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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
MAC
2776
Mason & Associates (California)
California
$379K +$10.1K +33 +3%
IIA
2777
IPG Investment Advisors
California
$379K -$1.24M -4,055 -76%
OPTFSNA
2778
Old Point Trust & Financial Services N A
Virginia
$379K +$16.6K +54 +4%
SFP
2779
Sterling Financial Planning
New Jersey
$378K +$613 +2 +0.2%
CAM
2780
Concorde Asset Management
Michigan
$378K -$30.7K -100 -7%
PCA
2781
Pallas Capital Advisors
Massachusetts
$376K +$44.5K +145 +13%
FCC
2782
Flower City Capital
New York
$375K
CAM
2783
Clark Asset Management
New Hampshire
$375K +$390K +1,272 New
DWP
2784
Destiny Wealth Partners
Florida
$375K +$5.21K +17 +1%
VBFG
2785
Vishria Bird Financial Group
Tennessee
$375K
HSWM
2786
Hubbell Strickland Wealth Management
Louisiana
$375K +$613 +2 +0.2%
OWA
2787
Opal Wealth Advisors
New York
$374K +$29.7K +97 +8%
SIA
2788
Sage Investment Advisers
New York
$373K
SIC
2789
SJS Investment Consulting
Ohio
$373K -$1.23K -4 -0.3%
APW
2790
Austin Private Wealth
Texas
$372K -$5.52K -18 -1%
VFP
2791
Verus Financial Partners
Virginia
$372K +$21.8K +71 +6%
SM
2792
Sweeney & Michel
California
$372K +$385K +1,256 New
NAG
2793
Northstar Advisory Group
New Jersey
$370K +$109K +355 +39%
CCFP
2794
Charles Carroll Financial Partners
Massachusetts
$369K -$334K -1,090 -47%
WPW
2795
Watershed Private Wealth
Illinois
$367K
MIAS
2796
Mason Investment Advisory Services
Virginia
$366K -$33.7K -110 -8%
IA
2797
IAM Advisory
Pennsylvania
$366K +$2.15K +7 +0.6%
2L
2798
25 LLC
Missouri
$364K +$388K +1,265 New
PO
2799
Private Ocean
California
$364K +$5.52K +18 +1%
MCM
2800
McMillion Capital Management
North Carolina
$361K

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.