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Home Depot

2,939 hedge funds and large institutions have $289B invested in Home Depot in 2021 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 1,298 increasing their positions, 1,146 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 74

13% more repeat investments, than reductions

Existing positions increased: 1,298 | Existing positions reduced: 1,146

5% more funds holding in top 10

Funds holding in top 10: 252265 (+13)

2% more capital invested

Capital invested by funds: $282B → $289B (+$6.45B)

0% more funds holding

Funds holding: 2,9332,939 (+6)

0.14% less ownership

Funds ownership: 70.22%70.08% (-0.14%)

22% less call options, than puts

Call options by funds: $3.5B | Put options by funds: $4.5B

Holders
2,939
Holders Change
+6
Holders Change %
+0.2%
% of All Funds
51.44%
Holding in Top 10
265
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+5.16%
% of All Funds
4.64%
New
122
Increased
1,298
Reduced
1,146
Closed
74
Calls
$3.5B
Puts
$4.5B
Net Calls
-$994M
Net Calls Change
-$597M
Name Holding Trade Value Shares
Change
Change in
Stake
IWN
2076
Independent Wealth Network
Iowa
$895K +$796K +2,425 New
PP
2077
PDS Planning
Ohio
$894K +$17.1K +52 +2%
NFSG
2078
Newbridge Financial Services Group
Florida
$894K +$69.6K +212 +8%
VHAM
2079
Van Hulzen Asset Management
California
$891K -$32.8K -100 -4%
MGWM
2080
Marks Group Wealth Management
Minnesota
$889K +$86.7K +264 +11%
AWA
2081
AmeriServ Wealth Advisors
Pennsylvania
$886K -$46.6K -142 -5%
NWA
2082
New World Advisors
Massachusetts
$886K +$2.96K +9 +0.4%
ACM
2083
AUA Capital Management
Pennsylvania
$882K -$1.31K -4 -0.1%
SF
2084
Symphony Financial
Texas
$881K -$175K -533 -17%
MFT
2085
Moisand Fitzgerald Tamayo
Florida
$881K +$43.7K +133 +5%
AA
2086
Advisory Alpha
Michigan
$880K +$32.2K +98 +4%
MWPCG
2087
Measured Wealth Private Client Group
New Hampshire
$877K -$76.2K -232 -8%
SFG
2088
Sowa Financial Group
Rhode Island
$875K +$4.27K +13 +0.5%
IIC
2089
Integrated Investment Consultants
Michigan
$875K +$40.7K +124 +5%
RZH
2090
Relyea Zuckerberg Hanson
Connecticut
$872K +$70.3K +214 +9%
PSP
2091
Principal Street Partners
Tennessee
$871K -$42.4K -129 -5%
WCG
2092
Weaver Consulting Group
California
$868K +$11.8K +36 +1%
MPAM
2093
Murphy Pohlad Asset Management
Minnesota
$866K
FP
2094
Fiduciary Planning
Florida
$864K +$372K +1,132 +76%
KIG
2095
Kowal Investment Group
Wisconsin
$863K +$28.9K +88 +3%
BCM
2096
Birmingham Capital Management
Alabama
$862K
WCM
2097
Windsor Capital Management
Arizona
$858K +$69.3K +211 +9%
FWP
2098
FAS Wealth Partners
Kansas
$854K +$177K +539 +26%
OR
2099
Olympiad Research
Connecticut
$853K +$13.1K +40 +2%
IBOK
2100
Independence Bank of Kentucky
Kentucky
$852K -$9.85K -30 -1%

HD Hedge Fund Activity: Q3 2021 in Review

2,939 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Home Depot (HD) for Q3 2021, worth a combined $289B — up 2.3% from $282B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new HD positions and 74 closed out — a net gain of 48 holders — while 1,298 added to existing stakes and 1,146 trimmed.

The largest buyer was Jennison Associates, adding an estimated $600M. The largest seller was JP Morgan Chase, cutting an estimated $590M.

  • 2,939 institutional investors held Home Depot (HD) as of Q3 2021, up from 2,933 in Q2 2021.
  • Funds reported $289B of Home Depot stock for Q3 2021, up 2.3% quarter-over-quarter.
  • 122 funds opened new Home Depot positions in Q3 2021 and 74 closed out, a net change of +48 holders.
  • The largest Home Depot buyer in Q3 2021 was Jennison Associates, an estimated $600M added.
  • The largest Home Depot seller in Q3 2021 was JP Morgan Chase, an estimated $590M sold.

Based on aggregated 13F filings for Q3 2021.