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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
OA
2676
Operose Advisors
Wisconsin
$434K +$99.6K +325 +28%
RWS
2677
Resolute Wealth Strategies
Mississippi
$433K +$450K +1,468 New
PCH
2678
PGIM Custom Harvest
New Jersey
$433K +$1.53K +5 +0.3%
BCM
2679
Brainard Capital Management
Texas
$433K +$122K +398 +37%
CAC
2680
Core Alternative Capital
Georgia
$433K -$120K -390 -21%
V
2681
VeraBank
Texas
$432K
ATWA
2682
Arbor Trust Wealth Advisors
Michigan
$429K +$59.8K +195 +16%
HS
2683
Horan Securities
United States
$429K -$59.8K -195 -12%
WBCM
2684
Wilson & Boucher Capital Management
California
$428K -$16.9K -55 -4%
IWA
2685
IVC Wealth Advisors
Pennsylvania
$427K +$4.6K +15 +1%
MCP
2686
Mirador Capital Partners
California
$426K -$97.8K -319 -18%
WW
2687
Westshore Wealth
California
$426K +$43.8K +143 +11%
SIM
2688
SSI Investment Management
California
$425K -$121K -394 -21%
WOSD
2689
WFA of San Diego
California
$424K -$138K -450 -24%
IF
2690
Insight Folios
North Carolina
$424K +$12.9K +42 +3%
SW
2691
Solidarity Wealth
Utah
$422K +$439K +1,431 New
MPW
2692
MGO Private Wealth
California
$422K -$11.3K -37 -3%
FFA
2693
Fi3 Financial Advisors
Indiana
$420K -$18.4K -60 -4%
HCM
2694
Hutchinson Capital Management
California
$418K +$3.68K +12 +0.9%
GFA
2695
Gallagher Fiduciary Advisors
Illinois
$417K +$433K +1,412 New
PCMK
2696
Paragon Capital Management (Kansas)
Kansas
$417K -$3.68K -12 -0.8%
LIG
2697
Lokken Investment Group
Delaware
$417K +$3.68K +12 +0.9%
GCM
2698
Gallacher Capital Management
Colorado
$416K -$290K -946 -40%
CCG
2699
Coastwise Capital Group
California
$416K +$68.4K +223 +19%
CWA
2700
CJM Wealth Advisers
Virginia
$416K -$13.5K -44 -3%

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.