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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
CST
1576
Charles Schwab Trust
Nevada
$1.96M -$532K -1,736 -21%
SFS
1577
Stiles Financial Services
Minnesota
$1.95M -$34K -111 -2%
CT
1578
Coastline Trust
Rhode Island
$1.95M -$32.8K -107 -2%
DWM
1579
Denver Wealth Management
Colorado
$1.94M -$201K -656 -9%
LTAS
1580
Linden Thomas Advisory Services
North Carolina
$1.94M +$153K +498 +8%
KNW
1581
Kesler Norman & Wride
Utah
$1.94M -$74.8K -244 -4%
CHJWM
1582
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.94M -$20.2K -66 -1%
STA
1583
Summit Trail Advisors
New York
$1.94M +$325K +1,060 +19%
TFA
1584
Transamerica Financial Advisors
Florida
$1.93M +$125K +409 +7%
EWM
1585
EPG Wealth Management
Georgia
$1.93M +$49.4K +161 +3%
AFA
1586
American Financial Advisors
Georgia
$1.92M +$28.2K +92 +1%
QIM
1587
Quest Investment Management
Oregon
$1.92M -$1.75M -5,721 -47%
JC
1588
JB Capital
Connecticut
$1.92M +$59.5K +194 +3%
GWSG
1589
GPS Wealth Strategies Group
Colorado
$1.91M -$1.65M -5,391 -45%
AC
1590
AlphaCore Capital
California
$1.91M +$624K +2,036 +46%
PWPS
1591
Pinnacle Wealth Planning Services
Ohio
$1.91M -$111K -361 -5%
AF
1592
Alerus Financial
North Dakota
$1.9M -$13.2K -43 -0.7%
WA
1593
WBH Advisory
Maryland
$1.9M +$1.97M +6,438 New
RB
1594
Rodgers Brothers
Pennsylvania
$1.9M -$15.3K -50 -0.8%
MWM
1595
Marion Wealth Management
Pennsylvania
$1.89M +$249K +811 +14%
AIM
1596
Aspen Investment Management
Michigan
$1.89M -$2.76K -9 -0.1%
TSS
1597
Two Sigma Securities
New York
$1.89M +$1.28M +4,170 +187%
BC
1598
Bowman & Company
Wisconsin
$1.88M +$202K +660 +12%
CWM
1599
C2C Wealth Management
Arizona
$1.88M +$95K +310 +5%
KC
1600
Kenfarb & Co
Kentucky
$1.87M -$115K -375 -6%

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.