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Home Depot

3,338 hedge funds and large institutions have $211B invested in Home Depot in 2023 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 1,413 increasing their positions, 1,338 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 99

6% more repeat investments, than reductions

Existing positions increased: 1,413 | Existing positions reduced: 1,338

1% more funds holding

Funds holding: 3,3103,338 (+28)

0.14% less ownership

Funds ownership: 70%69.86% (-0.14%)

3% less capital invested

Capital invested by funds: $217B → $211B (-$6.21B)

7% less funds holding in top 10

Funds holding in top 10: 201186 (-15)

11% less call options, than puts

Call options by funds: $3.03B | Put options by funds: $3.39B

Holders
3,338
Holders Change
+28
Holders Change %
+0.85%
% of All Funds
52.97%
Holding in Top 10
186
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-7.46%
% of All Funds
2.95%
New
172
Increased
1,413
Reduced
1,338
Closed
99
Calls
$3.03B
Puts
$3.39B
Net Calls
-$362M
Net Calls Change
-$564M
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
3326
Thompson Investment Management
Wisconsin
$10.3K
LFASL
3327
Lugano Financial Advisors SA (LFA)
Switzerland
$9.37K +$9.97K +31 New
ECM
3328
Everence Capital Management
Indiana
$8.17K
AWA
3329
Authentikos Wealth Advisory
California
$8.16K +$8.68K +27 New
BOC
3330
Bull Oak Capital
California
$6.04K +$6.43K +20 New
TFG
3331
Team Financial Group
California
$5.08K +$5.47K +17 New
HH
3332
HWG Holdings
Texas
$4.83K -$322 -1 -6%
CAM
3333
ClariVest Asset Management
California
$4K +$2.89K +9 +225%
PS
3334
PayPay Securities
Japan
$3.39K +$1.61K +5 +33%
BHWM
3335
Bay Harbor Wealth Management
Maryland
$2.42K
WA
3336
WestEnd Advisors
North Carolina
$1.81K +$1.93K +6 New
AWM
3337
Activest Wealth Management
Florida
$1.53K
LG
3338
LAM Group
Oregon
$1.51K
OBWP
3339
O'Brien Wealth Partners
Massachusetts
$906
DWA
3340
Delos Wealth Advisors
Texas
$661
UFF
3341
USA Financial Formulas
Michigan
$604
CWG
3342
C WorldWide Group
Denmark
-$368M -1,184,514 Closed
AT
3343
AMF Tjänstepension
Sweden
-$138M -443,504 Closed
ERSOT
3344
Employees Retirement System of Texas
Texas
-$45.8M -147,578 Closed
KWILP
3345
Kiwi Wealth Investments Limited Partnership
New Zealand
-$34.4M -110,811 Closed
Two Sigma Investments
3346
Two Sigma Investments
New York
-$28.2M -90,711 Closed
CS
3347
Clear Street
New York
-$27.3M -88,000 Closed
VIA
3348
Vident Investment Advisory
Georgia
-$25.8M -83,135 Closed
SSA
3349
Schonfeld Strategic Advisors
New York
-$20.6M -66,249 Closed
BC
3350
Brookfield Corp
Ontario, Canada
-$18.6M -60,003 Closed

HD Hedge Fund Activity: Q3 2023 in Review

3,338 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Home Depot (HD) for Q3 2023, worth a combined $211B — down 2.9% from $217B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new HD positions and 99 closed out — a net gain of 73 holders — while 1,413 added to existing stakes and 1,338 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $541M. The largest seller was Wellington Management Group, cutting an estimated $761M.

  • 3,338 institutional investors held Home Depot (HD) as of Q3 2023, up from 3,310 in Q2 2023.
  • Funds reported $211B of Home Depot stock for Q3 2023, down 2.9% quarter-over-quarter.
  • 172 funds opened new Home Depot positions in Q3 2023 and 99 closed out, a net change of +73 holders.
  • The largest Home Depot buyer in Q3 2023 was Citadel Advisors, an estimated $541M added.
  • The largest Home Depot seller in Q3 2023 was Wellington Management Group, an estimated $761M sold.

Based on aggregated 13F filings for Q3 2023.