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Home Depot

2,071 hedge funds and large institutions have $145B invested in Home Depot in 2018 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 818 increasing their positions, 909 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 117

0.44% less ownership

Funds ownership: 70.86%70.42% (-0.44%)

1% less funds holding

Funds holding: 2,0892,071 (-18)

7% less capital invested

Capital invested by funds: $157B → $145B (-$11.6B)

10% less repeat investments, than reductions

Existing positions increased: 818 | Existing positions reduced: 909

16% less funds holding in top 10

Funds holding in top 10: 230194 (-36)

24% less call options, than puts

Call options by funds: $1.67B | Put options by funds: $2.21B

Holders
2,071
Holders Change
-18
Holders Change %
-0.86%
% of All Funds
47.46%
Holding in Top 10
194
Holding in Top 10 Change
-36
Holding in Top 10 Change %
-15.65%
% of All Funds
4.45%
New
125
Increased
818
Reduced
909
Closed
117
Calls
$1.67B
Puts
$2.21B
Net Calls
-$532M
Net Calls Change
-$281M
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
51
Fred Alger Management
New York
$480M +$99.9M +532,317 +25%
TD Asset Management
52
TD Asset Management
Ontario, Canada
$446M -$3.76M -20,019 -0.8%
VOYA Investment Management
53
VOYA Investment Management
Georgia
$445M +$1.98M +10,543 +0.4%
EIP
54
Epoch Investment Partners
New York
$440M -$10M -53,423 -2%
Aristotle Capital Management
55
Aristotle Capital Management
California
$437M +$13.4M +71,637 +3%
Mitsubishi UFJ Trust & Banking
56
Mitsubishi UFJ Trust & Banking
Japan
$432M -$2.77M -14,776 -0.6%
AQR Capital Management
57
AQR Capital Management
Connecticut
$412M +$68.2M +363,700 +19%
Capital International Investors
58
Capital International Investors
California
$388M -$205M -1,090,332 -33%
Barclays
59
Barclays
United Kingdom
$380M -$17.8M -94,780 -4%
Principal Financial Group
60
Principal Financial Group
Iowa
$377M +$8.52M +45,429 +2%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$363M -$9.78M -52,128 -2%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$362M -$12.1M -64,648 -3%
Acadian Asset Management
63
Acadian Asset Management
Massachusetts
$349M +$103M +547,661 +39%
Invesco
64
Invesco
Georgia
$347M -$35.5M -189,306 -9%
Asset Management One
65
Asset Management One
Japan
$346M +$5.92M +31,530 +2%
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$345M -$7.81M -41,600 -2%
TIM
67
Thornburg Investment Management
New Mexico
$331M -$27M -143,819 -7%
HSBC Holdings
68
HSBC Holdings
United Kingdom
$331M -$210M -1,120,724 -38%
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$326M -$9.21M -49,085 -3%
Neuberger Berman Group
70
Neuberger Berman Group
New York
$324M -$3.76M -20,046 -1%
Aberdeen Group
71
Aberdeen Group
United Kingdom
$315M -$18.5M -98,526 -5%
CIBC Private Wealth Group
72
CIBC Private Wealth Group
Georgia
$305M +$18.7M +99,705 +6%
Winslow Capital Management
73
Winslow Capital Management
Minnesota
$302M -$14.2M -75,874 -4%
Schroder Investment Management Group
74
Schroder Investment Management Group
United Kingdom
$295M +$66.8M +355,958 +27%
CS
75
Credit Suisse
Switzerland
$293M -$95.1M -506,908 -24%

HD Hedge Fund Activity: Q1 2018 in Review

2,071 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Home Depot (HD) for Q1 2018, worth a combined $145B — down 7.4% from $157B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new HD positions and 117 closed out — a net gain of 8 holders — while 818 added to existing stakes and 909 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $512M. The largest seller was Capital World Investors, cutting an estimated $1.53B.

  • 2,071 institutional investors held Home Depot (HD) as of Q1 2018, down from 2,089 in Q4 2017.
  • Funds reported $145B of Home Depot stock for Q1 2018, down 7.4% quarter-over-quarter.
  • 125 funds opened new Home Depot positions in Q1 2018 and 117 closed out, a net change of +8 holders.
  • The largest Home Depot buyer in Q1 2018 was Deutsche Bank, an estimated $512M added.
  • The largest Home Depot seller in Q1 2018 was Capital World Investors, an estimated $1.53B sold.

Based on aggregated 13F filings for Q1 2018.