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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
MCA
3026
MSH Capital Advisors
Arizona
$248K +$7.36K +24 +3%
NFG
3027
Northeast Financial Group
Pennsylvania
$248K +$250K +815 New
CCM
3028
Crew Capital Management
Ohio
$248K -$1.53K -5 -0.6%
MWM
3029
Mascoma Wealth Management
New Hampshire
$248K -$43.5K -142 -15%
Cohen & Steers
3030
Cohen & Steers
New York
$248K
CCA
3031
Cadent Capital Advisors
Oklahoma
$248K +$920 +3 +0.4%
BFM
3032
Boothbay Fund Management
New York
$248K -$942K -3,073 -79%
CCM
3033
Colorado Capital Management
Colorado
$247K -$4.29K -14 -2%
CFSG
3034
Clark Financial Services Group
Missouri
$246K -$2.45K -8 -0.9%
HIC
3035
Harvey Investment Company
Kentucky
$246K
SWM
3036
Soundmark Wealth Management
Washington
$246K
AFG
3037
Atomi Financial Group
New York
$246K +$255K +833 New
UCI
3038
Uncommon Cents Investing
Wisconsin
$244K -$92K -300 -27%
CA
3039
Crumly & Associates
Illinois
$244K -$19K -62 -7%
RIM
3040
Redwood Investment Management
Arizona
$244K -$750K -2,445 -75%
JDR
3041
Jay D. Rosenbaum
$242K +$3.37K +11 +1%
DIM
3042
Delta Investment Management
California
$240K -$106K -345 -30%
NECFA
3043
New England Capital Financial Advisors
Connecticut
$239K -$28.8K -94 -10%
VCWA
3044
Vanguard Capital Wealth Advisors
Colorado
$239K -$7.97K -26 -3%
MWM
3045
MinichMacGregor Wealth Management
New York
$239K +$27.3K +89 +12%
FWM
3046
Focused Wealth Management
New York
$239K +$3.07K +10 +1%
LI
3047
LVZ Inc
Michigan
$239K
BWA
3048
Beam Wealth Advisors
Louisiana
$239K -$21.8K -71 -8%
PWMG
3049
Pioneer Wealth Management Group
Texas
$238K
BSAM
3050
Blue Square Asset Management
New York
$238K

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.