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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
CP
2626
Castleview Partners
Texas
$465K +$47.2K +154 +11%
MSA
2627
Marino Stram & Associates
Massachusetts
$465K +$2.45K +8 +0.5%
T
2628
TOBAM
France
$465K -$97.8K -319 -17%
IAS
2629
IMA Advisory Services
Colorado
$465K
LFA
2630
LGT Financial Advisors
Texas
$465K +$483K +1,575 New
MA
2631
Mezzasalma Advisors
New Jersey
$465K -$6.13K -20 -1%
DCM
2632
Difesa Capital Management
New York
$464K -$12.3K -40 -2%
AL
2633
ADE LLC
Maryland
$464K
QFA
2634
Quantum Financial Advisors
California
$463K
ERWM
2635
Elk River Wealth Management
Colorado
$462K
SWP
2636
Summit Wealth Partners
Florida
$459K +$54.6K +178 +13%
CWS
2637
Cypress Wealth Services
California
$459K +$19K +62 +4%
MFC
2638
Morris Financial Concepts
South Carolina
$459K
PBF
2639
Petix & Botte Financial
California
$457K +$474K +1,547 New
BSSFA
2640
Baron Silver Stevens Financial Advisors
Florida
$457K +$12.6K +41 +3%
BAM
2641
Bellevue Asset Management
Washington
$456K +$307 +1 +0.1%
SIS
2642
Sound Income Strategies
Florida
$455K -$35.3K -115 -7%
HFS
2643
Heritage Financial Services
Massachusetts
$455K +$93.8K +306 +25%
NPT
2644
Nixon Peabody Trust
Massachusetts
$453K -$129K -421 -22%
LP
2645
LGL Partners
Pennsylvania
$453K -$8.59K -28 -2%
IF
2646
Intrua Financial
Texas
$453K -$132K -432 -22%
CI
2647
Chartist Inc
California
$452K +$506K +1,649 New
MSR
2648
Main Street Research
Connecticut
$451K +$138K +450 +42%
NEI
2649
Northwest & Ethical Investments
Ontario, Canada
$450K +$468K +1,526 New
BEW
2650
Burton Enright Welch
California
$450K +$41.4K +135 +10%

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.