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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
HA
3401
HFG Advisors
Ohio
-$202K -638 Closed
MA
3402
Menlo Advisors
California
-$200K -636 Closed
RS
3403
Retirement Solution
Washington
-$200K -635 Closed
BA
3404
Ballew Advisors
Mississippi
-$207K -628 Closed
MSCM
3405
McElhenny Sheffield Capital Management
Texas
-$191K -606 Closed
PFC
3406
Phocas Financial Corp
California
-$185K -585 Closed
FIM
3407
FWL Investment Management
Texas
-$141K -446 Closed
KIA
3408
Kraematon Investment Advisors
Massachusetts
-$140K -443 Closed
HB
3409
Horizon Bancorp
Indiana
-$126K -400 Closed
EMFAT
3410
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$120K -380 Closed
OWA
3411
One Wealth Advisors
California
-$90.7K -287 Closed
Q
3412
QVR
California
-$78K -247 Closed
VF
3413
VitalStone Financial
Texas
-$54K -173 Closed
WA
3414
Win Advisors
Florida
-$42.3K -134 Closed
EE
3415
EWG Elevate
California
-$36.2K -115 Closed
GM
3416
GeoWealth Management
Illinois
-$34K -109 Closed
GMA
3417
Glassy Mountain Advisors
Maryland
-$30K -95 Closed
LWP
3418
Laurel Wealth Planning
Minnesota
-$14.2K -45 Closed
RFS
3419
Retirement Financial Solutions
Tennessee
-$12.3K -39 Closed
MUMSS
3420
Mitsubishi UFJ Morgan Stanley Securities
Japan
-$6K -20 Closed
DWA
3421
Dougherty Wealth Advisers
Minnesota
-$1.9K -6 Closed
ICM
3422
Islay Capital Management
Texas
-$632 -2 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.