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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
MPIM
1001
McGinn Penninger Investment Management
Virginia
$5.01M -$532K -1,736 -9%
JWCA
1002
J.W. Cole Advisors
Florida
$5M -$78.5K -256 -1%
EFS
1003
Essex Financial Services
Connecticut
$5M -$8.28K -27 -0.2%
AMIM
1004
Aull & Monroe Investment Management
Alabama
$4.98M -$286K -934 -5%
BP
1005
Ballentine Partners
Massachusetts
$4.97M +$213K +696 +4%
GI
1006
GS Investments
Minnesota
$4.97M -$16.9K -55 -0.3%
S
1007
SimplyRich
California
$4.96M
SFA
1008
Souders Financial Advisors
Ohio
$4.94M -$29.4K -96 -0.6%
AWM
1009
Affinity Wealth Management
Delaware
$4.88M +$74.8K +244 +1%
SHA
1010
Seneca House Advisors
Virginia
$4.88M -$235K -767 -4%
RCM
1011
Ravenstone Capital Management
$4.87M -$76.6K -250 -1%
GCM
1012
Gables Capital Management
Florida
$4.86M +$16.9K +55 +0.3%
HSA
1013
HBK Sorce Advisory
Pennsylvania
$4.86M -$7.05M -22,995 -58%
TVWM
1014
Tower View Wealth Management
Wisconsin
$4.86M +$12.6K +41 +0.2%
VCA
1015
Verdence Capital Advisors
Maryland
$4.85M -$66.2K -216 -1%
JWBC
1016
J.W. Burns & Co
New York
$4.85M +$25.4K +83 +0.5%
OAM
1017
Ostrum Asset Management
France
$4.85M +$5.03M +16,422 New
SAM
1018
Strategy Asset Managers
California
$4.85M +$409K +1,335 +9%
AWM
1019
Avior Wealth Management
Nebraska
$4.84M +$299K +976 +6%
WIA
1020
Westbourne Investment Advisors
Maryland
$4.8M -$59.2K -193 -1%
CBTWT
1021
Community Bank & Trust (Waco, Texas)
Texas
$4.79M -$130K -425 -3%
VWM
1022
Valley Wealth Managers
New Jersey
$4.79M +$446K +1,456 +10%
SCP
1023
Sandhill Capital Partners
New York
$4.78M -$25.8K -84 -0.5%
MMHP
1024
Murphy Middleton Hinkle & Parker
Georgia
$4.78M -$26.7K -87 -0.5%
BCM
1025
BTC Capital Management
Iowa
$4.76M -$500K -1,632 -9%

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.