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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
WGCA
1301
Wolf Group Capital Advisors
Virginia
$2.99M -$405K -1,320 -12%
EFMC
1302
Empire Financial Management Company
New York
$2.99M +$3.11M +10,146 New
BW
1303
BIP Wealth
Georgia
$2.98M +$3.09M +10,085 New
SWA
1304
SFMG Wealth Advisors
Texas
$2.97M +$98.4K +321 +3%
BRA
1305
Bender Robert & Associates
California
$2.95M +$105K +341 +4%
WSCM
1306
Wellington Shields Capital Management
New York
$2.95M -$6.13K -20 -0.2%
AGAM
1307
Avalon Global Asset Management
California
$2.95M -$3.07M -10,000 -50%
GEA
1308
Glen Eagle Advisors
New Jersey
$2.95M -$117K -380 -4%
FFN
1309
Focus Financial Network
Minnesota
$2.93M -$39.6K -129 -1%
LCS
1310
Levin Capital Strategies
New York
$2.92M -$68.7K -224 -2%
IIA
1311
ICW Investment Advisors
Arizona
$2.91M +$95K +310 +3%
DCM
1312
Dudley Capital Management
Virginia
$2.91M +$9.81K +32 +0.3%
MCCP
1313
Mission Creek Capital Partners
California
$2.9M +$91.1K +297 +3%
AWM
1314
Angeles Wealth Management
California
$2.9M +$23.3K +76 +0.8%
KIC
1315
Kensington Investment Counsel
California
$2.9M +$345K +1,126 +13%
CS
1316
Crescent Sterling
Louisiana
$2.9M +$249K +812 +9%
BMC
1317
Beaton Management Company
Massachusetts
$2.89M +$307 +1 +0%
DAM
1318
Diamant Asset Management
Connecticut
$2.89M
BCM
1319
Bridgeway Capital Management
Texas
$2.88M -$2.15K -7 -0.1%
P
1320
Pitcairn
Pennsylvania
$2.88M +$361K +1,176 +14%
SF
1321
Summit Financial
New Jersey
$2.87M -$68.4K -223 -2%
OHWP
1322
Oak Harbor Wealth Partners
North Carolina
$2.86M +$189K +617 +7%
PCP
1323
Proficio Capital Partners
Massachusetts
$2.86M +$252K +821 +9%
CAL
1324
Capital Analysts LLC
Pennsylvania
$2.84M +$62.9K +205 +2%
KWM
1325
Keebeck Wealth Management
Illinois
$2.82M +$253K +824 +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.