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Home Depot

3,290 hedge funds and large institutions have $212B invested in Home Depot in 2023 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 1,348 increasing their positions, 1,444 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 133

0.69% less ownership

Funds ownership: 71.7%71.01% (-0.69%)

7% less repeat investments, than reductions

Existing positions increased: 1,348 | Existing positions reduced: 1,444

1% less funds holding

Funds holding: 3,3333,290 (-43)

10% less capital invested

Capital invested by funds: $236B → $212B (-$23.7B)

17% less call options, than puts

Call options by funds: $3.81B | Put options by funds: $4.57B

35% less funds holding in top 10

Funds holding in top 10: 298193 (-105)

Holders
3,290
Holders Change
-43
Holders Change %
-1.29%
% of All Funds
52.42%
Holding in Top 10
193
Holding in Top 10 Change
-105
Holding in Top 10 Change %
-35.23%
% of All Funds
3.08%
New
163
Increased
1,348
Reduced
1,444
Closed
133
Calls
$3.81B
Puts
$4.57B
Net Calls
-$761M
Net Calls Change
+$1.34B
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
2476
Claret Asset Management
Quebec, Canada
$575K -$3.68K -12 -0.6%
ZIG
2477
Zuckerman Investment Group
Illinois
$575K -$3.07K -10 -0.5%
NCM
2478
Noesis Capital Mangement
Florida
$574K +$6.75K +22 +1%
WP
2479
Wealthspan Partners
Iowa
$574K -$9.5K -31 -2%
GG
2480
Gleason Group
Kentucky
$573K +$15.3K +50 +3%
MGWM
2481
Marks Group Wealth Management
Minnesota
$571K +$6.75K +22 +1%
HAIM
2482
Hunter Associates Investment Management
Pennsylvania
$571K +$1.23K +4 +0.2%
LOIP
2483
Live Oak Investment Partners
Texas
$571K
FIM
2484
Freedom Investment Management
Connecticut
$570K -$311K -1,013 -34%
FA
2485
Financial Advisors
Massachusetts
$570K -$8.89K -29 -1%
PWM
2486
Purus Wealth Management
California
$569K +$1.84K +6 +0.3%
FCA
2487
Fortis Capital Advisors
Kansas
$569K +$31K +101 +6%
TWM
2488
TriaGen Wealth Management
California
$568K +$6.44K +21 +1%
SAF
2489
Smith Anglin Financial
Texas
$568K -$27.3K -89 -4%
CCA
2490
Clearwater Capital Advisors
Illinois
$568K -$16.9K -55 -3%
W
2491
Wealthquest
Ohio
$567K -$49.7K -162 -8%
MCM
2492
Magnolia Capital Management
New York
$567K
PB
2493
Pinnacle Bancorp
Nebraska
$566K
NCM
2494
Next Capital Management
New York
$566K
SFS
2495
Security Financial Services
Indiana
$561K
TWM
2496
Triton Wealth Management
Arizona
$560K +$25.8K +84 +5%
EFM
2497
E Fund Management
China
$560K -$23.9K -78 -4%
WAM
2498
Werlinich Asset Management
Connecticut
$560K +$15.3K +50 +3%
FFA
2499
Fragasso Financial Advisors
Pennsylvania
$559K +$2.15K +7 +0.4%
CWP
2500
Core Wealth Partners
California
$558K -$531K -1,731 -48%

HD Hedge Fund Activity: Q1 2023 in Review

3,290 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Home Depot (HD) for Q1 2023, worth a combined $212B — down 10% from $236B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new HD positions and 133 closed out — a net gain of 30 holders — while 1,348 added to existing stakes and 1,444 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $481M. The largest seller was Cottage Street Advisors, cutting an estimated $1.09B.

  • 3,290 institutional investors held Home Depot (HD) as of Q1 2023, down from 3,333 in Q4 2022.
  • Funds reported $212B of Home Depot stock for Q1 2023, down 10% quarter-over-quarter.
  • 163 funds opened new Home Depot positions in Q1 2023 and 133 closed out, a net change of +30 holders.
  • The largest Home Depot buyer in Q1 2023 was Capital Research Global Investors, an estimated $481M added.
  • The largest Home Depot seller in Q1 2023 was Cottage Street Advisors, an estimated $1.09B sold.

Based on aggregated 13F filings for Q1 2023.