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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
RA
2951
Ruggaard & Associates
Ohio
$291K +$303K +987 New
NC
2952
NinePointTwo Capital
California
$291K -$10.7K -35 -3%
NEWAS
2953
N.E.W. Advisory Services
Wisconsin
$291K +$4.29K +14 +1%
HAG
2954
HF Advisory Group
Maryland
$290K +$31.3K +102 +12%
JFG
2955
JMG Financial Group
Illinois
$288K -$1.23K -4 -0.4%
SCM
2956
Seascape Capital Management
New Hampshire
$288K +$2.45K +8 +0.8%
KPWG
2957
KFA Private Wealth Group
Virginia
$288K +$2.76K +9 +0.9%
DWA
2958
Delap Wealth Advisory
Oregon
$286K -$97.5K -318 -25%
RCM
2959
Regency Capital Management
Hawaii
$286K -$1.06M -3,452 -78%
CPW
2960
Crestmont Private Wealth
Texas
$285K +$42K +137 +17%
RTC
2961
Riverview Trust Company
Washington
$285K -$170K -555 -36%
IWA
2962
Inspirion Wealth Advisors
Illinois
$285K +$35.3K +115 +14%
SA
2963
Scarborough Advisors
Maryland
$285K +$48.4K +158 +20%
MFS
2964
Mirabella Financial Services
United Kingdom
$283K +$294K +960 New
POIA
2965
Pin Oak Investment Advisors
Texas
$283K +$46K +150 +19%
FRA
2966
Front Row Advisors
California
$282K -$119K -387 -29%
UWPG
2967
Ullmann Wealth Partners Group
Florida
$281K +$3.99K +13 +1%
CF
2968
Convergence Financial
Missouri
$281K -$7.36K -24 -2%
ETIA
2969
Epic Trust Investment Advisors
Washington
$281K +$292K +952 New
LS
2970
Leelyn Smith
Illinois
$281K -$12.6K -41 -4%
KBFS
2971
Kohmann Bosshard Financial Services
Ohio
$281K +$31.9K +104 +12%
HKIMG
2972
Hutchens & Kramer Investment Management Group
Indiana
$281K +$32.5K +106 +13%
PAM
2973
Peak Asset Management
Colorado
$280K +$291K +948 New
SC
2974
Sonen Capital
California
$279K +$3.07K +10 +1%
W
2975
WealthOne
New York
$279K +$2.76K +9 +1%

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.