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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
CIC
2551
Chase Investment Counsel
Virginia
$519K +$93.8K +306 +21%
HCMG
2552
Howard Capital Management Group
California
$518K +$176K +574 +49%
BBNB
2553
Baker Boyer National Bank
Washington
$518K -$4.6K -15 -0.8%
SRC
2554
Sage Rhino Capital
California
$516K -$2.45K -8 -0.5%
BFAG
2555
Blackston Financial Advisory Group
Florida
$516K +$3.07K +10 +0.6%
BP
2556
Broadleaf Partners
Ohio
$516K -$1.23K -4 -0.2%
KW
2557
KWB Wealth
California
$515K +$500K +1,632 New
WSWA
2558
Warren Street Wealth Advisors
California
$515K -$6.44K -21 -1%
CIA
2559
Cape Investment Advisory
Georgia
$515K +$535K +1,744 New
PHIC
2560
Pine Haven Investment Counsel
Massachusetts
$514K
SIAG
2561
Safeguard Investment Advisory Group
California
$512K -$38.3K -125 -7%
CWA
2562
Canvas Wealth Advisors
Kansas
$511K -$179K -585 -25%
WFG
2563
Wills Financial Group
Virginia
$510K +$307 +1 +0.1%
MIS
2564
Morningstar Investment Services
Illinois
$510K +$22.4K +73 +4%
LWP
2565
LMG Wealth Partners
Louisiana
$508K +$7.05K +23 +1%
OL
2566
Optas LLC
Texas
$508K +$21.5K +70 +4%
VBWMG
2567
Von Berge Wealth Management Group
California
$508K +$307 +1 +0.1%
NRC
2568
New Republic Capital
North Carolina
$508K +$18.1K +59 +4%
CSB
2569
City State Bank
Iowa
$506K
OCPWS
2570
One Charles Private Wealth Services
Massachusetts
$506K +$189K +616 +56%
RWP
2571
Revolve Wealth Partners
New Jersey
$505K -$53K -173 -9%
MPW
2572
Monterey Private Wealth
California
$504K +$65.3K +213 +14%
CCM
2573
Campbell Capital Management
Florida
$502K
CM
2574
Columbus Macro
Pennsylvania
$502K +$39.6K +129 +8%
PWM
2575
Palumbo Wealth Management
New York
$501K +$3.37K +11 +0.7%

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.