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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
Baillie Gifford & Co
2901
Baillie Gifford & Co
United Kingdom
$19K
BA
2902
Bellwether Advisors
Nebraska
$19K +$15.4K +56 +700%
MGIM
2903
M&G Investment Management
United Kingdom
$17.3K -$4.81M -17,446 -23%
FFW
2904
Fusion Family Wealth
New York
$17K
DWMG
2905
DB Wealth Management Group
California
$16K
FA
2906
Financial Advantage
Maryland
$15K
BCPWM
2907
Bradley & Co Private Wealth Management
Florida
$15K +$13.8K +50 New
FP
2908
Fiduciary Planning
Florida
$13K -$1.68M -6,098 -99%
BSG
2909
Black Swift Group
Colorado
$12K +$2.76K +10 +34%
LAM
2910
Lountzis Asset Management
Pennsylvania
$11.6K
FGAM
2911
Financial Gravity Asset Management
Texas
$11.5K +$5.79K +21 +33%
SWP
2912
ShoreHaven Wealth Partners
New Jersey
$11K
EAM
2913
Eukles Asset Management
Ohio
$11K +$9.65K +35 New
CWAF
2914
Core Wealth Advisors (Florida)
Florida
$10K
BBHC
2915
Brown Brothers Harriman & Co
New York
$9.84K -$307K -1,114 -3%
CCMW
2916
Cypress Capital Management (Wyoming)
Wyoming
$9K
SWM
2917
Sugarloaf Wealth Management
Georgia
$7.2K +$291K +1,054 +5%
ARIS
2918
Advanced Research Investment Solutions
California
$7K
MIM
2919
Macroview Investment Management
Maryland
$5K +$827 +3 +23%
IPW
2920
IronBridge Private Wealth
Texas
$4K
UFF
2921
USA Financial Formulas
Michigan
$2K -$1.58M -5,747 -100%
DWA
2922
Dougherty Wealth Advisers
Minnesota
$2K
CIA
2923
CSat Investment Advisory
Michigan
$2K +$276 +1 +14%
TFA
2924
Transamerica Financial Advisors
Florida
$1K
NWM
2925
Navigation Wealth Management
Colorado
$1K +$551 +2 New

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.