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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
FM
1176
Forward Management
California
$80K
SFS
1177
Signator Financial Services
Massachusetts
$80K +$38.6K +500 +90%
NC
1178
Nicholas Company
Wisconsin
$79K +$11.6K +150 +17%
HDIM
1179
Hanson & Doremus Investment Management
Vermont
$77K +$5.33K +69 +7%
PAS
1180
Partnervest Advisory Services
California
$73K -$3.55K -46 -5%
BL
1181
Bolton LP
Connecticut
$73K +$74.3K +963 New
EWM
1182
Elite Wealth Management
Washington
$72K
JFA
1183
JNBA Financial Advisors
Minnesota
$69K +$27K +350 +62%
VCM
1184
Vigilant Capital Management
Maine
$66K -$11.6K -150 -15%
WCM
1185
Wealthcare Capital Management
Virginia
$64K
ACM
1186
Antonetti Capital Management
Florida
$63K
M
1187
MOTCO
Texas
$60K -$10K -130 -14%
IMS
1188
Index Management Solutions
Pennsylvania
$55K +$56.1K +727 New
MCM
1189
Mazama Capital Management
Oregon
$50K +$39.5K +512 +337%
BGIM
1190
Brandywine Global Investment Management
Pennsylvania
$49K
JAM
1191
Jolley Asset Management
North Carolina
$49K
PIM
1192
Profit Investment Management
Maryland
$46.2K -$2.44M -31,660 -5%
MAS
1193
Madden Advisory Services
Florida
$43K -$3.86K -50 -8%
PMFA
1194
Plante Moran Financial Advisors
Michigan
$42K +$2.16K +28 +5%
IRS
1195
Invictus RG (Singapore)
Singapore
$41K -$109K -1,417 -72%
SC
1196
Saturna Capital
Washington
$36K
FWM
1197
Focused Wealth Management
New York
$32K +$32.2K +417 New
MIP
1198
Mondrian Investment Partners
United Kingdom
$30K
KTC
1199
Kistler-Tiffany Companies
Pennsylvania
$28K
FMP
1200
Financial Management Professionals
Texas
$26K +$23.2K +300 +698%

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.