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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
CI
701
Chartist Inc
California
$1.82M -$65.9K -854 -3%
NJBEST
702
New Jersey Better Educational Savings Trust
New Jersey
$1.82M +$309K +4,000 +20%
DWA
703
Douglass Winthrop Advisors
New York
$1.81M -$47.5K -616 -3%
OWD
704
Osborn Williams & Donohoe
Ohio
$1.8M +$10K +130 +0.6%
IA
705
Icon Advisers
Colorado
$1.8M -$463K -6,000 -20%
GLRA
706
Gerald L. Ray & Associates
Texas
$1.79M +$11.7K +152 +0.6%
WS
707
Wedbush Securities
California
$1.79M +$55.5K +719 +3%
AAM
708
AR Asset Management
California
$1.79M
PPCM
709
Pillar Pacific Capital Management
California
$1.79M +$148K +1,920 +9%
TCP
710
TAMRO Capital Partners
Virginia
$1.78M -$333K -4,312 -15%
MS
711
Marshall & Sullivan
Washington
$1.77M +$1.8M +23,330 New
ZIC
712
ZWJ Investment Counsel
Georgia
$1.76M +$54.6K +707 +3%
TRCT
713
Tower Research Capital (TRC)
New York
$1.75M +$1.57M +20,317 +722%
IAS
714
IMA Advisory Services
Colorado
$1.75M +$561K +7,270 +46%
BUB
715
BBVA USA Bancshares
Texas
$1.74M -$142K -1,846 -7%
LI
716
LMCG Investments
Massachusetts
$1.74M -$238K -3,078 -12%
KIG
717
Kovitz Investment Group
Illinois
$1.74M -$164K -2,127 -9%
TNBTD
718
Trustmark National Bank Trust Department
Mississippi
$1.71M -$14.9K -193 -0.8%
CNAM
719
Campbell Newman Asset Management
Wisconsin
$1.71M
FTC
720
Farmers Trust Company
Ohio
$1.71M -$21.2K -275 -1%
NIM
721
Northeast Investment Management
Massachusetts
$1.71M -$50.2K -650 -3%
WOC
722
West Oak Capital
California
$1.7M -$39.4K -510 -2%
SGAM
723
Steinberg Global Asset Management
Florida
$1.69M +$3.4K +44 +0.2%
ZCM
724
Ziegler Capital Management
Illinois
$1.68M -$243K -3,145 -12%
GJIC
725
Gamble Jones Investment Counsel
California
$1.68M +$11.9K +154 +0.7%

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.