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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
HFRG
2876
Houlihan Financial Resource Group
Virginia
$323K +$4.91K +16 +1%
LWMM
2877
Legacy Wealth Management (Mississippi)
Mississippi
$323K
DFA
2878
DHJJ Financial Advisors
Illinois
$322K -$307 -1 -0.1%
FCAG
2879
First Capital Advisors Group
New Jersey
$319K -$91.4K -298 -22%
CFGSD
2880
Compass Financial Group (South Dakota)
South Dakota
$319K +$307 +1 +0.1%
PP
2881
PrairieView Partners
Minnesota
$318K
JHP
2882
James Hambro & Partners
United Kingdom
$318K +$1.84K +6 +0.6%
PGWM
2883
Pitti Group Wealth Management
New York
$317K -$613 -2 -0.2%
SFS
2884
Summit Financial Strategies
Ohio
$316K +$1.23K +4 +0.4%
VNA
2885
Valley National Advisers
Pennsylvania
$315K +$1.84K +6 +0.6%
OWM
2886
OneAscent Wealth Management
Alabama
$315K +$327K +1,067 New
CTFG
2887
Capstone Triton Financial Group
Oklahoma
$315K
CFA
2888
Capstone Financial Advisors
Illinois
$315K -$4.6K -15 -1%
FNBSF
2889
First National Bank Sioux Falls
South Dakota
$315K
NF
2890
Norwood Financial
Pennsylvania
$314K -$5.21K -17 -2%
MWM
2891
Moran Wealth Management
Florida
$314K +$27.6K +90 +9%
NWA
2892
Navis Wealth Advisors
New York
$314K -$9.81K -32 -3%
GFL
2893
Granite FO LLC
New Hampshire
$313K +$299K +974 +1,432%
SWP
2894
Semus Wealth Partners
Florida
$313K -$59.8K -195 -16%
FC
2895
Forte Capital
New York
$312K -$307 -1 -0.1%
SWM
2896
Sculati Wealth Management
Michigan
$312K
BDFN
2897
Bond & Devick Financial Network
Minnesota
$311K +$47.5K +155 +17%
HPIA
2898
Hamilton Point Investment Advisors
North Carolina
$310K +$45.1K +147 +16%
SLT
2899
St Louis Trust
Missouri
$310K
TA
2900
TFB Advisors
Kansas
$310K +$14.1K +46 +5%

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.