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Home Depot

2,939 hedge funds and large institutions have $289B invested in Home Depot in 2021 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 1,298 increasing their positions, 1,146 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 74

13% more repeat investments, than reductions

Existing positions increased: 1,298 | Existing positions reduced: 1,146

5% more funds holding in top 10

Funds holding in top 10: 252265 (+13)

2% more capital invested

Capital invested by funds: $282B → $289B (+$6.45B)

0% more funds holding

Funds holding: 2,9332,939 (+6)

0.14% less ownership

Funds ownership: 70.22%70.08% (-0.14%)

22% less call options, than puts

Call options by funds: $3.5B | Put options by funds: $4.5B

Holders
2,939
Holders Change
+6
Holders Change %
+0.2%
% of All Funds
51.44%
Holding in Top 10
265
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+5.16%
% of All Funds
4.64%
New
122
Increased
1,298
Reduced
1,146
Closed
74
Calls
$3.5B
Puts
$4.5B
Net Calls
-$994M
Net Calls Change
-$597M
Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
1251
Cary Street Partners Investment Advisory
Virginia
$3.59M +$169K +515 +5%
ACM
1252
Aljian Capital Management
Nevada
$3.58M +$237K +723 +7%
NWM
1253
Nicola Wealth Management
British Columbia, Canada
$3.57M
IMOV
1254
Investment Management of Virginia
Virginia
$3.57M +$86K +262 +2%
OCM
1255
Orser Capital Management
Texas
$3.56M +$32.8K +100 +0.9%
SHA
1256
Seneca House Advisors
Virginia
$3.56M +$15.1K +46 +0.4%
SMFG
1257
Sumitomo Mitsui Financial Group
Japan
$3.56M +$701K +2,134 +25%
CAL
1258
Capital Analysts LLC
Pennsylvania
$3.55M +$96.5K +294 +3%
WKWM
1259
Walter & Keenan Wealth Management
Indiana
$3.55M -$100K -305 -3%
QCG
1260
Quadrant Capital Group
Ohio
$3.54M +$370K +1,126 +12%
HHAA
1261
Henry H. Armstrong Associates
Pennsylvania
$3.53M +$25K +76 +0.7%
SFA
1262
Sequoia Financial Advisors
Ohio
$3.52M -$5.48M -16,680 -61%
SFP
1263
Shepherd Financial Partners
Massachusetts
$3.51M +$26.3K +80 +0.8%
RCM
1264
Regency Capital Management
Hawaii
$3.51M +$362K +1,102 +11%
SOAMC
1265
Spirit of America Management Corp
New York
$3.51M -$230K -700 -6%
SSG
1266
Summit Securities Group
New York
$3.5M -$2.14M -6,506 -38%
WAG
1267
Winthrop Advisory Group
Massachusetts
$3.49M -$20.4K -62 -0.6%
AFM
1268
Abbot Financial Management
Massachusetts
$3.48M
RBFC
1269
Roman Butler Fullerton & Co
Missouri
$3.48M +$985 +3 +0%
AF
1270
Advisornet Financial
Minnesota
$3.48M +$101K +309 +3%
WPW
1271
Waldron Private Wealth
Pennsylvania
$3.48M +$845K +2,574 +32%
SFS
1272
Sowell Financial Services
Arkansas
$3.46M -$350K -1,065 -9%
RPWA
1273
Regent Peak Wealth Advisors
Georgia
$3.46M +$43K +131 +1%
EWM
1274
Empirical Wealth Management
Washington
$3.46M +$458K +1,395 +15%
PFT
1275
Providence First Trust
Arizona
$3.45M

HD Hedge Fund Activity: Q3 2021 in Review

2,939 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Home Depot (HD) for Q3 2021, worth a combined $289B — up 2.3% from $282B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new HD positions and 74 closed out — a net gain of 48 holders — while 1,298 added to existing stakes and 1,146 trimmed.

The largest buyer was Jennison Associates, adding an estimated $600M. The largest seller was JP Morgan Chase, cutting an estimated $590M.

  • 2,939 institutional investors held Home Depot (HD) as of Q3 2021, up from 2,933 in Q2 2021.
  • Funds reported $289B of Home Depot stock for Q3 2021, up 2.3% quarter-over-quarter.
  • 122 funds opened new Home Depot positions in Q3 2021 and 74 closed out, a net change of +48 holders.
  • The largest Home Depot buyer in Q3 2021 was Jennison Associates, an estimated $600M added.
  • The largest Home Depot seller in Q3 2021 was JP Morgan Chase, an estimated $590M sold.

Based on aggregated 13F filings for Q3 2021.