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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
FFWM
3351
Future Financial Wealth Management
Ohio
-$468K -1,482 Closed
BWM
3352
BCS Wealth Management
Tennessee
-$467K -1,477 Closed
PAM
3353
Premier Asset Management
Illinois
-$405K -1,281 Closed
STB
3354
S&T Bank
Pennsylvania
-$399K -1,263 Closed
PSCM
3355
Per Stirling Capital Management
Texas
-$389K -1,230 Closed
TWM
3356
Tanager Wealth Management
United Kingdom
-$364K -1,153 Closed
XS
3357
XR Securities
Illinois
-$346K -1,128 Closed
AA
3358
AlphaQ Advisors
Florida
-$355K -1,123 Closed
SC
3359
Sierra Capital
Florida
-$341K -1,081 Closed
MAG
3360
Mayfair Advisory Group
Alabama
-$336K -1,056 Closed
GBA
3361
Garrison Bradford & Associates
New York
-$332K -1,050 Closed
GWA
3362
GGM Wealth Advisors
Maryland
-$331K -1,042 Closed
SCP
3363
Shorepoint Capital Partners
Massachusetts
-$323K -1,024 Closed
MC
3364
Maverick Capital
Texas
-$318K -1,008 Closed
UOTTAIMCU
3365
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$316K -1,000 Closed
OIS
3366
Okabena Investment Services
Minnesota
-$284K -900 Closed
MTIM
3367
Marathon Trading Investment Management
Pennsylvania
-$275K -897 Closed
FFG
3368
Ford Financial Group
California
-$281K -889 Closed
RW
3369
RVW Wealth
California
-$267K -845 Closed
RPGK
3370
Retirement Planning Group (Kansas)
Kansas
-$264K -835 Closed
MWA
3371
Motive Wealth Advisors
Michigan
-$257K -814 Closed
FC
3372
FORA Capital
Florida
-$250K -791 Closed
G
3373
GenTrust
Florida
-$245K -774 Closed
CSIA
3374
Carl Stuart Investment Advisor
Texas
-$243K -770 Closed
NFP
3375
Narus Financial Partners
Utah
-$242K -765 Closed

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.