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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
NRW
3051
Nova R Wealth
Kansas
$238K +$613 +2 +0.2%
SAM
3052
Synergy Asset Management
Washington
$237K -$17.2K -56 -7%
CC
3053
Centiva Capital
New York
$237K +$247K +804 New
LBC
3054
Lawrence B. Cohen
$237K -$752K -2,453 -75%
AC
3055
Addison Capital
Pennsylvania
$237K +$45.4K +148 +23%
AWS
3056
AJ Wealth Strategies
New York
$236K +$3.07K +10 +1%
FA
3057
Fermata Advisors
California
$236K -$214K -699 -70%
PC
3058
Permanens Capital
New York
$236K
GSC
3059
Grey Street Capital
Illinois
$236K +$245K +800 New
TFGT
3060
TS Financial Group (TSFG)
Illinois
$236K
SWMP
3061
Signature Wealth Management Partners
New Jersey
$236K -$61.3K -200 -20%
SAM
3062
Smithbridge Asset Management
Pennsylvania
$235K -$30.7K -100 -11%
IWP
3063
Innova Wealth Partners
Pennsylvania
$235K
RJTCONH
3064
Raymond James Trust Company of New Hampshire
New Hampshire
$234K -$4.6K -15 -2%
WCWM
3065
Willow Creek Wealth Management
California
$233K +$32.5K +106 +16%
BZWA
3066
Blue Zone Wealth Advisors
California
$232K -$13.2K -43 -5%
EL
3067
Essex LLC
Illinois
$232K
PTC
3068
Petrus Trust Company
Texas
$231K -$22.1K -72 -8%
BWA
3069
BlueSky Wealth Advisors
North Carolina
$231K
PCM
3070
Pointe Capital Management
Michigan
$231K
CP
3071
Capital Planning
Washington
$231K
WW
3072
Waterfront Wealth
Kansas
$231K -$20.5K -67 -8%
WIP
3073
WealthCare Investment Partners
Rhode Island
$231K +$1.23K +4 +0.5%
HWM
3074
Horizon Wealth Management
Illinois
$229K -$30.7K -100 -11%
Edgewood Management
3075
Edgewood Management
Connecticut
$229K

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.