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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
AR
2976
Apeiron RIA
Texas
$278K -$16.6K -54 -5%
CSIA
2977
Charles Schwab Investment Advisory
California
$277K +$39.6K +129 +16%
HG
2978
Harbor Group
New Hampshire
$277K +$288K +939 New
FFG
2979
Fortem Financial Group
California
$276K
PCM
2980
Poehling Capital Management
Wisconsin
$275K
SGWM
2981
Sterling Group Wealth Management
California
$275K +$68.7K +224 +32%
PAG
2982
Paladin Advisory Group
Iowa
$274K +$285K +930 New
GWWM
2983
Great Waters Wealth Management
Minnesota
$274K -$9.81K -32 -3%
SFG
2984
Sterling Financial Group
California
$273K
BMWM
2985
Brown Miller Wealth Management
Virginia
$272K -$1.53K -5 -0.5%
EI
2986
Ellevest Inc
New York
$272K -$614K -2,004 -69%
AAP
2987
Arax Advisory Partners
Colorado
$271K -$4.6K -15 -2%
CWM
2988
Compass Wealth Management
Connecticut
$269K +$5.52K +18 +2%
RIS
2989
Retirement Income Solutions
Michigan
$269K +$24.5K +80 +10%
AAM
2990
Augustine Asset Management
Florida
$268K +$2.15K +7 +0.8%
ORC
2991
O'Rourke & Company
Massachusetts
$267K -$1.84K -6 -0.7%
SC
2992
Saybrook Capital
North Carolina
$266K
RCG
2993
Resource Consulting Group
Florida
$266K
AA
2994
Alesco Advisors
New York
$264K +$31.9K +104 +13%
APW
2995
Aurora Private Wealth
New Jersey
$263K -$70.8K -231 -21%
SA
2996
Syntax Advisors
New York
$263K +$27K +88 +11%
VCG
2997
Vantage Consulting Group
Virginia
$263K +$27K +88 +11%
WJA
2998
Willis Johnson & Associates
Texas
$263K -$77K -251 -22%
RPSA
2999
Richard P. Slaughter Associates
Texas
$261K +$10.4K +34 +4%
GCGDR
3000
Geo Capital Gestora de Recursos
Brazil
$261K +$224K +729 +470%

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.