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Home Depot

2,144 hedge funds and large institutions have $166B invested in Home Depot in 2018 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 840 increasing their positions, 927 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 74

6% more capital invested

Capital invested by funds: $157B → $166B (+$9.73B)

1% more funds holding

Funds holding: 2,1292,144 (+15)

0.4% more ownership

Funds ownership: 69.85%70.25% (+0.4%)

9% less repeat investments, than reductions

Existing positions increased: 840 | Existing positions reduced: 927

6% less funds holding in top 10

Funds holding in top 10: 252238 (-14)

34% less call options, than puts

Call options by funds: $1.18B | Put options by funds: $1.78B

Holders
2,144
Holders Change
+15
Holders Change %
+0.7%
% of All Funds
49.01%
Holding in Top 10
238
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-5.56%
% of All Funds
5.44%
New
106
Increased
840
Reduced
927
Closed
74
Calls
$1.18B
Puts
$1.78B
Net Calls
-$597M
Net Calls Change
-$163M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1501
SFMG Wealth Advisors
Texas
$866K -$147K -729 -13%
AL
1502
Aspiriant LLC
California
$864K -$87K -432 -9%
SGK
1503
Steigerwald Gordon & Koch
Virginia
$861K -$40.7K -202 -5%
AAM
1504
Azzad Asset Management
Virginia
$860K -$9.06K -45 -1%
SBWM
1505
Sunflower Bank Wealth Management
Arizona
$860K
WP
1506
WealthPLAN Partners
Nebraska
$860K +$56.4K +280 +6%
BMCM
1507
Bryn Mawr Capital Management
Pennsylvania
$859K -$31.8K -158 -4%
AFM
1508
Abbot Financial Management
Massachusetts
$859K
ACM
1509
Argent Capital Management
Missouri
$858K -$2.01K -10 -0.2%
LCP
1510
Legacy Capital Partners
Wisconsin
$856K -$29.2K -145 -3%
RC
1511
Roundview Capital
New Jersey
$853K +$201 +1 +0%
NEPWA
1512
New England Private Wealth Advisors
Massachusetts
$851K -$46.7K -232 -5%
LIA
1513
LBMC Investment Advisors
Tennessee
$851K -$12.9K -64 -2%
AIS
1514
American Investment Services
Massachusetts
$849K -$9.46K -47 -1%
BCM
1515
Bourgeon Capital Management
Connecticut
$849K
SAM
1516
Strategy Asset Managers
California
$849K
LWM
1517
Lenox Wealth Management
Ohio
$847K +$71.9K +357 +10%
WWM
1518
Windsor Wealth Management
Indiana
$844K +$33.4K +166 +4%
AF
1519
Advisornet Financial
Minnesota
$842K -$29.8K -148 -4%
CPO
1520
Cerity Partners OCIO
New York
$842K +$80.9K +402 +11%
BIA
1521
Bigelow Investment Advisors
Maine
$838K
PWPS
1522
Pinnacle Wealth Planning Services
Ohio
$838K +$4.23K +21 +0.5%
JG
1523
Jefferies Group
New York
$836K -$5.72M -28,403 -88%
JMFC
1524
J.M. Forbes & Co
Massachusetts
$836K -$27.2K -135 -3%
MIH
1525
Meitav Investment House
Israel
$833K +$817K +4,060 New

HD Hedge Fund Activity: Q3 2018 in Review

2,144 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Home Depot (HD) for Q3 2018, worth a combined $166B — up 6.2% from $157B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new HD positions and 74 closed out — a net gain of 32 holders — while 840 added to existing stakes and 927 trimmed.

The largest buyer was Capital International Investors, adding an estimated $804M. The largest seller was Capital Research Global Investors, cutting an estimated $560M.

  • 2,144 institutional investors held Home Depot (HD) as of Q3 2018, up from 2,129 in Q2 2018.
  • Funds reported $166B of Home Depot stock for Q3 2018, up 6.2% quarter-over-quarter.
  • 106 funds opened new Home Depot positions in Q3 2018 and 74 closed out, a net change of +32 holders.
  • The largest Home Depot buyer in Q3 2018 was Capital International Investors, an estimated $804M added.
  • The largest Home Depot seller in Q3 2018 was Capital Research Global Investors, an estimated $560M sold.

Based on aggregated 13F filings for Q3 2018.