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Home Depot

1,520 hedge funds and large institutions have $107B invested in Home Depot in 2015 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 510 increasing their positions, 687 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 62

26% more funds holding in top 10

Funds holding in top 10: 140177 (+37)

7% more capital invested

Capital invested by funds: $100B → $107B (+$7.38B)

2% more funds holding

Funds holding: 1,4901,520 (+30)

0.06% more ownership

Funds ownership: 72.44%72.5% (+0.06%)

24% less call options, than puts

Call options by funds: $773M | Put options by funds: $1.02B

26% less repeat investments, than reductions

Existing positions increased: 510 | Existing positions reduced: 687

Holders
1,520
Holders Change
+30
Holders Change %
+2.01%
% of All Funds
40.5%
Holding in Top 10
177
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+26.43%
% of All Funds
4.72%
New
109
Increased
510
Reduced
687
Closed
62
Calls
$773M
Puts
$1.02B
Net Calls
-$245M
Net Calls Change
+$25.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1451
Brave Asset Management
New Jersey
$98K
MWAN
1452
Mariner Wealth Advisors (NYC)
Kansas
$98K +$95.4K +865 New
AIM
1453
Advantage Investment Management
Iowa
$94K +$57.2K +519 +166%
PFSC
1454
Peoples Financial Services Corp
Pennsylvania
$91K
M
1455
MOTCO
Texas
$89K -$518K -4,700 -86%
GWS
1456
Glassman Wealth Services
Virginia
$89K +$14.4K +131 +20%
CFG
1457
CKW Financial Group
Hawaii
$88K -$10.7K -97 -11%
JAM
1458
Jolley Asset Management
North Carolina
$73K
SCA
1459
Strategic Capital Alternatives
United States
$72K +$70K +635 New
VNA
1460
Valley National Advisers
Pennsylvania
$69K +$63.6K +577 +1,803%
BBPWM
1461
Blue Bell Private Wealth Management
Pennsylvania
$68K
CAL
1462
Capital Advisors Ltd
Ohio
$67K
WA
1463
Waverly Advisors
Alabama
$61K
TWMP
1464
Taylor Wealth Management Partners
Massachusetts
$61K +$59.6K +540 New
WA
1465
WealthTrust-Arizona
Arizona
$58K +$4.74K +43 +9%
TFO
1466
Tarbox Family Office
California
$54K
BGIM
1467
Brandywine Global Investment Management
Pennsylvania
$54K +$6.4K +58 +14%
CFSG
1468
Community Financial Services Group
Vermont
$54K +$12.5K +113 +31%
KTC
1469
Kistler-Tiffany Companies
Pennsylvania
$52K
TDC
1470
Thompson Davis & Co
Virginia
$50K +$5.18K +47 +12%
FWM
1471
Focused Wealth Management
New York
$49K
BWFA
1472
Baltimore-Washington Financial Advisors
Maryland
$46K
CCS
1473
Crosspoint Capital Strategies
California
$45K -$3.5M -31,693 -99%
BCM
1474
Blume Capital Management
California
$45K
MIP
1475
Mondrian Investment Partners
United Kingdom
$45K

HD Hedge Fund Activity: Q1 2015 in Review

1,520 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Home Depot (HD) for Q1 2015, worth a combined $107B — up 7.4% from $100B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new HD positions and 62 closed out — a net gain of 47 holders — while 510 added to existing stakes and 687 trimmed.

The largest buyer was Janus Henderson Investors US, adding an estimated $561M. The largest seller was Capital World Investors, cutting an estimated $565M.

  • 1,520 institutional investors held Home Depot (HD) as of Q1 2015, up from 1,490 in Q4 2014.
  • Funds reported $107B of Home Depot stock for Q1 2015, up 7.4% quarter-over-quarter.
  • 109 funds opened new Home Depot positions in Q1 2015 and 62 closed out, a net change of +47 holders.
  • The largest Home Depot buyer in Q1 2015 was Janus Henderson Investors US, an estimated $561M added.
  • The largest Home Depot seller in Q1 2015 was Capital World Investors, an estimated $565M sold.

Based on aggregated 13F filings for Q1 2015.