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Home Depot

1,697 hedge funds and large institutions have $120B invested in Home Depot in 2016 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 643 increasing their positions, 735 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 81

3.59% more ownership

Funds ownership: 72.38%75.97% (+3.6%)

1% more funds holding

Funds holding: 1,6861,697 (+11)

0% more funds holding in top 10

Funds holding in top 10: 226227 (+1)

5% less capital invested

Capital invested by funds: $126B → $120B (-$6.14B)

9% less call options, than puts

Call options by funds: $1.05B | Put options by funds: $1.16B

13% less repeat investments, than reductions

Existing positions increased: 643 | Existing positions reduced: 735

Holders
1,697
Holders Change
+11
Holders Change %
+0.65%
% of All Funds
45.21%
Holding in Top 10
227
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.44%
% of All Funds
6.05%
New
112
Increased
643
Reduced
735
Closed
81
Calls
$1.05B
Puts
$1.16B
Net Calls
-$107M
Net Calls Change
+$26.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IIC
1576
Integrated Investment Consultants
Michigan
$213K +$199K +1,597 New
HPWM
1577
Highland Private Wealth Management
Washington
$212K +$198K +1,591 New
WA
1578
Waverly Advisors
Alabama
$211K -$69.2K -555 -26%
PWAP
1579
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$210K -$19.8K -159 -9%
IWA
1580
Inspirion Wealth Advisors
Illinois
$208K
AIS
1581
Accurate Investment Solutions
Pennsylvania
$205K
CA
1582
Capital Advantage
California
$203K
TDC
1583
Thompson Davis & Co
Virginia
$203K +$14.7K +118 +8%
SFWA
1584
Summit Financial Wealth Advisors
Louisiana
$203K +$190K +1,522 New
MWM
1585
MinichMacGregor Wealth Management
New York
$202K +$3.12K +25 +2%
BIM
1586
Barton Investment Management
Pennsylvania
$202K +$189K +1,514 New
MTC
1587
McDaniel Terry & Co
Texas
$202K +$189K +1,517 New
BONST
1588
Bank of Nova Scotia Trust
Ontario, Canada
$201K
WCF
1589
West Coast Financial
California
$201K +$187K +1,504 New
CWM
1590
Catamount Wealth Management
Connecticut
$192K +$173K +1,392 +2,784%
MFW
1591
Mosaic Family Wealth
Missouri
$190K -$52.2K -419 -23%
GAM
1592
Gemmer Asset Management
California
$188K
RFWA
1593
RPg Family Wealth Advisory
Massachusetts
$187K +$81.5K +654 +87%
NC
1594
NewSquare Capital
Pennsylvania
$167K +$141K +1,134 +953%
AC
1595
Alexandria Capital
Virginia
$164K +$44.4K +356 +41%
RCG
1596
Ruggie Capital Group
Florida
$154K +$144K +1,158 New
EWM
1597
Edge Wealth Management
New York
$153K +$374 +3 +0.3%
CWM
1598
Cranbrook Wealth Management
Michigan
$152K
MUS
1599
Mitsubishi UFJ Securities
Japan
$151K +$84.7K +680 +151%
CHP
1600
Cable Hill Partners
Oregon
$146K -$8.85K -71 -6%

HD Hedge Fund Activity: Q1 2016 in Review

1,697 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Home Depot (HD) for Q1 2016, worth a combined $120B — down 4.9% from $126B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new HD positions and 81 closed out — a net gain of 31 holders — while 643 added to existing stakes and 735 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $5.09B. The largest seller was Waddell & Reed Financial, cutting an estimated $398M.

  • 1,697 institutional investors held Home Depot (HD) as of Q1 2016, up from 1,686 in Q4 2015.
  • Funds reported $120B of Home Depot stock for Q1 2016, down 4.9% quarter-over-quarter.
  • 112 funds opened new Home Depot positions in Q1 2016 and 81 closed out, a net change of +31 holders.
  • The largest Home Depot buyer in Q1 2016 was Royal London Asset Management, an estimated $5.09B added.
  • The largest Home Depot seller in Q1 2016 was Waddell & Reed Financial, an estimated $398M sold.

Based on aggregated 13F filings for Q1 2016.