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Home Depot
HD

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: 252 → 265 (+13)

2% more capital invested

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

0% more funds holding

Funds holding: 2,933 → 2,939 (+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

Top Buyers

Rank Fund Capital Flow
1
Jennison Associates
Jennison Associates
New York
+$600M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$398M
3
UBS AM
UBS AM
Illinois
+$199M
4
Goldman Sachs
Goldman Sachs
New York
+$198M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$171M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$590M
2
N
Nuveen
North Carolina
-$432M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$355M
4
State Street
State Street
Massachusetts
-$237M
5
Northern Trust
Northern Trust
Illinois
-$200M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
3001
Landmark Financial Advisors
Kentucky
– -$214K -671 Closed
SCG
3002
Sonata Capital Group
Washington
– -$211K -661 Closed
RRCM
3003
Rappaport Reiches Capital Management
Illinois
– -$202K -635 Closed
KC
3004
Kinloch Capital
Virginia
– -$202K -633 Closed
LSA
3005
Lion Street Advisors
Texas
– -$181K -567 Closed
PWP
3006
Personal Wealth Partners
Minnesota
– -$135K -422 Closed
EMFAT
3007
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$133K -418 Closed
FI
3008
Financial Insights
Washington
– -$1.25M -391 Closed
M1FG
3009
Mach-1 Financial Group
Arkansas
– -$82K -257 Closed
PSIWM
3010
Paradigm Strategies in Wealth Management
Minnesota
– -$54K -170 Closed
FPW
3011
Flagship Private Wealth
Massachusetts
– -$38.1K -117 Closed
KFP
3012
KB Financial Partners
New Jersey
– -$31K -96 Closed
IP
3013
Isthmus Partners
Wisconsin
– -$24K -75 Closed
AIA
3014
Arcadia Investment Advisors
Idaho
– -$957 -3 Closed
FCAS
3015
First Command Advisory Services
Texas
– +$3.61K +11 New
RW
3016
RVW Wealth
California
– +$231K +703 New
117 118 119 120
121

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.