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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
LAS
2701
LWM Advisory Services
Florida
$416K +$24.5K +80 +6%
LFA
2702
Laraway Financial Advisors
Minnesota
$416K -$46K -150 -10%
SWIM
2703
Smallwood Wealth Investment Management
New Jersey
$416K -$18.4K -60 -4%
QC
2704
QCM Cayman
Texas
$416K +$432K +1,410 New
SFA
2705
Source Financial Advisors
New York
$416K +$26.1K +85 +6%
CCA
2706
Conservest Capital Advisors
Pennsylvania
$416K +$33.4K +109 +8%
IFS
2707
Ifrah Financial Services
Arkansas
$415K -$8.28K -27 -2%
TAM
2708
Titleist Asset Management
Texas
$415K +$431K +1,406 New
BMC
2709
Benin Management Corp
Connecticut
$414K -$65.6K -214 -13%
HFP
2710
Holistic Financial Partners
Indiana
$413K +$62.9K +205 +17%
AFA
2711
AllGen Financial Advisors
Florida
$413K
GFWA
2712
Grey Fox Wealth Advisors
Delaware
$413K -$24.5K -80 -5%
VAM
2713
Verity Asset Management
North Carolina
$413K +$213K +694 +98%
PVM
2714
Palogic Value Management
Texas
$412K +$75.7K +247 +21%
SFWA
2715
Summit Financial Wealth Advisors
Louisiana
$412K +$39.6K +129 +10%
WWG
2716
West Wealth Group
California
$412K +$5.52K +18 +1%
NJBEST
2717
New Jersey Better Educational Savings Trust
New Jersey
$411K
BBP
2718
Banco BTG Pactual
Brazil
$411K +$435K +1,419 New
BSI
2719
Bennett Selby Investments
Maine
$411K +$127K +414 +42%
KWA
2720
KCS Wealth Advisory
California
$411K -$18.1K -59 -4%
FNBOH
2721
First National Bank of Hutchinson
Kansas
$409K +$111K +363 +35%
EIA
2722
Edgemoor Investment Advisors
Maryland
$408K -$94.4K -308 -18%
ACA
2723
Anchor Capital Advisors
Massachusetts
$408K -$1.53K -5 -0.4%
SGI
2724
Summit Global Investments
Utah
$407K +$36.5K +119 +9%
CF
2725
Corrigan Financial
Rhode Island
$406K +$5.21K +17 +1%

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.