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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
RA
2726
Riverstone Advisors
Texas
$240K
WFA
2727
Wellspring Financial Advisors
Ohio
$240K +$24.3K +88 +7%
Edgewood Management
2728
Edgewood Management
Connecticut
$237K
BIC
2729
Beach Investment Counsel
Pennsylvania
$237K +$214K +775 New
MFG
2730
Monumental Financial Group
Maryland
$237K +$214K +777 New
TCWM
2731
Total Clarity Wealth Management
Illinois
$237K +$214K +778 New
KFA
2732
Kelleher Financial Advisors
New York
$237K +$215K +779 New
SFWA
2733
Summit Financial Wealth Advisors
Louisiana
$236K +$40.2K +146 +20%
WWP
2734
Waypoint Wealth Partners
California
$235K -$26.5K -96 -11%
IAA
2735
Ironsides Asset Advisors
North Carolina
$235K -$2.48K -9 -1%
RCM
2736
Requisite Capital Management
Texas
$235K +$212K +769 New
FWM
2737
Filbrandt Wealth Management
Wisconsin
$234K -$4.96K -18 -2%
AWM
2738
Aevitas Wealth Management
Massachusetts
$234K +$211K +766 New
FG
2739
Foster Group
Iowa
$233K +$211K +764 New
EFL
2740
ERn Financial LLC
Wisconsin
$232K -$1.38K -5 -0.7%
AIA
2741
Armor Investment Advisors
North Carolina
$230K -$13.8K -50 -6%
NWA
2742
Navis Wealth Advisors
New York
$230K +$138K +502 +200%
PCMM
2743
Piedmont Capital Management (Montana)
Montana
$229K
REMPR
2744
Roof Eidam Maycock Peralta (REMP)
California
$229K +$207K +750 New
CA
2745
Cortland Associates
Missouri
$228K +$206K +747 New
EA
2746
Ellsworth Advisors
Ohio
$228K +$206K +747 New
RCS
2747
Retirement Capital Strategies
California
$227K +$205K +743 New
BWM
2748
BCS Wealth Management
Tennessee
$227K +$205K +745 New
SFS
2749
Summit Financial Strategies
Ohio
$226K -$32.5K -118 -14%
PP
2750
Pacifica Partners
Canada
$226K +$51K +185 +35%

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.