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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
CAM
151
Congress Asset Management
Massachusetts
$140M +$3.43M +12,450 +3%
Treasurer of the State of North Carolina
152
Treasurer of the State of North Carolina
North Carolina
$139M +$568K +2,060 +0.5%
WHG
153
Westwood Holdings Group
Texas
$139M -$9.53M -34,573 -7%
ZIM
154
Zacks Investment Management
Illinois
$137M -$8.98M -32,564 -7%
RFC
155
Regions Financial Corp
Alabama
$134M +$1.04M +3,756 +0.9%
WF
156
Welch & Forbes
Massachusetts
$134M +$1.18M +4,289 +1%
CIBC World Market
157
CIBC World Market
Ontario, Canada
$133M +$230K +836 +0.2%
Federated Hermes
158
Federated Hermes
Pennsylvania
$132M -$58.4M -211,940 -33%
CIC
159
Crawford Investment Counsel
Georgia
$129M +$4.11M +14,912 +4%
Lord, Abbett & Co
160
Lord, Abbett & Co
New Jersey
$129M -$40.2M -146,015 -26%
CFC
161
Cincinnati Financial Corp
Ohio
$129M
PP
162
Prudential plc
United Kingdom
$129M +$2.91M +10,554 +3%
CI Investments Inc
163
CI Investments Inc
Ontario, Canada
$128M +$93.8M +340,483 +425%
N
164
Natixis
France
$127M +$13.1M +47,578 +13%
MPI
165
Mairs & Power Inc
Minnesota
$127M +$2.7M +9,803 +2%
Mitsubishi UFJ Asset Management
166
Mitsubishi UFJ Asset Management
Japan
$127M -$17.2M -62,260 -13%
Mackenzie Financial
167
Mackenzie Financial
Ontario, Canada
$125M +$12.8M +46,553 +13%
WIM
168
Waverton Investment Management
United Kingdom
$123M +$5.24M +19,001 +5%
Retirement Systems of Alabama
169
Retirement Systems of Alabama
Alabama
$123M -$93.7M -339,903 -46%
GIA
170
Gateway Investment Advisers
Ohio
$119M -$437K -1,587 -0.4%
Janney Montgomery Scott
171
Janney Montgomery Scott
Pennsylvania
$118M +$6.05M +21,954 +6%
BNP Paribas Financial Markets
172
BNP Paribas Financial Markets
France
$117M -$219M -795,754 -68%
HMP
173
HS Management Partners
New York
$116M -$1.55M -5,631 -1%
Nomura Asset Management
174
Nomura Asset Management
Japan
$116M +$6.08M +22,053 +6%
FI
175
Focused Investors
California
$113M -$5.04M -18,300 -5%

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.