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Home Depot

3,659 hedge funds and large institutions have $269B invested in Home Depot in 2024 Q1 according to their latest regulatory filings, with 233 funds opening new positions, 1,498 increasing their positions, 1,531 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 233 | Existing positions closed: 109

8% more capital invested

Capital invested by funds: $250B → $269B (+$19.3B)

2% more funds holding in top 10

Funds holding in top 10: 229234 (+5)

2% more funds holding

Funds holding: 3,5883,659 (+71)

9% more call options, than puts

Call options by funds: $4.11B | Put options by funds: $3.77B

2% less repeat investments, than reductions

Existing positions increased: 1,498 | Existing positions reduced: 1,531

1.51% less ownership

Funds ownership: 72.57%71.07% (-1.5%)

Holders
3,659
Holders Change
+71
Holders Change %
+1.98%
% of All Funds
52.7%
Holding in Top 10
234
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.18%
% of All Funds
3.37%
New
233
Increased
1,498
Reduced
1,531
Closed
109
Calls
$4.11B
Puts
$3.77B
Net Calls
+$341M
Net Calls Change
+$152M
Name Holding Trade Value Shares
Change
Change in
Stake
FGA
1526
Fortis Group Advisors
New Jersey
$2.99M -$392K -1,072 -12%
CRA
1527
Clear Rock Advisors
Texas
$2.99M +$28.5K +78 +1%
LFA
1528
Legacy Financial Advisors
Kentucky
$2.99M +$111K +304 +4%
TCM
1529
Twin Capital Management
Pennsylvania
$2.99M -$418K -1,144 -13%
MAM
1530
MWA Asset Management
Massachusetts
$2.99M -$81.1K -222 -3%
CWMU
1531
Caliber Wealth Management (Utah)
Utah
$2.98M +$59.6K +163 +2%
RCM
1532
Radnor Capital Management
Pennsylvania
$2.98M -$225K -617 -7%
AWM
1533
Ameliora Wealth Management
Switzerland
$2.97M -$2.56K -7 -0.1%
JCM
1534
Jacobi Capital Management
Pennsylvania
$2.96M -$248K -679 -8%
NW
1535
Naviter Wealth
Arkansas
$2.96M +$276K +756 +11%
JGCM
1536
Joseph Group Capital Management
Ohio
$2.96M +$387K +1,059 +16%
TCOO
1537
Trust Company of Oklahoma
Oklahoma
$2.96M +$36.2K +99 +1%
OSNBOA
1538
Old Second National Bank of Aurora
Illinois
$2.96M -$334K -913 -11%
FMWA
1539
Forvis Mazars Wealth Advisors
Missouri
$2.94M -$518K -1,419 -16%
HCM
1540
Howland Capital Management
Massachusetts
$2.94M +$20.1K +55 +0.7%
VRM
1541
Vectors Research Management
New York
$2.94M -$10M -27,414 -78%
WP
1542
Westmount Partners
California
$2.92M -$18.6K -51 -0.7%
SWM
1543
Silverlake Wealth Management
Vermont
$2.91M -$57.7K -158 -2%
BC
1544
Bowman & Company
Wisconsin
$2.91M -$25.6K -70 -0.9%
ISWM
1545
Independent Solutions Wealth Management
New York
$2.9M +$52.6K +144 +2%
TWA
1546
TCI Wealth Advisors
Arizona
$2.9M -$38K -104 -1%
CWM
1547
Chesapeake Wealth Management
Virginia
$2.9M -$9.86K -27 -0.4%
KP
1548
Keel Point
Alabama
$2.89M +$155K +423 +6%
CFSG
1549
Community Financial Services Group
Vermont
$2.89M +$2.75M +7,533 New
CC
1550
Cypress Capital
Tennessee
$2.88M -$65.4K -179 -2%

HD Hedge Fund Activity: Q1 2024 in Review

3,659 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Home Depot (HD) for Q1 2024, worth a combined $269B — up 7.7% from $250B a quarter earlier.

Buyers outnumbered sellers: 233 funds opened new HD positions and 109 closed out — a net gain of 124 holders — while 1,498 added to existing stakes and 1,531 trimmed.

The largest buyer was State Street, adding an estimated $1.06B. The largest seller was Morgan Stanley, cutting an estimated $6.81B.

  • 3,659 institutional investors held Home Depot (HD) as of Q1 2024, up from 3,588 in Q4 2023.
  • Funds reported $269B of Home Depot stock for Q1 2024, up 7.7% quarter-over-quarter.
  • 233 funds opened new Home Depot positions in Q1 2024 and 109 closed out, a net change of +124 holders.
  • The largest Home Depot buyer in Q1 2024 was State Street, an estimated $1.06B added.
  • The largest Home Depot seller in Q1 2024 was Morgan Stanley, an estimated $6.81B sold.

Based on aggregated 13F filings for Q1 2024.