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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
WPWM
3076
Western Pacific Wealth Management
Illinois
$229K +$613 +2 +0.3%
PIM
3077
Provident Investment Management
Michigan
$229K +$238K +775 New
CWA
3078
Clearview Wealth Advisors
Oregon
$229K -$920 -3 -0.4%
DPI
3079
Diversified Portfolios Inc
Michigan
$228K +$237K +774 New
VPP
3080
Vertex Planning Partners
Illinois
$228K -$213K -695 -47%
PCMM
3081
Piedmont Capital Management (Montana)
Montana
$228K
CWM
3082
Castle Wealth Management
Florida
$228K
IIA
3083
Integral Investment Advisors
California
$228K +$15.9K +52 +7%
AFCM
3084
Applied Finance Capital Management
Puerto Rico
$227K +$27.6K +90 +13%
CCM
3085
Chickasaw Capital Management
Tennessee
$227K
BCM
3086
Bourgeon Capital Management
Connecticut
$226K
OPPS
3087
Obsidian Personal Planning Solutions
Maryland
$226K +$2.76K +9 +1%
TWM
3088
Trinity Wealth Management
Pennsylvania
$226K
RP
3089
Riverwater Partners
Wisconsin
$225K -$106K -345 -31%
RRCM
3090
Rappaport Reiches Capital Management
Illinois
$225K +$13.2K +43 +6%
REMPR
3091
Roof Eidam Maycock Peralta (REMP)
California
$224K +$613 +2 +0.3%
SWM
3092
Shelton Wealth Management
Texas
$223K -$77.6K -253 -25%
RW
3093
REDW Wealth
New Mexico
$223K +$232K +757 New
MWP
3094
Meredith Wealth Planning
Illinois
$223K -$15.9K -52 -6%
PCMF
3095
Private Capital Management (Florida)
Florida
$223K +$307 +1 +0.1%
FF
3096
Francis Financial
$221K +$230K +750 New
FA
3097
Fountainhead AM
New Jersey
$221K -$72K -235 -24%
IF
3098
IRON Financial
Illinois
$221K -$3.37K -11 -1%
BRA
3099
Biechele Royce Advisors
Indiana
$221K +$230K +751 New
IAG
3100
Investment Advisory Group
Massachusetts
$221K

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.