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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
HP
3001
Hyperion Partners
Pennsylvania
$260K +$307 +1 +0.1%
SHFP
3002
Second Half Financial Partners
Florida
$260K -$6.75K -22 -2%
SFFS
3003
Stonehage Fleming Financial Services
Jersey
$260K +$184K +600 +188%
WFA
3004
Wellspring Financial Advisors
Ohio
$259K -$135K -440 -33%
EBSAM
3005
Eubel Brady & Suttman Asset Management
Ohio
$259K +$5.83K +19 +2%
TA
3006
TrueWealth Advisors
Alabama
$259K -$68.7K -224 -20%
AWAP
3007
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$259K
AFS
3008
Annapolis Financial Services
Maryland
$258K
HPWM
3009
High Pines Wealth Management
Massachusetts
$257K +$1.23K +4 +0.5%
ELI
3010
Empire Life Investments
Ontario, Canada
$257K +$22.1K +72 +9%
AWA
3011
Aletheian Wealth Advisors
Washington
$256K +$32.2K +105 +14%
CNWM
3012
Clay Northam Wealth Management
California
$255K
JSAM
3013
J. Safra Asset Management
New York
$255K +$265K +864 New
AFGAS
3014
Allegiance Financial Group Advisory Services
Virginia
$255K
WCM
3015
Wallace Capital Management
Texas
$254K
CCA
3016
Childress Capital Advisors
Texas
$253K -$985K -3,214 -79%
IAP
3017
Indie Asset Partners
Indiana
$253K
6F
3018
626 Financial
Michigan
$253K +$307 +1 +0.1%
SC
3019
Stephens Consulting
Michigan
$253K
WA
3020
WESPAC Advisors
California
$253K -$350K -1,143 -57%
WHCI
3021
W.H. Cornerstone Investments
Massachusetts
$250K +$1.84K +6 +0.7%
NA
3022
Nottingham Advisors
New York
$250K -$28.5K -93 -10%
KMC
3023
Kirr Marbach & Co
Indiana
$249K
AWA
3024
Archvest Wealth Advisors
California
$249K +$26.7K +87 +12%
CFG
3025
Compton Financial Group
Maryland
$248K

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.