
$331K -$52.5K -165 -14%
BWM
2606
Birchcreek Wealth Management
Ohio
$330K +$10.8K +34 +3%
RA
2607
Riverstone Advisors
Texas
$330K +$79.5K +250 +32%
HA
2608
Harfst & Associates
Wyoming
$329K -$37.5K -118 -10%
Cohen & Steers
2609
Cohen & Steers
New York
$329K
SC
2610
Sierra Capital
Florida
$328K -$31.8K -100 -9%
WAOI
2611
Wealth Advisors of Iowa
Iowa
$328K +$31.8K +100 +11%
HWA
2612
Hilltop Wealth Advisors
North Carolina
$327K
BSSFA
2613
Baron Silver Stevens Financial Advisors
Florida
$327K +$75.4K +237 +30%
SWP
2614
Summit Wealth Partners
Florida
$326K
GIM
2615
Guild Investment Management
California
$326K +$4.13K +13 +1%
FNBOH
2616
First National Bank of Hutchinson
Kansas
$325K -$17.5K -55 -5%
FA
2617
Fountainhead AM
New Jersey
$324K
COI
2618
Connable Office Inc
Michigan
$323K -$80.8K -254 -20%
HFS
2619
HBC Financial Services
Washington
$323K
AWM
2620
AllSquare Wealth Management
New York
$323K +$1.91K +6 +0.6%
KCA
2621
Karn Couzens & Associates
Connecticut
$322K -$4.77K -15 -1%
AWM
2622
Arbor Wealth Management
Florida
$321K +$87.5K +275 +38%
TA
2623
Trellis Advisors
Washington
$320K -$1.91K -6 -0.6%
BA
2624
Bluesphere Advisors
Pennsylvania
$320K
LWMG
2625
Levy Wealth Management Group
Pennsylvania
$320K +$83.3K +262 +35%

HD Hedge Fund Activity: Q2 2021 in Review

2,933 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Home Depot (HD) for Q2 2021, worth a combined $282B — up 23% from $230B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new HD positions and 89 closed out — a net gain of 47 holders — while 1,289 added to existing stakes and 1,197 trimmed.

The largest buyer was Capital World Investors, adding an estimated $556M. The largest seller was Putnam Investments, cutting an estimated $363M.

  • 2,933 institutional investors held Home Depot (HD) as of Q2 2021, up from 2,925 in Q1 2021.
  • Funds reported $282B of Home Depot stock for Q2 2021, up 23% quarter-over-quarter.
  • 136 funds opened new Home Depot positions in Q2 2021 and 89 closed out, a net change of +47 holders.
  • The largest Home Depot buyer in Q2 2021 was Capital World Investors, an estimated $556M added.
  • The largest Home Depot seller in Q2 2021 was Putnam Investments, an estimated $363M sold.

Based on aggregated 13F filings for Q2 2021.