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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
OPW
2826
Oxler Private Wealth
New York
$351K +$3.07K +10 +0.8%
FWM
2827
Forza Wealth Management
Florida
$351K
TCM
2828
Triumph Capital Management
Colorado
$349K -$5.21K -17 -1%
RBCM
2829
Raub Brock Capital Management
California
$349K
AWA
2830
Alaska Wealth Advisors
Alaska
$348K
VST
2831
Van Strum & Towne
California
$348K
SDJVC
2832
St. Denis J. Villere & Co
Louisiana
$348K
AIM
2833
AHL Investment Management
Florida
$346K -$16.6K -54 -4%
AWM
2834
Absher Wealth Management
North Carolina
$345K -$206K -672 -36%
CGA
2835
Crescent Grove Advisors
Illinois
$343K -$3.68K -12 -1%
SL
2836
Summitry LLC
California
$342K -$120K -390 -25%
HWM
2837
Howard Wealth Management
Connecticut
$341K
RIM
2838
RW Investment Management
Idaho
$341K +$920 +3 +0.3%
PAG
2839
Powers Advisory Group
Illinois
$340K +$6.13K +20 +2%
ACM
2840
Alethea Capital Management
Washington
$339K
RCA
2841
Reitz Capital Advisors
Michigan
$338K +$30.7K +100 +10%
LAM
2842
Lifestyle Asset Management
Texas
$337K +$28.8K +94 +9%
PCM
2843
Perritt Capital Management
Illinois
$337K -$7.67K -25 -2%
KA
2844
Keene & Associates
Texas
$336K +$12K +39 +4%
GC
2845
Gibson Capital
Pennsylvania
$336K +$115K +375 +49%
GCA
2846
Greenwood Capital Associates
South Carolina
$334K -$1.54M -5,012 -82%
KFS
2847
Kelly Financial Services
Massachusetts
$334K +$7.97K +26 +2%
SSWM
2848
Sheets Smith Wealth Management
North Carolina
$334K +$307 +1 +0.1%
LFG
2849
Lockerman Financial Group
California
$333K -$1.23K -4 -0.4%
OC
2850
Oarsman Capital
Wisconsin
$332K -$7.67K -25 -2%

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.