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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
AWAU
1351
Alliance Wealth Advisors (Utah)
Utah
$2.75M +$80.3K +262 +3%
ST
1352
Smithfield Trust
Pennsylvania
$2.75M -$113K -368 -4%
PP
1353
Pegasus Partners
Wisconsin
$2.75M -$53.7K -175 -2%
LOAME
1354
Lombard Odier Asset Management (Europe)
United Kingdom
$2.74M -$264K -861 -8%
SMC
1355
Smith, Moore & Co
Missouri
$2.74M +$74.2K +242 +3%
WOC
1356
West Oak Capital
California
$2.74M -$40.2K -131 -1%
RFA
1357
Resurgent Financial Advisors
Georgia
$2.73M -$419K -1,368 -13%
MFG
1358
MidWestOne Financial Group
Iowa
$2.73M +$399K +1,302 +16%
OSNBOA
1359
Old Second National Bank of Aurora
Illinois
$2.72M -$139K -452 -5%
BOSSRA
1360
B.O.S.S. Retirement Advisors
Utah
$2.71M +$146K +477 +5%
ICM
1361
IMS Capital Management
Oregon
$2.71M -$1.84K -6 -0.1%
FM
1362
Foster & Motley
Ohio
$2.71M +$64.7K +211 +2%
RCM
1363
RB Capital Management
Nevada
$2.7M +$83.7K +273 +3%
SFM
1364
Signet Financial Management
New Jersey
$2.7M -$9.5K -31 -0.3%
WA
1365
Waddell & Associates
Tennessee
$2.69M +$31.9K +104 +1%
LW
1366
Linscomb Wealth
Texas
$2.69M -$408K -1,332 -13%
FBA
1367
Front Barnett Associates
Illinois
$2.69M -$12.3K -40 -0.4%
NED
1368
Nancy E. Dempze
$2.67M +$79.4K +259 +3%
BRG
1369
Bay Rivers Group
Virginia
$2.67M -$3.37K -11 -0.1%
ST
1370
Somerset Trust
Pennsylvania
$2.67M -$224K -729 -7%
VRM
1371
Vectors Research Management
New York
$2.66M -$24.8K -81 -0.9%
VA
1372
Valmark Advisers
Ohio
$2.66M +$23K +75 +0.8%
SIA
1373
SeaBridge Investment Advisors
New Jersey
$2.66M -$1.61M -5,258 -37%
SC
1374
Saturna Capital
Washington
$2.64M +$131K +426 +5%
FIM
1375
Fruth Investment Management
Texas
$2.63M -$1.53K -5 -0.1%

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.