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Home Depot

2,129 hedge funds and large institutions have $157B invested in Home Depot in 2018 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 895 increasing their positions, 821 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 66

30% more funds holding in top 10

Funds holding in top 10: 194252 (+58)

8% more capital invested

Capital invested by funds: $145B → $157B (+$11.5B)

3% more funds holding

Funds holding: 2,0712,129 (+58)

9% more repeat investments, than reductions

Existing positions increased: 895 | Existing positions reduced: 821

0.57% less ownership

Funds ownership: 70.42%69.85% (-0.57%)

21% less call options, than puts

Call options by funds: $1.61B | Put options by funds: $2.04B

Holders
2,129
Holders Change
+58
Holders Change %
+2.8%
% of All Funds
48.73%
Holding in Top 10
252
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+29.9%
% of All Funds
5.77%
New
143
Increased
895
Reduced
821
Closed
66
Calls
$1.61B
Puts
$2.04B
Net Calls
-$435M
Net Calls Change
+$97.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$16.1B +$57.1M +305,501 +0.4%
BlackRock
2
BlackRock
New York
$13.8B -$295M -1,579,543 -2%
Capital World Investors
3
Capital World Investors
California
$11.2B +$503M +2,691,736 +5%
State Street
4
State Street
Massachusetts
$9.73B -$143M -764,383 -2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$5.66B +$20.5M +109,499 +0.4%
Capital Research Global Investors
6
Capital Research Global Investors
California
$3.86B -$124M -662,781 -3%
JP Morgan Chase
7
JP Morgan Chase
New York
$3.53B -$368M -1,968,268 -10%
Northern Trust
8
Northern Trust
Illinois
$3.24B -$36.9M -197,758 -1%
Bank of America
9
Bank of America
North Carolina
$3.12B -$405M -2,166,818 -12%
Wells Fargo
10
Wells Fargo
California
$2.63B -$57.2M -306,262 -2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.45B +$18.1M +96,748 +0.8%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.36B -$25.1M -134,573 -1%
Norges Bank
13
Norges Bank
Norway
$2.25B +$12.5M +67,105 +0.6%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$2.1B +$629M +3,367,238 +45%
UBS Group
15
UBS Group
Switzerland
$1.96B +$8.46M +45,276 +0.5%
Morgan Stanley
16
Morgan Stanley
New York
$1.89B +$185M +991,466 +11%
AllianceBernstein
17
AllianceBernstein
Tennessee
$1.85B +$16.5M +88,592 +0.9%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$1.63B -$325M -1,739,199 -17%
ClearBridge Investments
19
ClearBridge Investments
New York
$1.51B +$7.65M +40,931 +0.5%
Deutsche Bank
20
Deutsche Bank
Germany
$1.49B -$22.2M -118,790 -2%
TCIM
21
TIAA CREF Investment Management
New York
$1.46B -$65.6M -350,989 -4%
Jennison Associates
22
Jennison Associates
New York
$1.41B -$199M -1,063,260 -13%
Ameriprise
23
Ameriprise
Minnesota
$1.26B -$88.7M -474,923 -7%
Charles Schwab
24
Charles Schwab
California
$1.23B -$16.5M -88,397 -1%
Goldman Sachs
25
Goldman Sachs
New York
$1.12B -$96M -514,143 -8%

HD Hedge Fund Activity: Q2 2018 in Review

2,129 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Home Depot (HD) for Q2 2018, worth a combined $157B — up 7.9% from $145B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new HD positions and 66 closed out — a net gain of 77 holders — while 895 added to existing stakes and 821 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $629M. The largest seller was Renaissance Technologies, cutting an estimated $596M.

  • 2,129 institutional investors held Home Depot (HD) as of Q2 2018, up from 2,071 in Q1 2018.
  • Funds reported $157B of Home Depot stock for Q2 2018, up 7.9% quarter-over-quarter.
  • 143 funds opened new Home Depot positions in Q2 2018 and 66 closed out, a net change of +77 holders.
  • The largest Home Depot buyer in Q2 2018 was Wellington Management Group, an estimated $629M added.
  • The largest Home Depot seller in Q2 2018 was Renaissance Technologies, an estimated $596M sold.

Based on aggregated 13F filings for Q2 2018.