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Home Depot

3,659 hedge funds and large institutions have $269B invested in Home Depot in 2024 Q1 according to their latest regulatory filings, with 233 funds opening new positions, 1,498 increasing their positions, 1,531 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 233 | Existing positions closed: 109

8% more capital invested

Capital invested by funds: $250B → $269B (+$19.3B)

2% more funds holding in top 10

Funds holding in top 10: 229234 (+5)

2% more funds holding

Funds holding: 3,5883,659 (+71)

9% more call options, than puts

Call options by funds: $4.11B | Put options by funds: $3.77B

2% less repeat investments, than reductions

Existing positions increased: 1,498 | Existing positions reduced: 1,531

1.51% less ownership

Funds ownership: 72.57%71.07% (-1.5%)

Holders
3,659
Holders Change
+71
Holders Change %
+1.98%
% of All Funds
52.7%
Holding in Top 10
234
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.18%
% of All Funds
3.37%
New
233
Increased
1,498
Reduced
1,531
Closed
109
Calls
$4.11B
Puts
$3.77B
Net Calls
+$341M
Net Calls Change
+$152M
Name Holding Trade Value Shares
Change
Change in
Stake
MF
3301
Montis Financial
Massachusetts
$282K +$731 +2 +0.3%
AWM
3302
Allen Wealth Management
North Carolina
$281K -$2.92K -8 -1%
AWMG
3303
Alliance Wealth Management Group
New Jersey
$280K
LAM
3304
Lewis Asset Management
California
$280K +$29.2K +80 +12%
MWA
3305
Mills Wealth Advisors
Texas
$280K
ETIA
3306
Epic Trust Investment Advisors
Washington
$279K +$11.7K +32 +5%
AC
3307
Addison Capital
Pennsylvania
$279K -$365 -1 -0.1%
BDL
3308
Bey-Douglas LLC
Georgia
$278K -$698K -1,911 -72%
TWA
3309
Tandem Wealth Advisors
Arizona
$278K
CA
3310
CSM Advisors
Pennsylvania
$278K -$36.5K -100 -12%
NRA
3311
NSI Retail Advisors
Pennsylvania
$278K -$36.5K -100 -12%
WAG
3312
Wheelhouse Advisory Group
Missouri
$277K
CIS
3313
Custom Index Systems
New York
$277K +$22.3K +61 +9%
TFO
3314
Tarbox Family Office
California
$276K -$1.46K -4 -0.6%
BZWA
3315
Blue Zone Wealth Advisors
California
$276K -$24.5K -67 -9%
PPW
3316
Pasadena Private Wealth
California
$275K
AIIMS
3317
Analyst IMS Investment Management Services
Israel
$275K
FWA
3318
FOCUS Wealth Advisors
Texas
$274K
MPW
3319
MA Private Wealth
California
$274K
CISOA
3320
Capital Investment Services of America
Wisconsin
$274K -$4.38K -12 -2%
LI
3321
LVZ Inc
Michigan
$273K +$11K +30 +4%
TT
3322
TI-Trust
Illinois
$273K +$260K +711 New
CPP
3323
Capasso Planning Partners
South Carolina
$272K -$3.65K -10 -1%
TFGT
3324
TS Financial Group (TSFG)
Illinois
$272K +$8.77K +24 +4%
JDR
3325
Jay D. Rosenbaum
$271K

HD Hedge Fund Activity: Q1 2024 in Review

3,659 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Home Depot (HD) for Q1 2024, worth a combined $269B — up 7.7% from $250B a quarter earlier.

Buyers outnumbered sellers: 233 funds opened new HD positions and 109 closed out — a net gain of 124 holders — while 1,498 added to existing stakes and 1,531 trimmed.

The largest buyer was State Street, adding an estimated $1.06B. The largest seller was Morgan Stanley, cutting an estimated $6.81B.

  • 3,659 institutional investors held Home Depot (HD) as of Q1 2024, up from 3,588 in Q4 2023.
  • Funds reported $269B of Home Depot stock for Q1 2024, up 7.7% quarter-over-quarter.
  • 233 funds opened new Home Depot positions in Q1 2024 and 109 closed out, a net change of +124 holders.
  • The largest Home Depot buyer in Q1 2024 was State Street, an estimated $1.06B added.
  • The largest Home Depot seller in Q1 2024 was Morgan Stanley, an estimated $6.81B sold.

Based on aggregated 13F filings for Q1 2024.