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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
MOS
1301
MGO One Seven
Ohio
$3.32M +$140K +426 +5%
CTI
1302
Community Trust & Investment
Kentucky
$3.31M +$2.05M +6,237 +162%
SCM
1303
Schnieders Capital Management
California
$3.31M +$328 +1 +0%
CMO
1304
Covenant Multifamily Offices
Texas
$3.31M -$29.2K -89 -0.9%
CFMC
1305
Curbstone Financial Management Corp
New Hampshire
$3.3M -$42.7K -130 -1%
AWA
1306
Arete Wealth Advisors
Illinois
$3.3M +$62.7K +191 +2%
PWA
1307
Phoenix Wealth Advisors
North Carolina
$3.3M +$2.74M +8,340 +483%
HA
1308
Herold Advisors
New York
$3.3M +$3.3M +10,065 New
CIP
1309
Capital Insight Partners
Arizona
$3.3M +$105K +321 +3%
SS
1310
Simplicity Solutions
Minnesota
$3.3M +$830K +2,529 +34%
DAM
1311
Diamant Asset Management
Connecticut
$3.29M +$3.29M +10,015 New
SACTSONJ
1312
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.28M
NSIM
1313
North Star Investment Management
Illinois
$3.28M -$42K -128 -1%
IC
1314
Inscription Capital
Texas
$3.27M -$9.04M -27,546 -73%
FIS
1315
Fundsmith Investment Services
Mauritius
$3.27M +$11.5K +35 +0.4%
AWM
1316
Aberdeen Wealth Management
Illinois
$3.26M -$92.9K -283 -3%
JWM
1317
JGP Wealth Management
Oregon
$3.26M +$61.7K +188 +2%
GWMIA
1318
Global Wealth Management Investment Advisory
Florida
$3.26M -$298K -908 -8%
WPW
1319
Warther Private Wealth
Ohio
$3.26M +$206K +626 +7%
BWL
1320
Bogart Wealth LLC
Virginia
$3.26M +$465K +1,416 +17%
HCM
1321
Huber Capital Management
California
$3.25M -$263K -800 -7%
MCM
1322
Monument Capital Management
Virginia
$3.25M +$65.7K +200 +2%
BCM
1323
Brown Capital Management
Maryland
$3.24M -$65K -198 -2%
MIM
1324
Moseley Investment Management
Florida
$3.23M +$45.6K +139 +1%
CA
1325
Calton & Associates
Florida
$3.23M -$76.5K -233 -2%

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.