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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
GC
1101
Grimes & Company
Massachusetts
$262K +$8.49K +110 +3%
PHAM
1102
Palisades Hudson Asset Management
Florida
$261K
CL
1103
CPWM LLC
Washington
$259K
SCM
1104
SKBA Capital Management
California
$258K -$9.27M -120,120 -97%
KPCM
1105
Kings Point Capital Management
New York
$258K -$50.2K -650 -16%
CNC
1106
Citizens & Northern Corp
Pennsylvania
$258K +$386 +5 +0.1%
CCA
1107
Cobblestone Capital Advisors
New York
$256K +$17.8K +231 +7%
HC
1108
Hourglass Capital
Texas
$251K
MCC
1109
Mid Continent Capital
Illinois
$251K
WFG
1110
Windsor Financial Group
Minnesota
$250K
TTWM
1111
TCV Trust & Wealth Management
Virginia
$249K -$23.2K -300 -8%
AA
1112
ALPS Advisors
Colorado
$245K +$249K +3,224 New
FMII
1113
Farmers & Merchants Investments Inc
Nebraska
$242K -$18.8K -243 -7%
IB
1114
Intrust Bank
Kansas
$241K -$17.1K -221 -7%
CCG
1115
Chatham Capital Group
Georgia
$241K
DCLA
1116
Douglas C. Lane & Associates
New York
$235K +$9.65K +125 +4%
NYLT
1117
New York Life Trust
New York
$232K +$143K +1,848 +153%
FC
1118
Fayerweather Charles
$231K
GD
1119
Grandfield & Dodd
New York
$229K -$57.9K -750 -20%
JMFC
1120
J.M. Forbes & Co
Massachusetts
$229K +$1.77K +23 +0.8%
EMG
1121
Ellington Management Group
Connecticut
$228K -$594K -7,700 -72%
BHA
1122
Beech Hill Advisors
New York
$228K -$1.54K -20 -0.7%
FM
1123
Family Management
New York
$228K
LC
1124
Lakeshore Capital
Alabama
$227K +$154 +2 +0.1%
CP
1125
Camelot Portfolios
Ohio
$227K +$3.47K +45 +2%

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.