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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
IWS
1701
Insight Wealth Strategies
California
$1.66M +$597K +2,166 +66%
FMWA
1702
Forvis Mazars Wealth Advisors
Missouri
$1.66M -$1.26M -4,576 -46%
BWAM
1703
Boyd Watterson Asset Management
Ohio
$1.65M -$5.51K -20 -0.4%
MFS
1704
Mirabella Financial Services
United Kingdom
$1.65M +$1.49M +5,413 New
KWM
1705
Keebeck Wealth Management
Illinois
$1.65M -$266K -965 -15%
GD
1706
Grandfield & Dodd
New York
$1.65M +$60.4K +219 +4%
DCM
1707
Disciplina Capital Management
Tennessee
$1.64M -$551 -2 -0%
SS
1708
Simplicity Solutions
Minnesota
$1.64M -$13.5M -49,016 -90%
LB
1709
Legacy Bridge
Iowa
$1.63M +$56.2K +204 +4%
SIP
1710
Stoneridge Investment Partners
Pennsylvania
$1.63M
EP
1711
Edgestream Partners
New Jersey
$1.63M -$16.3M -59,244 -92%
SJIM
1712
St. Johns Investment Management
Florida
$1.63M +$48.2K +175 +3%
MSS
1713
Mitchell Sinkler & Starr
Pennsylvania
$1.62M -$83K -301 -5%
PTC
1714
Philadelphia Trust Company
Pennsylvania
$1.62M -$34.5K -125 -2%
GPFA
1715
Game Plan Financial Advisors
Ohio
$1.62M -$62K -225 -4%
SA
1716
SRN Advisors
Pennsylvania
$1.61M -$299K -1,085 -17%
CBA
1717
Coastal Bridge Advisors
Connecticut
$1.61M +$169K +614 +13%
Fundsmith LLP
1718
Fundsmith LLP
United Kingdom
$1.61M +$1.45M +5,265 New
FCB
1719
First Command Bank
Texas
$1.6M +$139K +504 +11%
FCFS
1720
First Command Financial Services
Texas
$1.6M +$139K +504 +11%
TIM
1721
Tortoise Investment Management
New York
$1.6M -$15.7K -57 -1%
LFF
1722
Level Four Financial
Texas
$1.6M -$264K -959 -15%
TCB
1723
Texas Capital Bancshares
Texas
$1.6M +$593K +2,152 +69%
SBF
1724
Sara-Bay Financial
Florida
$1.6M -$101K -365 -7%
JCM
1725
Jacobi Capital Management
Pennsylvania
$1.6M -$384K -1,393 -21%

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.