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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
WFA
2501
WMG Financial Advisors
Tennessee
$556K -$112K -364 -17%
BI
2502
Berkeley Inc
Idaho
$555K +$20.8K +68 +4%
MCM
2503
Marathon Capital Management
Maryland
$552K -$30.7K -100 -5%
QCIG
2504
Quad-Cities Investment Group
Iowa
$551K -$97.5K -318 -15%
TF
2505
Trek Financial
Arizona
$551K +$40.8K +133 +8%
CP
2506
Coho Partners
Pennsylvania
$550K
I
2507
InceptionR
California
$550K +$571K +1,864 New
RWRC
2508
R.W. Roge & Company
New York
$549K
MHWM
2509
Montz Harcus Wealth Management
Louisiana
$548K +$16.9K +55 +3%
CBFP
2510
Cedar Brook Financial Partners
Ohio
$546K -$29.1K -95 -5%
WWP
2511
WR Wealth Planners
Missouri
$546K +$131K +428 +30%
GLLW
2512
Graves Light Lenhart Wealth
Virginia
$545K +$1.53K +5 +0.3%
SGC
2513
Slocum, Gordon & Co
Rhode Island
$545K
AWA
2514
Alta Wealth Advisors
Massachusetts
$544K -$14.7K -48 -3%
JHCP
2515
Jackson Hole Capital Partners
Oklahoma
$544K +$138K +451 +32%
GWM
2516
Greenwich Wealth Management
Connecticut
$543K -$15.6K -51 -3%
SFC
2517
Strategic Financial Concepts
Texas
$543K +$564K +1,838 New
PCMC
2518
Paragon Capital Management (Colorado)
Colorado
$542K +$307 +1 +0.1%
KWS
2519
Keystone Wealth Services
California
$541K -$5.21K -17 -0.9%
ACA
2520
Affinity Capital Advisors
California
$541K -$8.28K -27 -1%
SRC
2521
Shufro Rose & Co
New York
$538K -$24.8K -81 -4%
ML
2522
McAdam LLC
Pennsylvania
$537K +$248K +808 +80%
RWMH
2523
Riverpoint Wealth Management Holdings
Illinois
$536K +$1.84K +6 +0.3%
MWPCG
2524
Measured Wealth Private Client Group
New Hampshire
$532K -$70.2K -229 -11%
AC
2525
Asio Capital
Kentucky
$532K +$80K +261 +17%

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.