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Home Depot

2,939 hedge funds and large institutions have $289B invested in Home Depot in 2021 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 1,298 increasing their positions, 1,146 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 74

13% more repeat investments, than reductions

Existing positions increased: 1,298 | Existing positions reduced: 1,146

5% more funds holding in top 10

Funds holding in top 10: 252265 (+13)

2% more capital invested

Capital invested by funds: $282B → $289B (+$6.45B)

0% more funds holding

Funds holding: 2,9332,939 (+6)

0.14% less ownership

Funds ownership: 70.22%70.08% (-0.14%)

22% less call options, than puts

Call options by funds: $3.5B | Put options by funds: $4.5B

Holders
2,939
Holders Change
+6
Holders Change %
+0.2%
% of All Funds
51.44%
Holding in Top 10
265
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+5.16%
% of All Funds
4.64%
New
122
Increased
1,298
Reduced
1,146
Closed
74
Calls
$3.5B
Puts
$4.5B
Net Calls
-$994M
Net Calls Change
-$597M
Name Holding Trade Value Shares
Change
Change in
Stake
VIA
2776
Vickerman Investment Advisors
Washington
$227K +$228K +693 New
DI
2777
Disciplined Investments
Oklahoma
$226K
SAM
2778
Shikiar Asset Management
New York
$226K
EL
2779
Essex LLC
Illinois
$226K +$226K +687 New
BWM
2780
Bulltick Wealth Management
Florida
$226K +$226K +687 New
EWA
2781
Evolution Wealth Advisors
Florida
$225K +$27.9K +85 +14%
HHRDM
2782
H&H Retirement Design & Management
Nevada
$225K +$219K +667 New
FSA
2783
Financial Sense Advisors
California
$223K +$328 +1 +0.1%
RC
2784
Rinet Company
Massachusetts
$223K +$223K +680 New
AIM
2785
AMI Investment Management
Indiana
$222K
RS
2786
Retirement Solution
Washington
$222K +$5.58K +17 +3%
HCM
2787
Hutchinson Capital Management
California
$220K
RBCM
2788
Raub Brock Capital Management
California
$220K
EL
2789
EMFO LLC
Florida
$219K
BZWA
2790
Blue Zone Wealth Advisors
California
$218K
EA
2791
Ellsworth Advisors
Ohio
$217K -$27.9K -85 -11%
WCM
2792
Wedge Capital Management
North Carolina
$215K -$424K -1,290 -66%
IAA
2793
Ironsides Asset Advisors
North Carolina
$215K -$26.3K -80 -11%
NC
2794
NBW Capital
Massachusetts
$215K +$215K +656 New
AIA
2795
Armor Investment Advisors
North Carolina
$214K -$32.8K -100 -13%
WW
2796
Waterfront Wealth
Kansas
$214K -$22.3K -68 -9%
AA
2797
Alesco Advisors
New York
$214K -$4.92K -15 -2%
PTB
2798
Pioneer Trust Bank
Oregon
$214K
RAM
2799
Riggs Asset Management
Pennsylvania
$211K +$11.8K +36 +6%
SAS
2800
Stelac Advisory Services
New York
$210K -$194K -591 -48%

HD Hedge Fund Activity: Q3 2021 in Review

2,939 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Home Depot (HD) for Q3 2021, worth a combined $289B — up 2.3% from $282B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new HD positions and 74 closed out — a net gain of 48 holders — while 1,298 added to existing stakes and 1,146 trimmed.

The largest buyer was Jennison Associates, adding an estimated $600M. The largest seller was JP Morgan Chase, cutting an estimated $590M.

  • 2,939 institutional investors held Home Depot (HD) as of Q3 2021, up from 2,933 in Q2 2021.
  • Funds reported $289B of Home Depot stock for Q3 2021, up 2.3% quarter-over-quarter.
  • 122 funds opened new Home Depot positions in Q3 2021 and 74 closed out, a net change of +48 holders.
  • The largest Home Depot buyer in Q3 2021 was Jennison Associates, an estimated $600M added.
  • The largest Home Depot seller in Q3 2021 was JP Morgan Chase, an estimated $590M sold.

Based on aggregated 13F filings for Q3 2021.