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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
SFA
501
Sequoia Financial Advisors
Ohio
$16.2M +$821K +2,677 +5%
CIS
502
Capital International Sarl
California
$16.2M +$1.58M +5,168 +10%
CIC
503
Cutler Investment Counsel
Oregon
$16.1M -$137K -447 -0.8%
AHB
504
Abner Herrman & Brock
New Jersey
$16.1M -$116K -379 -0.7%
PWAG
505
Polaris Wealth Advisory Group
California
$16.1M +$8.6M +28,059 +106%
AIM
506
Avity Investment Management
Connecticut
$16.1M +$72.7K +237 +0.4%
FNT
507
First National Trust
Pennsylvania
$16M -$35.9K -117 -0.2%
FLII
508
First Long Island Investors
New York
$15.9M -$205K -669 -1%
GGS
509
Galvin Gaustad & Stein
Arizona
$15.7M -$838K -2,734 -5%
IIM
510
Intact Investment Management
Quebec, Canada
$15.6M +$307K +1,000 +2%
SSB
511
Sandy Spring Bank
Maryland
$15.6M -$534K -1,741 -3%
V
512
Veritable
Delaware
$15.5M -$726K -2,368 -4%
FAB
513
First American Bank
Illinois
$15.5M -$751K -2,451 -4%
LRPA
514
L. Roy Papp & Associates
Arizona
$15.3M +$684K +2,230 +4%
WIM
515
Waverton Investment Management
United Kingdom
$15.3M -$49.1M -160,135 -76%
NPF
516
Norris Perne & French
Michigan
$15.3M -$2.33M -7,602 -13%
SCA
517
Stillwater Capital Advisors
Pennsylvania
$15.3M -$320K -1,045 -2%
CIA
518
CCM Investment Advisers
South Carolina
$15.3M +$1.12M +3,643 +8%
GLA
519
Great Lakes Advisors
Illinois
$15.2M -$1.31M -4,287 -8%
MAM
520
Mastrapasqua Asset Management
Tennessee
$15.2M -$124K -405 -0.8%
SCA
521
Stonebridge Capital Advisors
Minnesota
$15.1M +$43.5K +142 +0.3%
NCM
522
Narwhal Capital Management
Georgia
$15.1M -$129K -422 -0.8%
FCH
523
Freestone Capital Holdings
Washington
$15M -$238K -775 -2%
IWC
524
Integrated Wealth Concepts
Massachusetts
$15M +$5.76M +18,795 +59%
RMCM
525
Reynders McVeigh Capital Management
Massachusetts
$15M +$277K +903 +2%

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.