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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
GA
3201
GoalVest Advisory
New York
$99.8K -$18.1K -59 -15%
C
3202
Covestor
United Kingdom
$92K -$6.13K -20 -6%
FCT
3203
First Community Trust
Iowa
$90.6K
LIA
3204
Luken Investment Analytics
Tennessee
$90.6K
ACA
3205
Atlas Capital Advisors
Wyoming
$89.1K
FFA
3206
Fairfield Financial Advisors
Massachusetts
$85.9K +$613 +2 +0.7%
AWM
3207
Accel Wealth Management
Iowa
$84.5K +$307 +1 +0.4%
NSG
3208
Nalls Sherbakoff Group
Tennessee
$84.5K +$90.8K +296 New
LWA
3209
Lowe Wealth Advisors
Maryland
$79.3K
TCM
3210
TD Capital Management
Tennessee
$78.7K +$307 +1 +0.4%
RBC
3211
Roble Belko & Company
Pennsylvania
$78K
MAWCM
3212
Mine & Arao Wealth Creation & Management
California
$75.5K
IFAM
3213
Institutional & Family Asset Management
Colorado
$74.4K +$14.7K +48 +24%
HPG
3214
Harvest Portfolios Group
Ontario, Canada
$71.7K +$74.5K +243 New
HWM
3215
HighMark Wealth Management
Minnesota
$68.2K
ARS
3216
Adirondack Retirement Specialists
New York
$64.3K +$46.3K +151 +225%
TC
3217
Tacita Capital
Ontario, Canada
$63K
PPWM
3218
PFG Private Wealth Management
Florida
$61.1K -$212K -691 -77%
BC
3219
Belmont Capital
California
$60.5K
SC
3220
Skylands Capital
Wisconsin
$59K
RG
3221
Retirement Group
California
$59K +$16.6K +54 +37%
LFASL
3222
Lugano Financial Advisors SA (LFA)
Switzerland
$53.4K
DFCM
3223
Dark Forest Capital Management
Puerto Rico
$52.5K +$36.8K +120 +207%
GWMI
3224
Guardian Wealth Management (Illinois)
Illinois
$52.2K +$307 +1 +0.6%
NMG
3225
New Millennium Group
Utah
$52.1K +$307 +1 +0.6%

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.