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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
LFA
3226
Legend Financial Advisors
Pennsylvania
$45.4K -$35.6K -116 -43%
WAS
3227
Winch Advisory Services
Wisconsin
$45K -$4.91K -16 -10%
GAG
3228
Goodman Advisory Group
Massachusetts
$44.9K
MLA
3229
MB, Levis & Associates
Pennsylvania
$44.9K +$46.6K +152 New
JMF
3230
Johnson Midwest Financial
Iowa
$44.3K
AFIA
3231
America First Investment Advisors
Nebraska
$44.3K +$46K +150 New
TAIM
3232
TD Ameritrade Investment Management
Nebraska
$44K -$16.2K -53 -26%
YAL
3233
Your Advocates Ltd
Texas
$43.1K
HGWM
3234
Harvest Group Wealth Management
Massachusetts
$42.8K -$6.13K -20 -12%
WFA
3235
West Financial Advisors
Iowa
$41.6K +$43.2K +141 New
SFCL
3236
Strengthening Families & Communities LLC
Massachusetts
$40.2K +$27.3K +89 +2%
KHC
3237
Koesten Hirschmann & Crabtree
Kansas
$38.1K +$1.23K +4 +3%
SIS
3238
Strategic Investment Solutions
Illinois
$36.6K +$38K +124 New
BWS
3239
Buck Wealth Strategies
Colorado
$36.2K +$37.7K +123 New
BCM
3240
Birch Capital Management
Texas
$35.6K +$307 +1 +0.8%
AIC
3241
Ayalon Insurance Company
Israel
$35K -$871K -2,840 -96%
SC
3242
Schubert & Co
Texas
$34.2K +$3.37K +11 +10%
SL
3243
Savior LLC
Massachusetts
$33.3K
CM
3244
Cornerstone Management
Georgia
$33.1K -$613 -2 -2%
GIS
3245
Grayhawk Investment Strategies
Alberta, Canada
$32K
MFG
3246
Mendota Financial Group
Wisconsin
$31.4K -$139K -454 -81%
SIM
3247
Studio Investment Management
Illinois
$30.1K
CAM
3248
Cacti Asset Management
Georgia
$29.5K
FC
3249
Family CFO
California
$29.5K
KFP
3250
KB Financial Partners
New Jersey
$28K

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.