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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
AA
2876
AlphaCentric Advisors
Puerto Rico
$77K +$657 +2 +0.9%
BHWM
2877
Bay Harbor Wealth Management
Maryland
$74K
RDFA
2878
Ritter Daniher Financial Advisory
Ohio
$74K
HGWM
2879
Harvest Group Wealth Management
Massachusetts
$72K -$1.64K -5 -2%
LPWM
2880
Lake Point Wealth Management
Texas
$71K
MAWCM
2881
Mine & Arao Wealth Creation & Management
California
$71K
PG
2882
Proffitt & Goodson
Tennessee
$68K -$5.91K -18 -8%
TC
2883
Tacita Capital
Ontario, Canada
$66K -$4.92K -15 -7%
SC
2884
Skylands Capital
Wisconsin
$66K
FBT
2885
First Bank & Trust
South Dakota
$65K
YAL
2886
Your Advocates Ltd
Texas
$52K +$3.61K +11 +8%
RCM
2887
Ravenstone Capital Management
$51.9K +$43K +131 +485%
JWBC
2888
John W. Brooker & Co
California
$51K
ST
2889
Sageworth Trust
Pennsylvania
$51K
JMF
2890
Johnson Midwest Financial
Iowa
$49K
WAS
2891
Winch Advisory Services
Wisconsin
$46K +$328 +1 +0.7%
SL
2892
Savior LLC
Massachusetts
$44K -$75.8K -231 -63%
ACA
2893
Atlas Capital Advisors
Wyoming
$43.7K
BC
2894
Belmont Capital
California
$43K
SAM
2895
Strategic Asset Management
Minnesota
$41K +$39.7K +121 New
MGIM
2896
M&G Investment Management
United Kingdom
$40.3K -$15.6M -47,482 -28%
MAM
2897
Marquette Asset Management
Minnesota
$35K +$4.92K +15 +16%
AWM
2898
Activest Wealth Management
Florida
$33K -$2.63K -8 -7%
CAM
2899
Cacti Asset Management
Georgia
$33K
LWP
2900
Laurel Wealth Planning
Minnesota
$30K

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.