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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
WWM
1601
Windsor Wealth Management
Indiana
$1.57M +$66.1K +244 +4%
AA
1602
Argent Advisors
Louisiana
$1.57M +$132K +487 +9%
PPSG
1603
Princeton Portfolio Strategies Group
New Jersey
$1.57M
CT
1604
Chicago Trust
Illinois
$1.57M +$219K +810 +17%
PIMG
1605
Patriot Investment Management Group
Tennessee
$1.57M -$45.8K -169 -3%
APW
1606
Aurora Private Wealth
New Jersey
$1.56M -$383K -1,415 -20%
SLG
1607
Stanley-Laman Group
Pennsylvania
$1.56M +$151K +559 +11%
MSFP
1608
Mark Sheptoff Financial Planning
Connecticut
$1.56M +$111K +411 +8%
FFIC
1609
First Fiduciary Investment Counsel
Ohio
$1.55M
HA
1610
Hamel Associates
New Jersey
$1.54M
KFP
1611
KMG Fiduciary Partners
Ohio
$1.54M -$146K -539 -9%
BEI
1612
Benjamin Edwards Inc
Missouri
$1.54M +$8.67K +32 +0.6%
CCA
1613
Catalyst Capital Advisors
New York
$1.53M -$320K -1,182 -18%
NO
1614
Ninety One
South Africa
$1.53M +$1.5M +5,539 New
TAM
1615
Trust Asset Management
Texas
$1.52M +$658K +2,429 +79%
AIM
1616
Alhambra Investment Management
Florida
$1.52M +$44.4K +164 +3%
SC
1617
Searle & Co
Connecticut
$1.51M
BCP
1618
Berkeley Capital Partners
Georgia
$1.51M +$5.42K +20 +0.4%
SIG
1619
Sargent Investment Group
Maryland
$1.51M
IFWM
1620
Institute for Wealth Management
Colorado
$1.5M -$52.8K -195 -3%
AWA
1621
Arkadios Wealth Advisors
Georgia
$1.5M -$21.7K -80 -2%
SW
1622
StrongBox Wealth
Missouri
$1.5M +$339K +1,252 +30%
CWAG
1623
Compton Wealth Advisory Group
Virginia
$1.49M +$29K +107 +2%
SHGA
1624
Sand Hill Global Advisors
California
$1.49M +$15.2K +56 +1%
PMFA
1625
Plante Moran Financial Advisors
Michigan
$1.49M -$103K -380 -7%

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.