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Home Depot

1,354 hedge funds and large institutions have $89.1B invested in Home Depot in 2014 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 430 increasing their positions, 655 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more funds holding in top 10

Funds holding in top 10: 6493 (+29)

32% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 66

9% more capital invested

Capital invested by funds: $81.7B → $89.1B (+$7.39B)

1% more funds holding

Funds holding: 1,3421,354 (+12)

0.98% less ownership

Funds ownership: 73.26%72.28% (-0.98%)

30% less call options, than puts

Call options by funds: $686M | Put options by funds: $985M

34% less repeat investments, than reductions

Existing positions increased: 430 | Existing positions reduced: 655

Holders
1,354
Holders Change
+12
Holders Change %
+0.89%
% of All Funds
39.27%
Holding in Top 10
93
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+45.31%
% of All Funds
2.7%
New
87
Increased
430
Reduced
655
Closed
66
Calls
$686M
Puts
$985M
Net Calls
-$299M
Net Calls Change
-$261M
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
176
Raymond James & Associates
Florida
$51M -$2.06M -24,041 -4%
CCMH
177
Cornerstone Capital Management Holdings
New York
$49.9M +$271K +3,158 +0.6%
KeyBank National Association
178
KeyBank National Association
Ohio
$49.6M -$741K -8,639 -2%
GA
179
Geneva Advisors
Illinois
$49.6M +$350K +4,085 +0.8%
ZIM
180
Zacks Investment Management
Illinois
$48.7M +$537K +6,265 +1%
Nomura Asset Management
181
Nomura Asset Management
Japan
$48.6M -$420K -4,893 -0.9%
TPSF
182
Texas Permanent School Fund
Texas
$48M -$4.08M -47,619 -8%
Nisa Investment Advisors
183
Nisa Investment Advisors
Missouri
$46.4M -$1.05M -12,200 -2%
VRS
184
Virginia Retirement Systems
Virginia
$46.2M +$8.08M +94,224 +23%
AIG
185
American International Group
New York
$45.6M +$251K +2,924 +0.6%
Public Sector Pension Investment Board (PSP Investments)
186
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$45.5M -$1.63M -19,000 -4%
M&T Bank
187
M&T Bank
New York
$45.3M +$29.5M +344,101 +230%
CEP
188
Chicago Equity Partners
Illinois
$45.1M -$502K -5,850 -1%
CAM
189
ClariVest Asset Management
California
$45M -$16K -187 -0%
Fidelity International
190
Fidelity International
Bermuda
$44.4M +$31.2M +363,783 +303%
WF
191
Welch & Forbes
Massachusetts
$44.2M +$47.3K +552 +0.1%
SG Americas Securities
192
SG Americas Securities
New York
$43.7M +$8.28M +96,587 +25%
MGC
193
Merchants' Gate Capital
New York
$43.4M -$84.5M -984,917 -68%
JIM
194
Jupiter Investment Management
United Kingdom
$43.3M +$18.7M +217,574 +86%
TSU
195
TD Securities (USA)
New York
$43.2M -$641K -7,471 -2%
Loomis, Sayles & Company
196
Loomis, Sayles & Company
Massachusetts
$43.1M +$2.06M +23,972 +5%
RIG
197
Roosevelt Investment Group
New York
$42.6M -$12.7M -147,991 -24%
GC
198
Guggenheim Capital
Illinois
$42M -$1.96M -22,867 -5%
National Pension Service
199
National Pension Service
South Korea
$41.7M +$39M +454,945 New
1IC
200
1919 Investment Counsel
Maryland
$41.5M +$1.47M +17,167 +4%

HD Hedge Fund Activity: Q3 2014 in Review

1,354 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Home Depot (HD) for Q3 2014, worth a combined $89.1B — up 9% from $81.7B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new HD positions and 66 closed out — a net gain of 21 holders — while 430 added to existing stakes and 655 trimmed.

The largest buyer was Waddell & Reed Financial, adding an estimated $431M. The largest seller was Capital World Investors, cutting an estimated $939M.

  • 1,354 institutional investors held Home Depot (HD) as of Q3 2014, up from 1,342 in Q2 2014.
  • Funds reported $89.1B of Home Depot stock for Q3 2014, up 9% quarter-over-quarter.
  • 87 funds opened new Home Depot positions in Q3 2014 and 66 closed out, a net change of +21 holders.
  • The largest Home Depot buyer in Q3 2014 was Waddell & Reed Financial, an estimated $431M added.
  • The largest Home Depot seller in Q3 2014 was Capital World Investors, an estimated $939M sold.

Based on aggregated 13F filings for Q3 2014.