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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
ZIG
2426
Zuckerman Investment Group
Illinois
$463K +$4.92K +15 +1%
CCA
2427
Conservest Capital Advisors
Pennsylvania
$462K +$1.31K +4 +0.3%
EAM
2428
Evanson Asset Management
California
$459K +$328 +1 +0.1%
WQ
2429
Wealth Quarterback
New Jersey
$457K -$18.4K -56 -4%
TCOK
2430
Trust Company of Kansas
Kansas
$454K +$195K +595 +75%
JBA
2431
Johnson Bixby & Associates
Washington
$452K
BMWM
2432
Brown Miller Wealth Management
Virginia
$451K +$328 +1 +0.1%
VNA
2433
Valley National Advisers
Pennsylvania
$450K -$4.27K -13 -0.9%
GIM
2434
Goelzer Investment Management
Indiana
$449K -$3.28K -10 -0.7%
BWA
2435
Burt Wealth Advisors
Maryland
$449K
SGI
2436
Summit Global Investments
Utah
$449K +$328 +1 +0.1%
HWM
2437
HFR Wealth Management
New York
$447K
EFG
2438
Everhart Financial Group
Ohio
$447K +$87.3K +266 +24%
PFA
2439
Plotkin Financial Advisors
Maryland
$446K
HR
2440
Hayden Royal
North Carolina
$444K -$662K -2,016 -60%
WCM
2441
WealthBridge Capital Management
Ohio
$444K -$12.5K -38 -3%
BMC
2442
Benin Management Corp
Connecticut
$444K
AF
2443
AtlasMark Financial
Texas
$443K
SCM
2444
Stonehearth Capital Management
Massachusetts
$443K
GA
2445
Geller Advisors
New York
$443K +$328 +1 +0.1%
BWM
2446
Blossom Wealth Management
California
$443K +$64.4K +196 +17%
HFP
2447
Holistic Financial Partners
Indiana
$440K -$33.2K -101 -7%
FRA
2448
Front Row Advisors
California
$440K
LAS
2449
Lloyd Advisory Services
Georgia
$440K +$657 +2 +0.1%
ANB
2450
Amarillo National Bank
Texas
$438K

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.