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Home Depot

2,925 hedge funds and large institutions have $230B invested in Home Depot in 2021 Q1 according to their latest regulatory filings, with 173 funds opening new positions, 1,370 increasing their positions, 1,102 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 173 | Existing positions closed: 132

30% more funds holding in top 10

Funds holding in top 10: 226294 (+68)

24% more repeat investments, than reductions

Existing positions increased: 1,370 | Existing positions reduced: 1,102

14% more capital invested

Capital invested by funds: $201B → $230B (+$28.8B)

0% more funds holding

Funds holding: 2,9172,925 (+8)

0.01% more ownership

Funds ownership: 70.32%70.32% (+0.01%)

4% less call options, than puts

Call options by funds: $3.29B | Put options by funds: $3.41B

Holders
2,925
Holders Change
+8
Holders Change %
+0.27%
% of All Funds
51.35%
Holding in Top 10
294
Holding in Top 10 Change
+68
Holding in Top 10 Change %
+30.09%
% of All Funds
5.16%
New
173
Increased
1,370
Reduced
1,102
Closed
132
Calls
$3.29B
Puts
$3.41B
Net Calls
-$121M
Net Calls Change
+$1.51B
Name Holding Trade Value Shares
Change
Change in
Stake
BHBT
1501
Burke & Herbert Bank & Trust
Virginia
$2.29M
GLA
1502
Good Life Advisors
Pennsylvania
$2.29M +$112K +405 +6%
FAN
1503
Financial Advisors Network
California
$2.29M +$1.76M +6,384 +579%
QCM
1504
Quest Capital Management
Texas
$2.28M -$162K -587 -7%
OAM
1505
Optimal Asset Management
California
$2.27M +$1.21M +4,400 +144%
FANJ
1506
Financial Architects (New Jersey)
New Jersey
$2.27M -$16.8K -61 -0.8%
CF
1507
Centaurus Financial
California
$2.26M +$476K +1,726 +30%
SLG
1508
Stanley-Laman Group
Pennsylvania
$2.26M +$105K +382 +5%
TCOO
1509
Trust Company of Oklahoma
Oklahoma
$2.26M +$91K +330 +5%
BWL
1510
Bogart Wealth LLC
Virginia
$2.26M +$613K +2,225 +43%
AFA
1511
American Financial Advisors
Georgia
$2.26M -$11K -40 -0.5%
SIAP
1512
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.25M +$46K +167 +2%
JCM
1513
Jacobsen Capital Management
Utah
$2.25M +$59K +214 +3%
SNBOSCI
1514
Security National Bank of Sioux City Iowa
Iowa
$2.25M +$101K +365 +5%
SWMG
1515
Strategic Wealth Management Group
Maryland
$2.24M -$9.1K -33 -0.4%
FFG
1516
Frisch Financial Group
New York
$2.24M +$206K +748 +11%
FP
1517
Financial Perspectives
Minnesota
$2.24M +$188M +681,301 +33,218%
ACM
1518
Allred Capital Management
Texas
$2.24M -$25.9K -94 -1%
KA
1519
Kercheville Advisors
Texas
$2.23M
VWM
1520
Vigilare Wealth Management
Arizona
$2.23M -$46K -167 -2%
ECM
1521
Evergreen Capital Management
Washington
$2.23M +$693K +2,513 +52%
CHJWM
1522
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.23M -$27.3K -99 -1%
LOAMS
1523
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.22M +$2.01M +7,277 New
ACM
1524
Ativo Capital Management
Illinois
$2.22M -$31.1K -113 -2%
FAM
1525
Fulcrum Asset Management
United Kingdom
$2.22M

HD Hedge Fund Activity: Q1 2021 in Review

2,925 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Home Depot (HD) for Q1 2021, worth a combined $230B — up 14% from $201B a quarter earlier.

Buyers outnumbered sellers: 173 funds opened new HD positions and 132 closed out — a net gain of 41 holders — while 1,370 added to existing stakes and 1,102 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.43B. The largest seller was Jennison Associates, cutting an estimated $741M.

  • 2,925 institutional investors held Home Depot (HD) as of Q1 2021, up from 2,917 in Q4 2020.
  • Funds reported $230B of Home Depot stock for Q1 2021, up 14% quarter-over-quarter.
  • 173 funds opened new Home Depot positions in Q1 2021 and 132 closed out, a net change of +41 holders.
  • The largest Home Depot buyer in Q1 2021 was Capital World Investors, an estimated $1.43B added.
  • The largest Home Depot seller in Q1 2021 was Jennison Associates, an estimated $741M sold.

Based on aggregated 13F filings for Q1 2021.