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Home Depot

1,230 hedge funds and large institutions have $78.3B invested in Home Depot in 2013 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 451 increasing their positions, 547 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 72

0.23% more ownership

Funds ownership: 72.02%72.25% (+0.23%)

0% less funds holding

Funds holding: 1,2361,230 (-6)

4% less capital invested

Capital invested by funds: $81.3B → $78.3B (-$3.01B)

18% less repeat investments, than reductions

Existing positions increased: 451 | Existing positions reduced: 547

27% less funds holding in top 10

Funds holding in top 10: 9670 (-26)

39% less call options, than puts

Call options by funds: $692M | Put options by funds: $1.14B

Holders
1,230
Holders Change
-6
Holders Change %
-0.49%
% of All Funds
39.87%
Holding in Top 10
70
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-27.08%
% of All Funds
2.27%
New
83
Increased
451
Reduced
547
Closed
72
Calls
$692M
Puts
$1.14B
Net Calls
-$450M
Net Calls Change
-$340M
Name Holding Trade Value Shares
Change
Change in
Stake
DY
451
Dowling & Yahnke
California
$6.29M +$14.6K +189 +0.2%
WAM
452
Weatherly Asset Management
California
$6.29M -$94K -1,218 -1%
SP
453
Sarasin & Partners
United Kingdom
$6.16M -$265M -3,430,030 -98%
NRS
454
Neville Rodie & Shaw
New York
$6.16M +$2.41M +31,180 +62%
AIP
455
Ameritas Investment Partners
Nebraska
$6.13M +$2.34M +30,273 +60%
GG
456
Gofen & Glossberg
Illinois
$6.11M -$50.2K -651 -0.8%
MCM
457
Monarch Capital Management
Indiana
$6.07M -$152K -1,967 -2%
CPSAC
458
Chas P. Smith & Associates (CPS)
Florida
$5.95M -$131K -1,691 -2%
FNT
459
First National Trust
Pennsylvania
$5.92M -$350K -4,530 -5%
HVIA
460
Hudson Valley Investment Advisors
New York
$5.91M -$48.2K -625 -0.8%
BF
461
BOK Financial
Oklahoma
$5.91M +$42.6K +552 +0.7%
BAM
462
Burnham Asset Management
New York
$5.91M +$14.7K +190 +0.2%
LTFS
463
Ladenburg Thalmann Financial Services
Florida
$5.9M +$5.56K +72 +0.1%
RAM
464
Roanoke Asset Management
New Jersey
$5.84M +$5.81M +75,268 New
GAM
465
Gotham Asset Management
New York
$5.8M +$3.95M +51,116 +202%
MAM
466
Mizuho Asset Management
Japan
$5.76M -$3.3M -42,720 -36%
SAM
467
Symphony Asset Management
California
$5.74M -$137K -1,770 -2%
MCM
468
Murphy Capital Management
New Jersey
$5.73M +$168K +2,175 +3%
HHMI
469
Howard Hughes Medical Institute
Maryland
$5.69M -$386K -5,000 -6%
CCT
470
Chemung Canal Trust
New York
$5.69M -$288K -3,732 -5%
CIC
471
Cutler Investment Counsel
Oregon
$5.65M -$2.16K -28 -0%
JG
472
Jefferies Group
New York
$5.61M +$2.87M +37,197 +101%
CWM
473
Cabot Wealth Management
Massachusetts
$5.6M -$11.7K -152 -0.2%
CA
474
CapWealth Advisors
Tennessee
$5.54M +$190K +2,456 +3%
WF
475
WealthTrust Fairport
Ohio
$5.53M +$8.1K +105 +0.1%

HD Hedge Fund Activity: Q3 2013 in Review

1,230 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Home Depot (HD) for Q3 2013, worth a combined $78.3B — down 3.7% from $81.3B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new HD positions and 72 closed out — a net gain of 11 holders — while 451 added to existing stakes and 547 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $307M. The largest seller was Capital World Investors, cutting an estimated $659M.

  • 1,230 institutional investors held Home Depot (HD) as of Q3 2013, down from 1,236 in Q2 2013.
  • Funds reported $78.3B of Home Depot stock for Q3 2013, down 3.7% quarter-over-quarter.
  • 83 funds opened new Home Depot positions in Q3 2013 and 72 closed out, a net change of +11 holders.
  • The largest Home Depot buyer in Q3 2013 was JP Morgan Chase, an estimated $307M added.
  • The largest Home Depot seller in Q3 2013 was Capital World Investors, an estimated $659M sold.

Based on aggregated 13F filings for Q3 2013.