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Home Depot

2,144 hedge funds and large institutions have $166B invested in Home Depot in 2018 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 840 increasing their positions, 927 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 74

6% more capital invested

Capital invested by funds: $157B → $166B (+$9.73B)

1% more funds holding

Funds holding: 2,1292,144 (+15)

0.4% more ownership

Funds ownership: 69.85%70.25% (+0.4%)

9% less repeat investments, than reductions

Existing positions increased: 840 | Existing positions reduced: 927

6% less funds holding in top 10

Funds holding in top 10: 252238 (-14)

34% less call options, than puts

Call options by funds: $1.18B | Put options by funds: $1.78B

Holders
2,144
Holders Change
+15
Holders Change %
+0.7%
% of All Funds
49.01%
Holding in Top 10
238
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-5.56%
% of All Funds
5.44%
New
106
Increased
840
Reduced
927
Closed
74
Calls
$1.18B
Puts
$1.78B
Net Calls
-$597M
Net Calls Change
-$163M
Name Holding Trade Value Shares
Change
Change in
Stake
SA
2001
Sicart Associates
New York
$207K -$40.3K -200 -17%
CA
2002
Cambridge Advisors
Nebraska
$207K -$21.3K -106 -10%
ACC
2003
Accident Compensation Corp
New Zealand
$207K +$201K +1,000 New
BFM
2004
Boothbay Fund Management
New York
$207K +$201K +1,000 New
CFSG
2005
Community Financial Services Group
Vermont
$207K +$201K +1,000 New
IF
2006
IRON Financial
Illinois
$207K +$201K +1,000 New
TSS
2007
Thomas Story & Son
Indiana
$207K +$201K +1,000 New
SIS
2008
Sound Income Strategies
Florida
$205K +$67.2K +334 +51%
BWM
2009
Biltmore Wealth Management
Arizona
$205K +$199K +989 New
HCM
2010
Hengehold Capital Management
Ohio
$205K +$200K +992 New
CCM
2011
Chilton Capital Management
Texas
$204K +$199K +987 New
CW
2012
CreativeOne Wealth
Kansas
$203K -$106K -525 -35%
JGUA
2013
John G. Ullman & Associates
New York
$203K +$197K +978 New
GAM
2014
Gemmer Asset Management
California
$201K
SFWA
2015
Summit Financial Wealth Advisors
Louisiana
$201K +$212K +1,054 New
HF
2016
HRT Financial
New York
$200K -$83.8K -416 -30%
PFA
2017
Paradigm Financial Advisors
Missouri
$200K +$195K +967 New
ELI
2018
Empire Life Investments
Ontario, Canada
$198K
AWM
2019
Aevitas Wealth Management
Massachusetts
$197K +$403 +2 +0.2%
CIA
2020
Cascade Investment Advisors
Oregon
$192K
PCM
2021
Princeton Capital Management
New Jersey
$186K -$10.1K -50 -5%
Cohen & Steers
2022
Cohen & Steers
New York
$186K
OSNBOA
2023
Old Second National Bank of Aurora
Illinois
$185K
MSA
2024
Marino Stram & Associates
Massachusetts
$184K -$55.6K -276 -24%
C
2025
Cerebellum
California
$183K +$178K +883 New

HD Hedge Fund Activity: Q3 2018 in Review

2,144 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Home Depot (HD) for Q3 2018, worth a combined $166B — up 6.2% from $157B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new HD positions and 74 closed out — a net gain of 32 holders — while 840 added to existing stakes and 927 trimmed.

The largest buyer was Capital International Investors, adding an estimated $804M. The largest seller was Capital Research Global Investors, cutting an estimated $560M.

  • 2,144 institutional investors held Home Depot (HD) as of Q3 2018, up from 2,129 in Q2 2018.
  • Funds reported $166B of Home Depot stock for Q3 2018, up 6.2% quarter-over-quarter.
  • 106 funds opened new Home Depot positions in Q3 2018 and 74 closed out, a net change of +32 holders.
  • The largest Home Depot buyer in Q3 2018 was Capital International Investors, an estimated $804M added.
  • The largest Home Depot seller in Q3 2018 was Capital Research Global Investors, an estimated $560M sold.

Based on aggregated 13F filings for Q3 2018.