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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
B
1151
Bensler
Washington
$3.83M -$13.5K -44 -0.3%
HCA
1152
Horan Capital Advisors
Ohio
$3.82M +$3.99K +13 +0.1%
GL
1153
Graypoint LLC
New York
$3.82M -$147K -481 -4%
DC
1154
DeDora Capital
California
$3.82M -$19K -62 -0.5%
RC
1155
Roundview Capital
New Jersey
$3.81M +$115K +376 +3%
ECM
1156
Evergreen Capital Management
Washington
$3.8M +$501K +1,634 +15%
MSAM
1157
Moloney Securities Asset Management
Missouri
$3.8M +$573K +1,870 +17%
SW
1158
SteelPeak Wealth
California
$3.8M -$9.58M -31,233 -71%
WAOTB
1159
Wealth Advisors of Tampa Bay
Florida
$3.79M +$189K +616 +5%
MAM
1160
Montchanin Asset Management
Delaware
$3.78M -$6.13K -20 -0.2%
TCA
1161
Trifecta Capital Advisors
Illinois
$3.78M +$80.3K +262 +2%
GP
1162
Greenline Partners
New York
$3.76M -$43.2K -141 -1%
FAP
1163
Financial Advisory Partners
Florida
$3.75M -$80.6K -263 -2%
JIC
1164
Joel Isaacson & Co
New York
$3.74M -$29.4K -96 -0.8%
SC
1165
Stolper & Co
Oklahoma
$3.74M +$12K +39 +0.3%
TLP
1166
Trinity Legacy Partners
Texas
$3.74M +$1.32M +4,318 +52%
GIA
1167
GHP Investment Advisors
Colorado
$3.73M +$66.8K +218 +2%
JIP
1168
Jaffetilchin Investment Partners
Florida
$3.72M +$120K +392 +3%
LM
1169
Lincluden Management
Ontario, Canada
$3.72M +$3.86M +12,597 New
DLCIG
1170
D.L. Carlson Investment Group
New Hampshire
$3.69M -$2.69M -8,780 -41%
PTCG
1171
Pring Turner Capital Group
California
$3.69M +$370K +1,208 +11%
WP
1172
WealthShield Partners
North Carolina
$3.68M +$626K +2,041 +20%
MPM
1173
Meritage Portfolio Management
Kansas
$3.68M +$2.76M +9,011 +260%
WR
1174
WD Rutherford
Oregon
$3.67M -$26.1K -85 -0.7%
RWM
1175
RBA Wealth Management
California
$3.66M +$135K +441 +4%

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.