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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
CCM
1151
Coldstream Capital Management
Washington
$166K
WA
1152
Waverly Advisors
Alabama
$164K +$167K +2,167 New
MI
1153
Mercer Investments
Massachusetts
$163K -$71.5K -927 -30%
Manulife (Manufacturers Life Insurance)
1154
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$154K +$759K +9,833 +0.5%
JEW
1155
Jamison Eaton & Wood
New Jersey
$152K +$154K +2,000 New
ACM
1156
Aviance Capital Management
Florida
$152K +$155K +2,005 New
DBT
1157
Dubuque Bank & Trust
Iowa
$145K +$25.1K +325 +20%
TC
1158
TradeLink Capital
Illinois
$144K -$3.1M -40,100 -95%
Carson Wealth (CWM LLC)
1159
Carson Wealth (CWM LLC)
Nebraska
$144K +$147K +1,901 New
RFA
1160
Reilly Financial Advisors
California
$141K +$3.4K +44 +2%
ECM
1161
ETrade Capital Management
Virginia
$140K -$131K -1,699 -48%
RIA
1162
Regal Investment Advisors
Michigan
$124K -$7.25K -94 -5%
MUMSS
1163
Mitsubishi UFJ Morgan Stanley Securities
Japan
$122K
QAM
1164
QCI Asset Management
New York
$121K
IUAM
1165
Itau USA Asset Management
New York
$114K -$23.2K -300 -17%
CCM
1166
Cupps Capital Management
Illinois
$112K -$188K -2,440 -62%
EWM
1167
Edge Wealth Management
New York
$107K
PFS
1168
Penseco Financial Services
Pennsylvania
$104K -$230K -2,981 -69%
TIM
1169
Tortoise Investment Management
New York
$101K -$9.8K -127 -9%
CL
1170
CFS LLC
Oklahoma
$97K
AWS
1171
Aris Wealth Services
Pennsylvania
$85K +$86.8K +1,124 New
FANJ
1172
Financial Architects (New Jersey)
New Jersey
$83K +$18.6K +241 +29%
MA
1173
MCF Advisors
Kentucky
$81K +$13.8K +179 +21%
OSNBOA
1174
Old Second National Bank of Aurora
Illinois
$80K -$15.4K -200 -16%
HI
1175
Hudock Inc
Pennsylvania
$80K -$3.86K -50 -5%

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.