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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
SOW
3151
State of Wyoming
Wyoming
$187K -$209K -683 -52%
CWM
3152
CarsonAllaria Wealth Management
Illinois
$183K +$1.23K +4 +0.7%
PCFFS
3153
Pacific Center for Financial Services
California
$179K +$186K +606 New
GWSA
3154
Global Wealth Strategies & Associates
Colorado
$176K -$12.9K -42 -7%
RDFA
3155
Ritter Daniher Financial Advisory
Ohio
$174K +$30.7K +100 +20%
HI
3156
Hoey Investments
Pennsylvania
$170K +$30.7K +100 +21%
SSC
3157
Syverson Strege & Co
Iowa
$164K +$32.8K +107 +24%
EL
3158
EMFO LLC
Florida
$163K -$142K -464 -46%
CIR
3159
Clear Investment Research
Georgia
$163K -$1.53K -5 -0.9%
RWML
3160
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$158K +$613 +2 +0.4%
YDMI
3161
Y.D. More Investments
Israel
$157K +$2.76K +9 +2%
JEST
3162
JTC Employer Solutions Trustee
Jersey
$156K
BBPWM
3163
Blue Bell Private Wealth Management
Pennsylvania
$154K -$7.36K -24 -4%
CAM
3164
Costello Asset Management
Pennsylvania
$153K +$16.9K +55 +12%
AWM
3165
Abound Wealth Management
Tennessee
$150K +$14.1K +46 +10%
DF
3166
DecisionPoint Financial
Arizona
$147K +$7.05K +23 +5%
EARNEST Partners
3167
EARNEST Partners
Georgia
$144K
BCMIO
3168
Beacon Capital Management Inc (Ohio)
Ohio
$144K +$11.3K +37 +8%
FSWA
3169
Financial Synergies Wealth Advisors
Texas
$141K +$57.3K +187 +64%
LFA
3170
Level Financial Advisors
New York
$140K -$1.23K -4 -0.8%
EWP
3171
Elevation Wealth Partners
California
$139K +$144K +471 New
SA
3172
SRH Advisors
Kansas
$138K +$307 +1 +0.2%
MCA
3173
Maryland Capital Advisors
Maryland
$136K
TF
3174
TimeScale Financial
Massachusetts
$134K +$6.44K +21 +5%
PG
3175
Proffitt & Goodson
Tennessee
$134K -$8.89K -29 -6%

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.