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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
IAMOG
1076
Investors Asset Management of Georgia
Georgia
$4.29M -$835K -2,724 -16%
BTWM
1077
Baker Tilly Wealth Management
Wisconsin
$4.29M +$263K +859 +6%
CP
1078
CenterBook Partners
Connecticut
$4.29M +$4.46M +14,536 New
JWM
1079
Jupiter Wealth Management
Colorado
$4.28M -$1.45M -4,743 -25%
MA
1080
McBroom & Associates
Nevada
$4.28M -$71.1K -232 -2%
ACM
1081
Alpha Capital Management
Texas
$4.27M
SCM
1082
Schnieders Capital Management
California
$4.25M +$92K +300 +2%
CRC
1083
Curi RMB Capital
Illinois
$4.24M -$215K -702 -5%
VIM
1084
Vinva Investment Management
Australia
$4.24M +$4.55M +14,841 New
BHIA
1085
Birch Hill Investment Advisors
Massachusetts
$4.23M -$46K -150 -1%
DBT
1086
Dubuque Bank & Trust
Iowa
$4.23M -$458K -1,495 -9%
HWM
1087
Hohimer Wealth Management
Washington
$4.23M +$649K +2,117 +17%
SAG
1088
SageView Advisory Group
California
$4.23M +$1.53M +4,983 +53%
KWMG
1089
King Wealth Management Group
Florida
$4.22M +$35K +114 +0.8%
AT
1090
American Trust
Kentucky
$4.21M +$805K +2,627 +23%
JAG
1091
Journey Advisory Group
Kentucky
$4.2M +$570K +1,860 +15%
MWM
1092
Meridian Wealth Management
Kentucky
$4.19M -$1.01M -3,300 -19%
WCM
1093
Windward Capital Management
California
$4.18M +$3.37K +11 +0.1%
GIM
1094
Greylin Investment Management
Virginia
$4.18M -$73.6K -240 -2%
DIP
1095
DT Investment Partners
Pennsylvania
$4.18M +$70.2K +229 +2%
SCM
1096
SOL Capital Management
Maryland
$4.17M +$158K +515 +4%
Capstone Investment Advisors
1097
Capstone Investment Advisors
New York
$4.16M -$13.5M -44,090 -76%
TCOT
1098
Trust Company of Toledo
Ohio
$4.16M +$452K +1,475 +12%
HWAM
1099
Hennion & Walsh Asset Management
New Jersey
$4.15M -$246K -801 -5%
NCM
1100
New Capital Management
Texas
$4.15M

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.