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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
MA
751
Mutual Advisors
Nebraska
$8.31M +$190K +619 +2%
WAS
752
WESPAC Advisors SoCal
California
$8.3M -$3.68K -12 -0%
ACM
753
Adalta Capital Management
New York
$8.28M -$57K -186 -0.7%
LBC
754
Lowe Brockenbrough & Co
Virginia
$8.27M -$109K -357 -1%
BCWM
755
Bartlett & Co Wealth Management
Ohio
$8.26M -$296K -965 -3%
BC
756
Bartlett & Co
Ohio
$8.26M -$296K -965 -3%
PP
757
Patten & Patten
Tennessee
$8.23M +$7.97K +26 +0.1%
CF
758
Cantor Fitzgerald
New York
$8.21M +$131K +427 +2%
PIA
759
Petredis Investment Advisors
Pennsylvania
$8.18M +$107K +348 +1%
MOS
760
MGO One Seven
Ohio
$8.17M +$2.04M +6,648 +32%
DAM
761
Deltec Asset Management
New York
$8.14M +$583K +1,900 +7%
CJL
762
Cyrus J. Lawrence
New York
$8.12M -$84.6K -276 -1%
CAM
763
Cozad Asset Management
Illinois
$8.09M -$32.8K -107 -0.4%
RA
764
RFG Advisory
Alabama
$8.07M +$38.6K +126 +0.5%
VFA
765
Valeo Financial Advisors
Indiana
$8.06M +$448K +1,461 +6%
BHWM
766
Bar Harbor Wealth Management
New Hampshire
$8.04M -$395K -1,288 -5%
OIA
767
OneDigital Investment Advisors
Kansas
$8.04M +$447K +1,459 +6%
GHA
768
GW Henssler & Associates
Georgia
$8.03M +$985K +3,214 +13%
SAM
769
Socorro Asset Management
Texas
$8.01M
GW
770
GW & Wade
Massachusetts
$8M +$2.66M +8,683 +47%
SIC
771
Salem Investment Counselors
North Carolina
$7.89M +$1.82M +5,943 +29%
PA
772
Parallel Advisors
California
$7.87M +$350K +1,141 +4%
BL
773
Balentine LLC
Georgia
$7.82M -$36.2K -118 -0.4%
AJ
774
Ashburton (Jersey)
Jersey
$7.8M -$3.35M -10,933 -29%
VI
775
Vestcor Inc
New Brunswick, Canada
$7.8M -$3.02M -9,839 -27%

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.