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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
EAM
2526
Evanson Asset Management
California
$532K +$307 +1 +0.1%
KIM
2527
Karpus Investment Management
New York
$531K
LSV Asset Management
2528
LSV Asset Management
Illinois
$531K
PAS
2529
Professional Advisory Services
Florida
$531K
MFWP
2530
Mosaic Family Wealth Partners
Missouri
$530K +$34.6K +113 +7%
DA
2531
Detalus Advisors
Missouri
$530K
TI
2532
Truepoint Inc
Ohio
$529K +$46K +150 +9%
PWS
2533
Paragon Wealth Strategies
Florida
$529K -$20.2K -66 -4%
KFA
2534
Kapstone Financial Advisors
Ohio
$528K
AG
2535
Algert Global
California
$527K -$1.46M -4,757 -73%
TCM
2536
Tributary Capital Management
Nebraska
$527K -$12.3K -40 -2%
DFA
2537
Delta Financial Advisors
Louisiana
$526K
BFPW
2538
BOK Financial Private Wealth
Colorado
$526K +$3.07K +10 +0.6%
AFS
2539
Access Financial Services
Minnesota
$525K -$53.3K -174 -9%
LAM
2540
LifePro Asset Management
California
$525K
OIA
2541
Optimum Investment Advisors
Illinois
$525K -$4.6K -15 -0.8%
RCG
2542
Rock Creek Group
District of Columbia
$525K -$131K -426 -19%
FMP
2543
Financial Management Professionals
Texas
$525K +$87.1K +284 +19%
CCIA
2544
Campbell & Co Investment Adviser
Maryland
$524K +$545K +1,776 New
GAM
2545
Gemmer Asset Management
California
$522K
SCA
2546
Southern Capital Advisors
Tennessee
$522K +$208K +679 +62%
LCWP
2547
Legacy Capital Wealth Partners
Arkansas
$522K +$542K +1,769 New
AC
2548
ASB Consultores
Florida
$521K -$40.2K -131 -7%
HA
2549
Harfst & Associates
Wyoming
$520K
NWM
2550
Northwest Wealth Management
Iowa
$520K +$18.7K +61 +4%

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.