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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
ONB
426
Old National Bancorp
Indiana
$23M -$19.9K -65 -0.1%
SAM
427
Shell Asset Management
Netherlands
$22.9M +$86.5K +282 +0.4%
VIA
428
Vident Investment Advisory
Georgia
$22.7M -$4.14M -13,506 -15%
Wealth Enhancement Advisory Services
429
Wealth Enhancement Advisory Services
Minnesota
$22.3M +$22.4M +73,135 +3,215%
SAI
430
Systematic Alpha Investments
New Jersey
$22.2M
M1FG
431
Mach-1 Financial Group
Arkansas
$22.2M -$126K -410 -55%
ZIC
432
ZWJ Investment Counsel
Georgia
$22.1M +$1.24M +4,050 +6%
HFS
433
Hantz Financial Services
Michigan
$22.1M +$474K +1,546 +2%
WT
434
Whittier Trust
California
$22.1M -$643K -2,096 -3%
OSAM
435
O'Shaughnessy Asset Management
Connecticut
$21.9M -$9.33M -30,437 -29%
Millennium Management
436
Millennium Management
New York
$21.8M +$22.7M +74,024 New
ANTB
437
AMG National Trust Bank
Colorado
$21.8M -$79.1K -258 -0.3%
PFO
438
Pathstone Family Office
New Jersey
$21.8M -$34M -111,037 -60%
PAM
439
Palisade Asset Management
Minnesota
$21.8M -$337K -1,099 -1%
BPWM
440
Badgley Phelps Wealth Managers
Washington
$21.7M -$3.53M -11,514 -14%
AWS
441
Atria Wealth Solutions
New York
$21.7M +$3.68K +12 +0%
CP
442
Cumberland Partners
Ontario, Canada
$21.4M -$2.17M -7,076 -9%
GCC
443
Guardian Capital (Canada)
Ontario, Canada
$21.4M -$1.47M -4,801 -6%
KFC
444
Klingenstein Fields & Co
New York
$21.4M -$151K -494 -0.7%
MAM
445
Martingale Asset Management
Massachusetts
$21.2M -$3.45M -11,241 -14%
JAFL
446
Jay A. Fishman Ltd
Michigan
$21.2M -$143K -465 -0.6%
CTA
447
Chesley Taft & Associates
Illinois
$21.1M +$11K +36 +0.1%
ISL
448
Ingalls & Snyder LLC
New York
$21.1M +$10.7K +35 +0%
PWM
449
Perigon Wealth Management
California
$20.9M +$43.5K +142 +0.2%
BTW
450
Boston Trust Walden
Massachusetts
$20.6M -$3.54M -11,562 -14%

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.