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Home Depot

1,597 hedge funds and large institutions have $111B invested in Home Depot in 2015 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 642 increasing their positions, 637 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 47

42% more funds holding in top 10

Funds holding in top 10: 152216 (+64)

7% more capital invested

Capital invested by funds: $104B → $111B (+$7.61B)

3% more funds holding

Funds holding: 1,5451,597 (+52)

1% more repeat investments, than reductions

Existing positions increased: 642 | Existing positions reduced: 637

0.21% more ownership

Funds ownership: 72.04%72.25% (+0.21%)

28% less call options, than puts

Call options by funds: $873M | Put options by funds: $1.21B

Holders
1,597
Holders Change
+52
Holders Change %
+3.37%
% of All Funds
44.58%
Holding in Top 10
216
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+42.11%
% of All Funds
6.03%
New
110
Increased
642
Reduced
637
Closed
47
Calls
$873M
Puts
$1.21B
Net Calls
-$333M
Net Calls Change
-$113M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1351
Jacobus Wealth Management
Wisconsin
$352K -$8.1K -70 -2%
AI
1352
Accredited Investors
Minnesota
$352K +$578 +5 +0.2%
KFA
1353
Kays Financial Advisory
Georgia
$350K +$54.3K +469 +18%
LCP
1354
Legacy Capital Partners
Wisconsin
$349K +$349K +3,020 New
CG
1355
Caprock Group
Idaho
$348K
LC
1356
Lakeshore Capital
Alabama
$348K +$231 +2 +0.1%
EWA
1357
EP Wealth Advisors
California
$343K -$13K -112 -4%
FMII
1358
Farmers & Merchants Investments Inc
Nebraska
$340K -$5.78K -50 -2%
KA
1359
Kovack Advisors
Florida
$337K +$36.7K +317 +12%
TBNY
1360
Trustco Bank (New York)
New York
$335K -$5.78K -50 -2%
FPFS
1361
First Personal Financial Services
North Carolina
$335K +$2.89K +25 +0.9%
PC
1362
Palo Capital
California
$335K +$57.8K +500 +21%
SCA
1363
Sippican Capital Advisors
Massachusetts
$333K
SC
1364
Saturna Capital
Washington
$331K +$226K +1,957 +216%
VFA
1365
Virtus Fund Advisers
Connecticut
$330K
PG
1366
Patten Group
Tennessee
$329K +$12.3K +106 +4%
NEPWA
1367
New England Private Wealth Advisors
Massachusetts
$328K +$463 +4 +0.1%
YP
1368
Yellowstone Partners
Idaho
$325K +$325K +2,812 New
BSB
1369
Bangor Savings Bank
Maine
$324K -$57K -493 -15%
UBWV
1370
United Bank (West Virginia)
West Virginia
$323K -$38.2K -330 -11%
CCC
1371
Chelsea Counsel Company
California
$321K -$416K -3,600 -56%
IC
1372
IKOS CIF
Cyprus
$320K -$35.5K -307 -10%
SMC
1373
Smith, Moore & Co
Missouri
$320K +$17.5K +151 +6%
AL
1374
Agran Libbie
California
$319K +$2.89K +25 +0.9%
BMC
1375
Benin Management Corp
Connecticut
$317K

HD Hedge Fund Activity: Q3 2015 in Review

1,597 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Home Depot (HD) for Q3 2015, worth a combined $111B — up 7.3% from $104B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new HD positions and 47 closed out — a net gain of 63 holders — while 642 added to existing stakes and 637 trimmed.

The largest buyer was Bank of America, adding an estimated $658M. The largest seller was Capital Research Global Investors, cutting an estimated $581M.

  • 1,597 institutional investors held Home Depot (HD) as of Q3 2015, up from 1,545 in Q2 2015.
  • Funds reported $111B of Home Depot stock for Q3 2015, up 7.3% quarter-over-quarter.
  • 110 funds opened new Home Depot positions in Q3 2015 and 47 closed out, a net change of +63 holders.
  • The largest Home Depot buyer in Q3 2015 was Bank of America, an estimated $658M added.
  • The largest Home Depot seller in Q3 2015 was Capital Research Global Investors, an estimated $581M sold.

Based on aggregated 13F filings for Q3 2015.