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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
APC
3101
Asset Planning Corporation
Tennessee
$220K
MWA
3102
Mills Wealth Advisors
Texas
$220K +$1.23K +4 +0.5%
WFS
3103
Walker Financial Services
Kentucky
$220K
MAWA
3104
Moss Adams Wealth Advisors
Washington
$219K -$14.1K -46 -6%
LI
3105
Lafayette Investments
Maryland
$219K
LKIM
3106
Lawson Kroeker Investment Management
Nebraska
$219K +$227K +741 New
IWP
3107
IAG Wealth Partners
Wisconsin
$218K +$15.3K +50 +7%
TFO
3108
Tarbox Family Office
California
$218K -$613 -2 -0.3%
CA
3109
Cortland Associates
Missouri
$216K +$307 +1 +0.1%
TCM
3110
Tradewinds Capital Management
Washington
$216K +$26.7K +87 +13%
WWP
3111
Waypoint Wealth Partners
California
$216K -$23.6K -77 -10%
AFA
3112
Atlas Financial Advisors
California
$215K -$8.59K -28 -4%
BIA
3113
BHK Investment Advisors
Alabama
$215K +$224K +730 New
ARG
3114
Advisory Resource Group
Oklahoma
$215K -$18.4K -60 -8%
HFS
3115
Howard Financial Services
Texas
$215K +$15K +49 +7%
C1AG
3116
Client 1st Advisory Group
Florida
$214K -$3.37K -11 -1%
FEG
3117
Financial Enhancement Group
Indiana
$213K +$8.28K +27 +4%
FL
3118
Fort LP
Maryland
$213K -$124K -406 -36%
CMA
3119
Cedar Mountain Advisors
Oregon
$212K -$8.59K -28 -4%
PF
3120
Parker Financial
Washington
$212K -$4.29K -14 -2%
AWMG
3121
Alliance Wealth Management Group
New Jersey
$212K
BWP
3122
Bernardo Wealth Planning
Pennsylvania
$212K +$3.37K +11 +2%
HPA
3123
High Probability Advisors
New York
$209K +$613 +2 +0.3%
MWM
3124
MorganRosel Wealth Management
Colorado
$209K -$12K -39 -5%
ATFA
3125
All Terrain Financial Advisors
Minnesota
$209K

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.