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Home Depot

2,144 hedge funds and large institutions have $166B invested in Home Depot in 2018 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 840 increasing their positions, 927 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 74

6% more capital invested

Capital invested by funds: $157B → $166B (+$9.73B)

1% more funds holding

Funds holding: 2,1292,144 (+15)

0.4% more ownership

Funds ownership: 69.85%70.25% (+0.4%)

9% less repeat investments, than reductions

Existing positions increased: 840 | Existing positions reduced: 927

6% less funds holding in top 10

Funds holding in top 10: 252238 (-14)

34% less call options, than puts

Call options by funds: $1.18B | Put options by funds: $1.78B

Holders
2,144
Holders Change
+15
Holders Change %
+0.7%
% of All Funds
49.01%
Holding in Top 10
238
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-5.56%
% of All Funds
5.44%
New
106
Increased
840
Reduced
927
Closed
74
Calls
$1.18B
Puts
$1.78B
Net Calls
-$597M
Net Calls Change
-$163M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1201
Evermay Wealth Management
Virginia
$1.88M -$148K -735 -7%
ICP
1202
Ironvine Capital Partners
Nebraska
$1.88M
RCG
1203
Rock Creek Group
District of Columbia
$1.88M +$1.82M +9,055 New
JIC
1204
Joel Isaacson & Co
New York
$1.87M +$10.7K +53 +0.6%
BFA
1205
Beaumont Financial Advisors
Massachusetts
$1.87M +$408K +2,025 +29%
EWA
1206
EP Wealth Advisors
California
$1.87M +$866K +4,300 +91%
CB
1207
Community Bank
New York
$1.87M -$21.1K -105 -1%
HFM
1208
Harvest Fund Management
China
$1.87M +$1.56M +7,733 +605%
MWP
1209
MYCIO Wealth Partners
Pennsylvania
$1.87M +$103K +513 +6%
WP
1210
WMS Partners
Maryland
$1.86M -$37.2K -185 -2%
SFSG
1211
Stearns Financial Services Group
North Carolina
$1.86M +$16.1K +80 +0.9%
TCM
1212
Tradition Capital Management
New Jersey
$1.86M -$20.1K -100 -1%
VCM
1213
Versant Capital Management
Arizona
$1.86M -$2.62K -13 -0.1%
RWP
1214
RWA Wealth Partners
Massachusetts
$1.85M
GWCM
1215
Godshalk Welsh Capital Management
Pennsylvania
$1.85M -$108K -535 -6%
SDIC
1216
South Dakota Investment Council
South Dakota
$1.84M
BPM
1217
Bowling Portfolio Management
Ohio
$1.84M -$28.6K -142 -2%
WPP
1218
Whalerock Point Partners
Rhode Island
$1.84M +$22.1K +110 +1%
VSWA
1219
Vontobel Swiss Wealth Advisors
Switzerland
$1.83M -$73.1K -363 -4%
BO
1220
Bank OZK
Arkansas
$1.83M -$57.4K -285 -3%
SC
1221
Savant Capital
Illinois
$1.83M +$68.5K +340 +4%
RCAG
1222
Rehmann Capital Advisory Group
Michigan
$1.82M -$25.4K -126 -1%
CC
1223
Courier Capital
New York
$1.81M -$360K -1,788 -17%
WA
1224
WBH Advisory
Maryland
$1.81M -$2.42K -12 -0.1%
CRIG
1225
Charter Research & Investment Group
Connecticut
$1.81M

HD Hedge Fund Activity: Q3 2018 in Review

2,144 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Home Depot (HD) for Q3 2018, worth a combined $166B — up 6.2% from $157B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new HD positions and 74 closed out — a net gain of 32 holders — while 840 added to existing stakes and 927 trimmed.

The largest buyer was Capital International Investors, adding an estimated $804M. The largest seller was Capital Research Global Investors, cutting an estimated $560M.

  • 2,144 institutional investors held Home Depot (HD) as of Q3 2018, up from 2,129 in Q2 2018.
  • Funds reported $166B of Home Depot stock for Q3 2018, up 6.2% quarter-over-quarter.
  • 106 funds opened new Home Depot positions in Q3 2018 and 74 closed out, a net change of +32 holders.
  • The largest Home Depot buyer in Q3 2018 was Capital International Investors, an estimated $804M added.
  • The largest Home Depot seller in Q3 2018 was Capital Research Global Investors, an estimated $560M sold.

Based on aggregated 13F filings for Q3 2018.