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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
AWE
726
Avidian Wealth Enterprises
Texas
$8.76M +$1.29M +4,210 +17%
HCM
727
Horrell Capital Management
Arkansas
$8.71M +$56.4K +184 +0.6%
ANBT
728
American National Bank & Trust
Texas
$8.69M +$581K +1,896 +7%
AAS
729
Annex Advisory Services
Wisconsin
$8.68M -$94.7K -309 -1%
MWM
730
Modera Wealth Management
New Jersey
$8.68M +$20.5K +67 +0.2%
BAM
731
Boyar Asset Management
New York
$8.67M +$22.4K +73 +0.2%
BSW
732
Buckingham Strategic Wealth
Missouri
$8.66M
EF
733
Empirical Finance
Pennsylvania
$8.65M +$396K +1,290 +5%
OHIS
734
Oak Harvest Investment Services
Texas
$8.62M -$39.6K -129 -0.4%
CIA
735
Covington Investment Advisors
Pennsylvania
$8.62M +$529K +1,725 +6%
AIP
736
Ameritas Investment Partners
Nebraska
$8.59M +$19.9K +65 +0.2%
MMG
737
Monetary Management Group
Missouri
$8.59M
AAF
738
Andra AP-fonden
Sweden
$8.59M +$1.9M +6,200 +27%
TCA
739
Transcend Capital Advisors
New Jersey
$8.57M +$635K +2,071 +8%
BL
740
BCWM LLC
Kansas
$8.57M +$8.59K +28 +0.1%
TNBTD
741
Trustmark National Bank Trust Department
Mississippi
$8.57M -$91.1K -297 -1%
BBI
742
Baxter Bros Inc
Connecticut
$8.53M -$189K -616 -2%
WDA
743
Wendell David Associates
New Hampshire
$8.48M -$13.8K -45 -0.2%
CK
744
Cohen Klingenstein
New York
$8.41M
UAS
745
United Asset Strategies
New York
$8.36M +$66.5K +217 +0.8%
SWK
746
Stephen W. Kidder
$8.34M -$141K -461 -2%
JMFC
747
J.M. Forbes & Co
Massachusetts
$8.33M -$29.1K -95 -0.3%
RPC
748
Rossmore Private Capital
Connecticut
$8.32M -$28.8K -94 -0.3%
BCM
749
Brookstone Capital Management
Illinois
$8.32M +$370K +1,208 +4%
RSWM
750
Robertson Stephens Wealth Management
California
$8.32M +$166K +541 +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.