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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
HWA
2601
Heartwood Wealth Advisors
Virginia
$481K +$18.7K +61 +4%
AWC
2602
Abundance Wealth Counselors
Pennsylvania
$481K +$15.6K +51 +3%
ACM
2603
Armbruster Capital Management
New York
$481K -$11.3K -37 -2%
TGAM
2604
TBH Global Asset Management
Tennessee
$480K +$102K +332 +26%
LJHT
2605
Laurie J. Hall Trustee
$479K +$58.6K +191 +13%
FSC
2606
Full Sail Capital
Oklahoma
$479K -$21.8K -71 -4%
CCA
2607
Column Capital Advisors
Indiana
$479K +$308K +1,005 +163%
RA
2608
Riverstone Advisors
Texas
$478K
CPA
2609
Cardiff Park Advisors
California
$478K
EWA
2610
Encompass Wealth Advisors
Oregon
$478K
GG
2611
Golden Green
South Carolina
$478K -$882K -2,876 -64%
PWA
2612
Primoris Wealth Advisors
Florida
$478K +$1.53K +5 +0.3%
TAM
2613
Tucker Asset Management
Colorado
$477K +$107K +350 +28%
DAC
2614
Dividend Assets Capital
South Carolina
$476K
3IP
2615
3Chopt Investment Partners
Virginia
$475K +$189K +617 +62%
SAM
2616
SignalPoint Asset Management
Missouri
$475K +$18.4K +60 +4%
MS
2617
Madden Securities
Texas
$473K +$15.3K +50 +3%
FFA
2618
Farther Finance Advisors
California
$471K +$77.3K +252 +19%
EGWAG
2619
Elwood & Goetz Wealth Advisory Group
Georgia
$471K -$50.9K -166 -9%
SMWM
2620
Silvia McColl Wealth Management
California
$470K
OLVIG
2621
Oliver Lagore Vanvalin Investment Group
Michigan
$470K +$33.4K +109 +7%
FWP
2622
Firethorn Wealth Partners
Georgia
$469K +$1.53K +5 +0.3%
AAM
2623
Austin Asset Management
Texas
$468K +$44.1K +144 +10%
BBA
2624
Braun-Bostich & Associates
Pennsylvania
$467K +$69K +225 +17%
PWM
2625
Prentice Wealth Management
New York
$466K +$38.9K +127 +9%

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.