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Home Depot

2,671 hedge funds and large institutions have $210B invested in Home Depot in 2020 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 1,091 increasing their positions, 1,157 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 62

10% more capital invested

Capital invested by funds: $190B → $210B (+$19.6B)

4% more funds holding in top 10

Funds holding in top 10: 335350 (+15)

1% more funds holding

Funds holding: 2,6352,671 (+36)

0.32% less ownership

Funds ownership: 70.54%70.22% (-0.32%)

6% less call options, than puts

Call options by funds: $3.3B | Put options by funds: $3.5B

6% less repeat investments, than reductions

Existing positions increased: 1,091 | Existing positions reduced: 1,157

Holders
2,671
Holders Change
+36
Holders Change %
+1.37%
% of All Funds
53.89%
Holding in Top 10
350
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+4.48%
% of All Funds
7.06%
New
125
Increased
1,091
Reduced
1,157
Closed
62
Calls
$3.3B
Puts
$3.5B
Net Calls
-$195M
Net Calls Change
+$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RWG
2651
Regal Wealth Group
California
$18K
SA
2652
SRH Advisors
Kansas
$18K +$271 +1 +2%
TJHA
2653
Thomas J. Herzfeld Advisors
Florida
$16K
CWAF
2654
Core Wealth Advisors (Florida)
Florida
$16K +$15.2K +56 New
WAS
2655
Winch Advisory Services
Wisconsin
$15K +$1.9K +7 +15%
TWP
2656
TFO Wealth Partners
Ohio
$15K +$7.58K +28 +112%
HF
2657
Halpern Financial
Virginia
$15K -$271 -1 -2%
FA
2658
Financial Advantage
Maryland
$13K
LAM
2659
Lountzis Asset Management
Pennsylvania
$11K
AWA
2660
Artemis Wealth Advisors
New York
$8.94K +$8.67K +32 New
AS
2661
Altshuler Shaham
Israel
$7K -$542 -2 -7%
LGWM
2662
Litman Gregory Wealth Management
California
$6K +$6.23K +23 New
MIM
2663
Macroview Investment Management
Maryland
$4K +$1.35K +5 +56%
UFF
2664
USA Financial Formulas
Michigan
$4K +$1.9K +7 +117%
PFG
2665
Pacific Financial Group
Washington
$4K +$3.79K +14 New
Koshinski Asset Management
2666
Koshinski Asset Management
Illinois
$2.56K +$75.8K +280 +3%
TFA
2667
Transamerica Financial Advisors
Florida
$2K -$317K -1,170 -100%
IAS
2668
IMA Advisory Services
Colorado
$2K +$1.63K +6 New
AI
2669
AdvisorShares Investments
Maryland
$1.3K +$255K +941 +25%
FCA
2670
FinTrust Capital Advisors
South Carolina
$1.27K -$102K -376 -8%
PCS
2671
Personal CFO Solutions
New Jersey
$1K +$13.3K +49 +2%
CPA
2672
Clear Perspective Advisors
Illinois
$620 +$16.3K +60 +5%
F
2673
F3Logic
Minnesota
$450 -$271 -1 -0.1%
WIM
2674
Westside Investment Management
California
$375 +$5.42K +20 +2%
Winslow Capital Management
2675
Winslow Capital Management
Minnesota
-$379M -1,514,684 Closed

HD Hedge Fund Activity: Q3 2020 in Review

2,671 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Home Depot (HD) for Q3 2020, worth a combined $210B — up 10% from $190B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new HD positions and 62 closed out — a net gain of 63 holders — while 1,091 added to existing stakes and 1,157 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $491M. The largest seller was Wellington Management Group, cutting an estimated $774M.

  • 2,671 institutional investors held Home Depot (HD) as of Q3 2020, up from 2,635 in Q2 2020.
  • Funds reported $210B of Home Depot stock for Q3 2020, up 10% quarter-over-quarter.
  • 125 funds opened new Home Depot positions in Q3 2020 and 62 closed out, a net change of +63 holders.
  • The largest Home Depot buyer in Q3 2020 was Fidelity Investments, an estimated $491M added.
  • The largest Home Depot seller in Q3 2020 was Wellington Management Group, an estimated $774M sold.

Based on aggregated 13F filings for Q3 2020.