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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
DIA
2926
Davidson Investment Advisors
Montana
$298K
GIM
2927
Guild Investment Management
California
$298K
DBIA
2928
Dumont & Blake Investment Advisors
New Jersey
$297K -$21.5K -70 -6%
LD
2929
Lipe & Dalton
New York
$297K
BHWM
2930
Beaird Harris Wealth Management
Texas
$297K -$88K -287 -22%
EA
2931
Emerald Advisers
Pennsylvania
$297K -$157K -512 -34%
BFW
2932
Brady Family Wealth
Missouri
$296K +$2.15K +7 +0.7%
AA
2933
Aire Advisors
California
$296K -$170K -553 -36%
B
2934
Barings
North Carolina
$296K +$86.5K +282 +39%
AA
2935
AJ Advisors
Tennessee
$296K -$12K -39 -4%
HCM
2936
Hillman Capital Management
Maryland
$295K -$107K -350 -26%
WPI
2937
Walter Public Investments
Canada
$295K
BHCM
2938
Boulder Hill Capital Management
New York
$295K +$307K +1,000 New
FWP
2939
Falcon Wealth Planning
California
$295K +$307 +1 +0.1%
HFS
2940
HBC Financial Services
Washington
$295K
CAWM
2941
Capital Advisors Wealth Management
Washington
$295K +$6.75K +22 +2%
CFD
2942
Creative Financial Designs
Indiana
$295K -$79.7K -260 -21%
PWA
2943
Physician Wealth Advisors
Utah
$294K +$920 +3 +0.3%
AIA
2944
Armor Investment Advisors
North Carolina
$294K -$30.7K -100 -9%
OHWA
2945
Oak Hill Wealth Advisors
Virginia
$294K +$920 +3 +0.3%
FPB
2946
First PREMIER Bank
South Dakota
$293K -$9.2K -30 -3%
TCOK
2947
Trust Company of Kansas
Kansas
$293K +$34K +111 +13%
FWA
2948
FOCUS Wealth Advisors
Texas
$292K +$109K +356 +56%
HC
2949
Hoese & Co
Minnesota
$292K
CSWM
2950
Cassady Schiller Wealth Management
Ohio
$291K -$613 -2 -0.2%

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.