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Home Depot

1,342 hedge funds and large institutions have $81.7B invested in Home Depot in 2014 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 524 increasing their positions, 575 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.36% more ownership

Funds ownership: 70.9%73.26% (+2.4%)

7% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 72

3% more capital invested

Capital invested by funds: $79.3B → $81.7B (+$2.38B)

0% less funds holding

Funds holding: 1,3461,342 (-4)

7% less call options, than puts

Call options by funds: $483M | Put options by funds: $522M

9% less repeat investments, than reductions

Existing positions increased: 524 | Existing positions reduced: 575

4% less funds holding in top 10

Funds holding in top 10: 6764 (-3)

Holders
1,342
Holders Change
-4
Holders Change %
-0.3%
% of All Funds
38.55%
Holding in Top 10
64
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.48%
% of All Funds
1.84%
New
77
Increased
524
Reduced
575
Closed
72
Calls
$483M
Puts
$522M
Net Calls
-$38.6M
Net Calls Change
-$172M
Name Holding Trade Value Shares
Change
Change in
Stake
MAS
1301
Madden Advisory Services
Florida
$46K +$79 +1 +0.2%
OSNBOA
1302
Old Second National Bank of Aurora
Illinois
$45K -$5.13K -65 -11%
IMS
1303
Index Management Solutions
Pennsylvania
$40K -$67.3K -853 -63%
NC
1304
Nicholas Company
Wisconsin
$40K -$11.8K -150 -23%
LWA
1305
Lenox Wealth Advisors
New York
$40K
GGHC
1306
Gilder Gagnon Howe & Co
New York
$40K +$39.3K +498 New
WAS
1307
Winch Advisory Services
Wisconsin
$39K -$12.5K -158 -24%
KTC
1308
Kistler-Tiffany Companies
Pennsylvania
$37K
FWM
1309
Focused Wealth Management
New York
$35K -$1.81K -23 -5%
TFO
1310
Tarbox Family Office
California
$35K
WA
1311
WealthTrust-Arizona
Arizona
$35K +$24.6K +312 +250%
BCM
1312
Blume Capital Management
California
$32K
MIP
1313
Mondrian Investment Partners
United Kingdom
$32K
DBT
1314
Dubuque Bank & Trust
Iowa
$30K +$1.74K +22 +6%
FIG
1315
Fusion Investment Group
Pennsylvania
$28K
EWM
1316
Elite Wealth Management
Washington
$24K -$15.8K -200 -40%
CFSG
1317
Community Financial Services Group
Vermont
$24K
LFR
1318
Lehman Financial Resources
Pennsylvania
$24K
PFO
1319
Pathstone Family Office
New Jersey
$24K
GXMC
1320
Global X Management Company
New York
$20K
TDC
1321
Thompson Davis & Co
Virginia
$20K +$9.86K +125 +105%
CTB
1322
Country Trust Bank
Illinois
$16.2K +$15.8K +200 New
AWM
1323
Avior Wealth Management
Nebraska
$16K -$12K -152 -44%
DIA
1324
Davidson Investment Advisors
Montana
$16K
LWM
1325
Lenox Wealth Management
Ohio
$15K

HD Hedge Fund Activity: Q2 2014 in Review

1,342 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Home Depot (HD) for Q2 2014, worth a combined $81.7B — up 3% from $79.3B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new HD positions and 72 closed out — a net gain of 5 holders — while 524 added to existing stakes and 575 trimmed.

The largest buyer was Norges Bank, adding an estimated $811M. The largest seller was Capital World Investors, cutting an estimated $665M.

  • 1,342 institutional investors held Home Depot (HD) as of Q2 2014, down from 1,346 in Q1 2014.
  • Funds reported $81.7B of Home Depot stock for Q2 2014, up 3% quarter-over-quarter.
  • 77 funds opened new Home Depot positions in Q2 2014 and 72 closed out, a net change of +5 holders.
  • The largest Home Depot buyer in Q2 2014 was Norges Bank, an estimated $811M added.
  • The largest Home Depot seller in Q2 2014 was Capital World Investors, an estimated $665M sold.

Based on aggregated 13F filings for Q2 2014.