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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
ECM
951
Estabrook Capital Management
New York
$5.49M -$119K -388 -2%
ECM
952
Exchange Capital Management
Michigan
$5.49M +$15.3K +50 +0.3%
MWA
953
Meridian Wealth Advisors
Texas
$5.47M +$280K +913 +5%
BAM
954
Belpointe Asset Management
Nevada
$5.45M -$834K -2,721 -12%
FC
955
Fusion Capital
South Carolina
$5.45M -$53K -173 -0.9%
DT
956
Diversified Trust
Tennessee
$5.45M -$504K -1,644 -8%
BMO
957
Beck Mack & Oliver
New York
$5.44M -$29.4K -96 -0.5%
BA
958
Bristlecone Advisors
Washington
$5.43M -$567K -1,850 -9%
JC
959
JBF Capital
Colorado
$5.43M
BSA
960
Bull Street Advisors
Georgia
$5.43M -$9.2K -30 -0.2%
CCM
961
Carderock Capital Management
Maryland
$5.41M +$42K +137 +0.8%
IFG
962
Independent Financial Group
California
$5.41M +$254K +830 +5%
CAM
963
Carret Asset Management
New York
$5.4M -$115K -376 -2%
VHAM
964
Van Hulzen Asset Management
California
$5.38M +$4.34M +14,145 +344%
DA
965
Duality Advisers
Florida
$5.37M +$5.58M +18,185 New
WA
966
Waverly Advisors
Alabama
$5.36M -$36.2K -118 -0.6%
AWAG
967
ARS Wealth Advisors Group
Florida
$5.36M +$571K +1,862 +11%
CW
968
CreativeOne Wealth
Kansas
$5.36M -$514K -1,676 -8%
AP
969
Atwood & Palmer
Missouri
$5.35M -$50.6K -165 -0.9%
OCAM
970
Onex Canada Asset Management
Ontario, Canada
$5.34M -$2.92M -9,539 -35%
DE
971
Day & Ennis
Georgia
$5.3M +$7.05K +23 +0.1%
EH
972
Equitable Holdings
New York
$5.3M +$820K +2,674 +17%
ECML
973
Eagle Capital Management (Louisiana)
Louisiana
$5.29M -$126K -411 -2%
ESB
974
Essex Savings Bank
Connecticut
$5.28M +$35.6K +116 +0.7%
IWP
975
Icon Wealth Partners
Texas
$5.27M +$5.47M +17,843 New

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.