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Home Depot

1,322 hedge funds and large institutions have $83.8B invested in Home Depot in 2013 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 437 increasing their positions, 576 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 54

7% more funds holding

Funds holding: 1,2301,322 (+92)

7% more funds holding in top 10

Funds holding in top 10: 7075 (+5)

7% more capital invested

Capital invested by funds: $78.3B → $83.8B (+$5.55B)

0.23% less ownership

Funds ownership: 72.25%72.02% (-0.23%)

24% less repeat investments, than reductions

Existing positions increased: 437 | Existing positions reduced: 576

28% less call options, than puts

Call options by funds: $739M | Put options by funds: $1.02B

Holders
1,322
Holders Change
+92
Holders Change %
+7.48%
% of All Funds
38.35%
Holding in Top 10
75
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.14%
% of All Funds
2.18%
New
160
Increased
437
Reduced
576
Closed
54
Calls
$739M
Puts
$1.02B
Net Calls
-$281M
Net Calls Change
+$170M
Name Holding Trade Value Shares
Change
Change in
Stake
PFSC
1251
Peoples Financial Services Corp
Pennsylvania
$95K +$89.6K +1,150 New
AWS
1252
Aris Wealth Services
Pennsylvania
$93K
LWM
1253
LBA Wealth Management
Florida
$88K +$83.4K +1,070 New
NC
1254
Nicholas Company
Wisconsin
$86K
OSNBOA
1255
Old Second National Bank of Aurora
Illinois
$84K -$3.51K -45 -4%
PMFA
1256
Plante Moran Financial Advisors
Michigan
$82K +$34.2K +439 +79%
PFA
1257
Paradigm Financial Advisors
Missouri
$82K +$77.9K +1,000 New
VNB
1258
Valley National Bancorp
New York
$82K +$77.9K +1,000 New
HDIM
1259
Hanson & Doremus Investment Management
Vermont
$81K -$2.49K -32 -3%
MA
1260
MCF Advisors
Kentucky
$81K +$156 +2 +0.2%
IMS
1261
Index Management Solutions
Pennsylvania
$80K +$19.2K +246 +34%
IRS
1262
Invictus RG (Singapore)
Singapore
$78K +$31.9K +410 +76%
OC
1263
Oakworth Capital
Alabama
$77K +$73.3K +941 New
CAL
1264
Capital Advisors Ltd
Ohio
$73K +$69.1K +887 New
DBT
1265
Dubuque Bank & Trust
Iowa
$71K -$81.8K -1,050 -55%
BAM
1266
Brave Asset Management
New Jersey
$71K +$67.1K +861 New
WCM
1267
Wealthcare Capital Management
Virginia
$70K
PAS
1268
Partnervest Advisory Services
California
$69K -$9.97K -128 -13%
CCS
1269
Crosspoint Capital Strategies
California
$69K +$65.1K +835 New
M
1270
MOTCO
Texas
$65K
LWA
1271
Lenox Wealth Advisors
New York
$58K +$35.5K +455 +186%
JAM
1272
Jolley Asset Management
North Carolina
$53K
ST
1273
SpiderRock Trading
Illinois
$49K
BBPWM
1274
Blue Bell Private Wealth Management
Pennsylvania
$49K +$46.7K +600 New
CEMP
1275
Compass Efficient Model Portfolios
Tennessee
$49K +$46.7K +600 New

HD Hedge Fund Activity: Q4 2013 in Review

1,322 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Home Depot (HD) for Q4 2013, worth a combined $83.8B — up 7.1% from $78.3B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new HD positions and 54 closed out — a net gain of 106 holders — while 437 added to existing stakes and 576 trimmed.

The largest buyer was Barclays, adding an estimated $497M. The largest seller was Capital World Investors, cutting an estimated $514M.

  • 1,322 institutional investors held Home Depot (HD) as of Q4 2013, up from 1,230 in Q3 2013.
  • Funds reported $83.8B of Home Depot stock for Q4 2013, up 7.1% quarter-over-quarter.
  • 160 funds opened new Home Depot positions in Q4 2013 and 54 closed out, a net change of +106 holders.
  • The largest Home Depot buyer in Q4 2013 was Barclays, an estimated $497M added.
  • The largest Home Depot seller in Q4 2013 was Capital World Investors, an estimated $514M sold.

Based on aggregated 13F filings for Q4 2013.