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Home Depot

1,691 hedge funds and large institutions have $112B invested in Home Depot in 2016 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 640 increasing their positions, 758 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.73% less ownership

Funds ownership: 72.39%71.66% (-0.73%)

2% less capital invested

Capital invested by funds: $115B → $112B (-$2.75B)

7% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 76

1% less funds holding

Funds holding: 1,7131,691 (-22)

9% less funds holding in top 10

Funds holding in top 10: 173157 (-16)

16% less repeat investments, than reductions

Existing positions increased: 640 | Existing positions reduced: 758

27% less call options, than puts

Call options by funds: $1.45B | Put options by funds: $1.99B

Holders
1,691
Holders Change
-22
Holders Change %
-1.28%
% of All Funds
45.12%
Holding in Top 10
157
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-9.25%
% of All Funds
4.19%
New
71
Increased
640
Reduced
758
Closed
76
Calls
$1.45B
Puts
$1.99B
Net Calls
-$545M
Net Calls Change
-$153M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1526
Hollencrest Capital Management
California
$267K -$57.7K -433 -17%
SAA
1527
Southeast Asset Advisors
Georgia
$265K -$46.5K -349 -14%
WPW
1528
Waldron Private Wealth
Pennsylvania
$264K -$68.5K -514 -20%
NFG
1529
Nadler Financial Group
Illinois
$262K +$13.7K +103 +5%
RWA
1530
RGT Wealth Advisors
Texas
$262K +$271K +2,034 New
EA
1531
Emerald Advisers
Pennsylvania
$261K
PAS
1532
Professional Advisory Services
Florida
$260K
DT
1533
Diversified Trust
Tennessee
$257K +$26.3K +197 +11%
SHJ
1534
Sharkey, Howes & Javer
Colorado
$255K
CWM
1535
Cornerstone Wealth Management
Missouri
$255K +$265K +1,987 New
AWM
1536
Affinity Wealth Management
Delaware
$253K +$400 +3 +0.2%
RIA
1537
RPG Investment Advisory
California
$252K +$262K +1,963 New
NYLT
1538
New York Life Trust
New York
$251K -$1.2K -9 -0.5%
Carson Wealth (CWM LLC)
1539
Carson Wealth (CWM LLC)
Nebraska
$251K +$177K +1,331 +215%
AC
1540
Alexandria Capital
Virginia
$250K +$92.4K +693 +55%
IF
1541
IRON Financial
Illinois
$249K -$42.6K -320 -14%
MFW
1542
Mosaic Family Wealth
Missouri
$249K +$14.3K +107 +6%
HHGA
1543
Halbert Hargrove Global Advisors
California
$247K -$44.4K -333 -15%
NEAM
1544
New England Asset Management
Connecticut
$246K
KPCM
1545
Kings Point Capital Management
New York
$242K -$3.6K -27 -1%
MAM
1546
Marquette Asset Management
Minnesota
$242K
MCA
1547
Mercer Capital Advisers
New Jersey
$242K
DIS
1548
Diversified Investment Strategies
Louisiana
$241K
SHGA
1549
Sand Hill Global Advisors
California
$240K -$25.7K -193 -9%
PAMG
1550
Patton Albertson Miller Group
Tennessee
$240K -$7.86K -59 -3%

HD Hedge Fund Activity: Q3 2016 in Review

1,691 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Home Depot (HD) for Q3 2016, worth a combined $112B — down 2.4% from $115B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of HD and 71 opened new positions — a net loss of 5 holders — while 758 trimmed existing stakes and 640 added.

The largest buyer was Vanguard Group, adding an estimated $167M. The largest seller was Fidelity Investments, cutting an estimated $494M.

  • 1,691 institutional investors held Home Depot (HD) as of Q3 2016, down from 1,713 in Q2 2016.
  • Funds reported $112B of Home Depot stock for Q3 2016, down 2.4% quarter-over-quarter.
  • 71 funds opened new Home Depot positions in Q3 2016 and 76 closed out, a net change of -5 holders.
  • The largest Home Depot buyer in Q3 2016 was Vanguard Group, an estimated $167M added.
  • The largest Home Depot seller in Q3 2016 was Fidelity Investments, an estimated $494M sold.

Based on aggregated 13F filings for Q3 2016.