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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
SB
701
Simmons Bank
Arkansas
$9.24M -$31.3K -102 -0.3%
PP
702
Prospector Partners
Connecticut
$9.23M +$820K +2,675 +9%
KCM
703
Kanawha Capital Management
Virginia
$9.11M -$31.9K -104 -0.3%
WAS
704
Wealth Advisory Solutions
Indiana
$9.09M -$843K -2,750 -8%
DWP
705
Daymark Wealth Partners
Ohio
$9.08M +$341K +1,113 +4%
ETC
706
Exchange Traded Concepts
Oklahoma
$9.07M +$2.9M +9,461 +44%
FNBTCON
707
First National Bank & Trust Co of Newtown
Pennsylvania
$9.06M -$109K -355 -1%
TCBWMS
708
Texas Capital Bank Wealth Management Services
Texas
$9.03M -$441K -1,440 -4%
TF
709
Tompkins Financial
New York
$9M -$81.2K -265 -0.9%
TCM
710
Telos Capital Management
California
$8.99M +$523K +1,706 +6%
FNBOO
711
First National Bank of Omaha
Nebraska
$8.98M -$544K -1,774 -6%
GRP
712
Global Retirement Partners
California
$8.95M +$1.4M +4,554 +18%
MKA
713
M. Kulyk & Associates
Georgia
$8.95M +$188K +613 +2%
LWANC
714
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.89M +$79.1K +258 +0.9%
FA
715
Fiduciary Alliance
South Carolina
$8.89M +$234K +764 +3%
LFAS
716
Level Four Advisory Services
Texas
$8.87M +$318K +1,036 +4%
CWP
717
Cyndeo Wealth Partners
Florida
$8.87M +$609K +1,987 +7%
BRCM
718
Bright Rock Capital Management
Massachusetts
$8.85M
TSW
719
Thompson Siegel & Walmsley
Virginia
$8.84M -$238K -775 -3%
AF
720
Allworth Financial
California
$8.83M +$332K +1,082 +4%
JCM
721
Jag Capital Management
Missouri
$8.81M -$264K -862 -3%
CWM
722
Curi Wealth Management
North Carolina
$8.81M -$728K -2,375 -7%
GVAG
723
Great Valley Advisor Group
Delaware
$8.81M +$2.4M +7,832 +36%
BTI
724
Blue Trust Inc
Georgia
$8.8M -$1.75M -5,695 -17%
EWM
725
Empirical Wealth Management
Washington
$8.76M +$574K +1,872 +7%

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.