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Home Depot

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: 252265 (+13)

2% more capital invested

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

0% more funds holding

Funds holding: 2,9332,939 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SGA
1001
Strategic Global Advisors
California
$5.63M +$5.63M +17,141 New
AMM
1002
American Money Management
California
$5.62M +$138K +419 +3%
NHC
1003
Nicholas Hoffman & Company
Georgia
$5.62M -$29.9K -91 -0.5%
GJIC
1004
Gamble Jones Investment Counsel
California
$5.62M +$316K +961 +6%
TLP
1005
Trinity Legacy Partners
Texas
$5.61M +$107K +326 +2%
JG
1006
Jefferies Group
New York
$5.58M -$3.8M -11,563 -40%
AC
1007
Annandale Capital
Texas
$5.58M
CRB
1008
Chad R. Baker
$5.58M
DE
1009
Day & Ennis
Georgia
$5.57M +$142K +431 +3%
WIA
1010
Westbourne Investment Advisors
Maryland
$5.56M -$2.63K -8 -0%
ACM
1011
Ayrshire Capital Management
Connecticut
$5.56M -$109K -332 -2%
OPS
1012
Orion Portfolio Solutions
Nebraska
$5.55M +$740K +2,254 +15%
SSWM
1013
Smith Salley Wealth Management
North Carolina
$5.55M +$186K +567 +3%
EFS
1014
Essex Financial Services
Connecticut
$5.55M +$918K +2,796 +20%
S
1015
SimplyRich
California
$5.53M
IIC
1016
Ironwood Investment Counsel
Arizona
$5.52M +$162K +492 +3%
HWAM
1017
Hennion & Walsh Asset Management
New Jersey
$5.51M +$295K +897 +6%
GA
1018
Gateway Advisory
New Jersey
$5.47M +$61.1K +186 +1%
Twin Tree Management
1019
Twin Tree Management
Texas
$5.47M +$5.47M +16,655 New
MCA
1020
Magnolia Capital Advisors
Mississippi
$5.45M +$3.06M +9,334 +128%
PCA
1021
Providence Capital Advisors
North Carolina
$5.44M +$258K +787 +5%
IFG
1022
Independent Financial Group
California
$5.44M +$60.4K +184 +1%
PWSG
1023
Pacific Wealth Strategies Group
California
$5.43M +$139K +424 +3%
VV
1024
Verity & Verity
South Carolina
$5.43M +$139K +424 +3%
VFA
1025
Valeo Financial Advisors
Indiana
$5.42M +$378K +1,150 +7%

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.