We are live on ! Find out more
HD icon

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
MWM
2801
Merriman Wealth Management
Washington
$361K -$14.7K -48 -4%
TA
2802
Tiedemann Advisors
New York
$360K +$108K +352 +41%
CWM
2803
Campbell Wealth Management
Virginia
$360K -$7.67K -25 -2%
BCM
2804
Bienville Capital Management
New York
$359K
CCA
2805
Conestoga Capital Advisors
Pennsylvania
$359K
ML
2806
Mayport LLC
Massachusetts
$359K +$83.1K +271 +29%
PP
2807
Pacifica Partners
Canada
$358K -$3.68K -12 -1%
CWM
2808
Cranbrook Wealth Management
Michigan
$358K
WPC
2809
White Pine Capital
Minnesota
$357K -$30.7K -100 -8%
IIL
2810
Insight Inv LLC
California
$357K
SC
2811
SRB Corp
Massachusetts
$357K -$71.1K -232 -16%
T
2812
TRUADVICE
Florida
$356K +$364K +1,186 New
ACH
2813
ArrowMark Colorado Holdings
Colorado
$354K
SA
2814
Sicart Associates
New York
$354K
CVM
2815
Cheviot Value Management
California
$354K +$125K +408 +52%
CCC
2816
Chelsea Counsel Company
California
$354K +$169K +550 +85%
MCC
2817
Malaga Cove Capital
California
$354K +$113K +368 +44%
RFN
2818
RDA Financial Network
Iowa
$354K +$4.6K +15 +1%
WAOI
2819
Wealth Advisors of Iowa
Iowa
$354K +$367K +1,198 New
EA
2820
Echo45 Advisors
California
$353K -$65.9K -215 -15%
BA
2821
Bluesphere Advisors
Pennsylvania
$353K
KLI
2822
Kelman-Lazarov Inc
Tennessee
$353K +$38K +124 +12%
JBA
2823
Johnson Bixby & Associates
Washington
$351K -$15.3K -50 -4%
PGA
2824
Portland Global Advisors
Maine
$351K
TL
2825
Tradewinds LLC
North Carolina
$351K +$365K +1,189 New

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.