We are live on ! Find out more
HD icon

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
BIC
751
Bridges Investment Counsel
Nebraska
$1.5M -$54K -700 -3%
FAAS
752
First Allied Advisory Services
California
$1.5M +$79K +1,023 +5%
SWM
753
Segment Wealth Management
Texas
$1.47M -$269K -3,488 -15%
YIA
754
YHB Investment Advisors
Connecticut
$1.47M +$64.8K +840 +5%
Fuller & Thaler Asset Management
755
Fuller & Thaler Asset Management
California
$1.45M -$370K -4,800 -20%
SOAMC
756
Spirit of America Management Corp
New York
$1.44M -$77.2K -1,000 -5%
SIM
757
SSI Investment Management
California
$1.44M -$551K -7,135 -27%
TCOTO
758
Trust Company of the Ozarks
Missouri
$1.44M -$14.3K -185 -1%
JAFL
759
Jay A. Fishman Ltd
Michigan
$1.43M +$11.9K +154 +0.8%
DA
760
Dillon & Associates
Michigan
$1.43M -$36.9K -478 -3%
BPM
761
Bowling Portfolio Management
Ohio
$1.43M -$8.72K -113 -0.6%
BBNB
762
Baker Boyer National Bank
Washington
$1.42M -$51.7K -670 -3%
FNBOMD
763
First National Bank of Mount Dora
Florida
$1.42M +$197K +2,550 +16%
AP
764
Advisor Partners
California
$1.41M +$140K +1,814 +11%
BWP
765
Baldwin Wealth Partners
Massachusetts
$1.41M -$1.41M -18,275 -50%
PMG
766
ProVise Management Group
Florida
$1.41M -$14K -182 -1%
SAM
767
Scotia Asset Management
Ontario, Canada
$1.4M -$25.9K -335 -2%
LBC
768
Lowe Brockenbrough & Co
Virginia
$1.4M -$21.2K -275 -1%
CCM
769
Condor Capital Management
New Jersey
$1.4M -$48.5K -628 -3%
RW
770
Rand Wealth
Maryland
$1.39M +$61.7K +800 +5%
TL
771
Tirschwell & Loewy
New York
$1.38M
MLL
772
Moody Lynn & Lieberson
Massachusetts
$1.38M -$8.52M -110,380 -86%
SC
773
StellarOne Corp
Virginia
$1.38M -$51.9K -673 -4%
MFS
774
Monetta Financial Services
Illinois
$1.36M -$1.16M -15,000 -45%
GF
775
Gerry Farber
New York
$1.36M

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.