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Home Depot

2,671 hedge funds and large institutions have $210B invested in Home Depot in 2020 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 1,091 increasing their positions, 1,157 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 62

10% more capital invested

Capital invested by funds: $190B → $210B (+$19.6B)

4% more funds holding in top 10

Funds holding in top 10: 335350 (+15)

1% more funds holding

Funds holding: 2,6352,671 (+36)

0.32% less ownership

Funds ownership: 70.54%70.22% (-0.32%)

6% less call options, than puts

Call options by funds: $3.3B | Put options by funds: $3.5B

6% less repeat investments, than reductions

Existing positions increased: 1,091 | Existing positions reduced: 1,157

Holders
2,671
Holders Change
+36
Holders Change %
+1.37%
% of All Funds
53.89%
Holding in Top 10
350
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+4.48%
% of All Funds
7.06%
New
125
Increased
1,091
Reduced
1,157
Closed
62
Calls
$3.3B
Puts
$3.5B
Net Calls
-$195M
Net Calls Change
+$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
1501
Oakworth Capital
Alabama
$1.91M +$1.9K +7 +0.1%
SFG
1502
Sather Financial Group
Texas
$1.91M +$60.1K +222 +3%
LSAG
1503
Lake Street Advisors Group
New Hampshire
$1.9M +$85.1K +314 +5%
JG
1504
Jefferies Group
New York
$1.9M -$1.3M -4,809 -41%
WAP
1505
Wealthcare Advisory Partners
Pennsylvania
$1.89M +$3.52K +13 +0.2%
PL
1506
Perpetual Ltd
Australia
$1.89M
CPO
1507
Cerity Partners OCIO
New York
$1.89M +$188K +695 +11%
VWA
1508
V Wealth Advisors
Kansas
$1.89M -$3.81M -14,057 -67%
USGIU
1509
U.S. Global Investors (USGI)
Texas
$1.88M -$677K -2,500 -27%
PBC
1510
Pavion Blue Capital
California
$1.88M +$243K +897 +15%
UIA
1511
UBP Investment Advisors
Switzerland
$1.88M
SI
1512
Shaker Investments
Ohio
$1.87M -$33.9K -125 -2%
GFS
1513
GYL Financial Synergies
Connecticut
$1.85M +$96.7K +357 +6%
SBSB
1514
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.85M +$120K +442 +7%
ORI
1515
Oak Ridge Investments
Illinois
$1.85M -$32.8K -121 -2%
RHP
1516
Royal Harbor Partners
Texas
$1.85M -$192K -709 -10%
BO
1517
BRR OpCo
Ohio
$1.85M -$33.9K -125 -2%
SS
1518
Sunbelt Securities
Texas
$1.84M -$65.8K -243 -4%
TA
1519
TFG Advisers
Michigan
$1.83M +$63.1K +233 +4%
WCM
1520
Weld Capital Management
New York
$1.83M +$111K +409 +7%
FFG
1521
Frisch Financial Group
New York
$1.82M +$11.6K +43 +0.7%
WP
1522
WMS Partners
Maryland
$1.82M -$26.3K -97 -1%
TAM
1523
Townsend Asset Management
North Carolina
$1.82M -$20.9K -77 -1%
WCAMG
1524
Woodard & Company Asset Management Group
North Carolina
$1.81M -$14.6K -54 -0.8%
TCM
1525
Tradewinds Capital Management
Washington
$1.81M +$271 +1 +0%

HD Hedge Fund Activity: Q3 2020 in Review

2,671 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Home Depot (HD) for Q3 2020, worth a combined $210B — up 10% from $190B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new HD positions and 62 closed out — a net gain of 63 holders — while 1,091 added to existing stakes and 1,157 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $491M. The largest seller was Wellington Management Group, cutting an estimated $774M.

  • 2,671 institutional investors held Home Depot (HD) as of Q3 2020, up from 2,635 in Q2 2020.
  • Funds reported $210B of Home Depot stock for Q3 2020, up 10% quarter-over-quarter.
  • 125 funds opened new Home Depot positions in Q3 2020 and 62 closed out, a net change of +63 holders.
  • The largest Home Depot buyer in Q3 2020 was Fidelity Investments, an estimated $491M added.
  • The largest Home Depot seller in Q3 2020 was Wellington Management Group, an estimated $774M sold.

Based on aggregated 13F filings for Q3 2020.